S.j.s. Enterprises Limited · NSE:SJS
S.j.s. Enterprises — Q2 FY27 Earnings Presentation
40 slides from S.j.s. Enterprises's earnings presentation, Nov 4, 2026
Slide 1: Exchange filing cover letter for earnings presentation
November 04, 2026 To, National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Corporate Relationship Department, Plot No. C/1, G Block, 2nd Floor, New Trading Wing, Bandra – Kurla Complex, Rotunda Building, P.J. Towers, Bandra (E), Mumbai -400 051 Dalal Street, Mumbai – 400 0
Slide 2: SJS Enterprises Limited Q2 FY27 Earnings Presentation
SJS Enterprises Limited Q2 FY27 EARNINGS PRESENTATION
Slide 3: Disclaimer
SJS| Disclaimer This presentation has been prepared solely for general information purposes in respect of S.J.S. Enterprises Limited (“SJS” or the “Company”) and its subsidiaries (together, the “Group”), without regard to any specific objectives, financial situations, or needs of any particular pers
Slide 4: Q1FY27 Earnings Call Presenters
SJS| Q1FY27 Earnings Call Presenters Sanjay Thapar Devanshi Dhruva K A Joseph Mahendra Naredi Group CEO & Executive Head – Investor Relations Managing Director Group Chief Financial Officer Director • Founded the company in 1987 • Over 40 years of experience in • 27+ years of experience in • 14+ yea
Slide 5: SJS Overview: Premium aesthetics products manufacturer
SJS Overview| Premium aesthetics products manufacturer Strategic Market Position Products and Technologies Operational Excellence • Operates in the high value- • Wide product range: • Partner, co-creator and add aesthetics market Decals, appliques/dials, supplier of choice to several across multiple
Slide 6: Q2 & H1FY27 Business & Financial Highlights
SJS| Agenda Q2 & H1FY27 Business & Financial Highlights Q2FY27 Earnings Presentation June | Nov 20262026 5
Slide 7: Q2FY27 Highlights
SJS| Q2FY27 Highlights SJS delivered a stellar 21.7% YoY growth in automotive business v/s 17.8% YoY growth for automotive (2W + PV) industry • SJS’s monthly revenue crosses Rs 1,000 mn for the first time in September 2026 • Highest ever Quarterly Revenue at Rs. 2,827.3 Mn, a growth of 16.9% YoY • G
Slide 8: Steady Growth Momentum
SJS|Steady Growth Momentum Q2FY27 - Industry Production Volume1 v/s SJS YoY Sales2 33.4% 1.2x growth Motorcycles v/s industry PV segment grew 9.8% YoY 24.9% delivered 21.7% strong growth 16.5% 17.8% 16.9% 10.8% 2W PV 2W+PV SJS (Cons) Industry SJS (Cons) H1FY27 - Industry Production Volume1 v/s SJS Y
Slide 9: Growing Mega Accounts
SJS| Growing Mega Accounts Key Business Projects Won SDPL adds Tata Motors as a chrome plating customer, boosting cross-selling opportunities New Customer Added New Export Orders Q3FY27 Toyota – Middle East Q2FY27 Earnings Presentation June | Nov 20262026 8
Slide 10: Scaling up, expanding horizons, gearing up for the next leap
SJS| Scaling up, expanding horizons, gearing up for the next leap SDPL - Chrome Plating 1 SJS - Bengaluru Facility KEY CAPACITY DETAIL 2 KEY CAPACITY DETAIL Existing: 7,940 sq. ft. per day at 97% utilization Existing: 2,25,000 sq. ft. built-up area, supporting approx 30 Additional: 13,243 sq. ft. pe
Slide 11: Awards & Achievements (1/2)
SJS| Awards & Achievements (1/2) Won “L&D Champion of the Year” for best 1 2 3 organizational development & transformation initiative at the 24th Future of L&D Summit & Awards 2026 (UBS Forums). Won the ESG governance and transparency award from the House of ESG. Won 1st Prize in the Cost Category a
Slide 12: Awards & Achievements (2/2)
SJS| Awards & Achievements (2/2) Recognised as a “Top Organisation with Innovative 5 6 HR Practices” at the Asia Pacific HRM Congress Awards. Received a Certificate of Appreciation from Hands On Foundation for contributing to the Guinness World Record–setting “Green Bengaluru” initiative of planting
Slide 13: ESG Initiatives
SJS | ESG Initiatives Strong ESG rating of 75.6 (Leadership position) from CareEdge, 71.7 (Good) from SES ESG Research & 74 (B+ and Very Good) from CFC Finlease Environment Social Governance • Started wind power supply from DB Renews SJS contributed to various social causes: • Established robust ris
Slide 14: CSR & ESG Initiatives
SJS| CSR & ESG Initiatives Sports & Culture Healthcare Education Women Empowerment Sponsored para-climber Mr. Partnered with Karnataka Partnered with Sikshana Partnered with Varchass Seva Manikandan Kumar at the World Marwari Youth Foundation to Foundation to implement the Trust and launched a Women
Slide 15: Q2 & H1FY27 Financial Performance
SJS| Q2 & H1FY27 Financial Performance Revenue from Operation EBITDA and EBITDA Margin (%) PAT and PAT Margin (%) YoY YoY YoY 17% 23% 35% 800 896 583 2,827 744 728 433 241 Q2FY27 2,610 503 QoQ QoQ 2,418 QoQ 20.6% 12% 17.9% 19.3% 16% 29.6% 30.0% 31.0% 8% Normalised growth Q2 FY26 Q1 FY27 Q2 FY27 Q2 F
Slide 16: H1FY27 Capital Structure and Returns
SJS|H1FY27 Capital Structure and Returns (INR in Mn) FY25 FY26 H1FY27 • ICRA upgraded SJS long term funds rating to AA- (Positive) from Long Term Debt 0 0 0 AA- (Stable) Short Term Debt 158 77 108 • Strong cash flow generation to support expansion initiatives Total Debt 158 77 108 • Consistently del
Slide 17: Consolidated P&L Performance
SJS| Consolidated P&L Performance (INR in Mn) Q2FY27 Q2FY26 YoY% Q1FY27 QoQ% H1FY27 H1FY26 YoY% Operating Revenue 2,827.3 2,417.6 16.9% 2,610.0 8.3% 5,437.3 4,514.1 20.4% EBITDA 896.4 728.4 23.1% 799.6 12.1% 1,696.0 1,315.7 28.9% EBITDA Margin % 31.0% 29.6% 30.0% 30.5% 28.7% Reported PAT 583.3 432.7
Slide 18: Q2 & H1 FY27 Diversified Revenue Portfolio
SJS| Q2 & H1 FY27 Diversified Revenue Portfolio Q2FY27 - Revenue by End Segment Q2FY27 - Revenue by Business Q2FY27 - Revenue by Geography 4.0% 17.6% 10.0% 13.8% 38.9% 54.3%, 28.1% 43.3% 90.0% Domestic Exports 2W PV Consumer Others SJS SJS Decoplast WPI H1FY27 - Revenue by End Segment H1FY27 - Reven
Slide 19: Future Growth Outlook
SJS| Agenda Future Growth Outlook Q2FY27 Earnings Presentation June | Nov 20262026 18
Slide 20: Development & Delivery of New Product Pipeline (1/2)
SJS| Development & Delivery of New Product Pipeline Remains at the Core of SJS (1/2) Driven by premiumization, new age aesthetic products to drive realization increase across categories Integrated Product Offerings Across the Vehicle Legacy Kit Value Current Kit Value Future Kit Value Post WPI acqui
Slide 21: Development & Delivery of New Product Pipeline (2/2)
SJS| Development & Delivery of New Product Pipeline Remains at the Core of SJS (2/2) Driven by premiumization, new age aesthetic products to drive to realization increase across categories Legacy Kit Value Future Kit Value Rs 300 - 500 1.5 - 2x growth Per vehicle Per vehicle SJS’ New Age Products (2
Slide 22: Future Growth Strategy
SJS| Future Growth Strategy Strong organic growth with best-in-class margins 1 2 3 4 Products Key Customers Exports Capacity Expansion Focus on developing New Growing Mega Accounts Increasing Global Presence Expanding infrastructure for Products & Advanced pursuing Bigger Opportunities Technologies
Slide 23: Inorganic Growth Expected to Boost Organic Growth Trajectory
SJS| Inorganic Growth Expected to Boost Organic Growth Trajectory Merger & Acquisitions is a Key Pillar for growth Identify New Improve Plan for next Targets Integration Performance Sustaining phase of Performance growth • WPI – Acquired in July’23, a great SJS will continue to strategic fit for SJS
Slide 24: FY27 Outlook
SJS| FY27 Outlook ▪ SJS to continue its strong financial performance trajectory ▪ SJS expects to outperform the underlying PV + Motorcycles industry growth by 1.2x – 1.5x on account of : ▪ A balanced mix of premiumisation, deeper engagement with key OEMs and a growing export presence ▪ New customer
Slide 25: Q2 & H1FY27 Earnings Call Invite
SJS Enterprises Limited Q2 & H1FY27 Earnings Call Invite SJS Enterprises Limited (BSE: 543387) announced its results for the quarter and half year ended Sep 30th, 2026, on Nov 4th, 2026. Following the announcement, the management team will host a conference call for investors and analysts on Nov 5th
Slide 26: Appendix
SJS| Agenda Appendix Q2FY27 Earnings Presentation June | Nov 20262026 25
Slide 27: Longstanding history of design backed manufacturing excellence
SJS| Longstanding history of design backed manufacturing excellence Evolution into a leading design and aesthetics focused business 1987 2006 2015 2018 2021 2023 2025 2026 SJS founded by Everstone Capital Exotech Plastics Apr’21 - Entered Technology License three entrepreneurs acquired a majority Ac
Slide 28: Diverse Product Portfolio (1/3)
SJS| Diverse Product Portfolio(1/3) Decals & Body Graphics 2D2DAppliques Appliques&&Dials Dials 3D Appliques & Dials Overlays Q2FY27 Earnings Presentation June | Nov 20262026 27
Slide 29: Diverse Product Portfolio (2/3)
SJS| Diverse Product Portfolio…(2/3) Aluminium Badges Domes 3D Lux Badges Aftermarket – “Transform” Q2FY27 Earnings Presentation June | Nov 20262026 28
Slide 30: Diverse Product Portfolio (3/3)
SJS| Diverse Product Portfolio…(3/3) Lens Mask Assembly Optical Plastics Chrome plated parts (SJS Decoplast) IMLs / IMDs (SJS & Walter Pack India) Q2FY27 Earnings Presentation June | Nov 20262026 29
Slide 31: Superior financial metrics and resilient business model
SJS| Superior financial metrics and resilient business model All figures in Rs. Mn Revenue from Operation EBITDA and EBITDA Margin (%) PAT and PAT Margin (%) 2,880 1,718 9,551 1,188 2,032 7,605 1,599 854 6,278 1,168 673 985 550 4,330 3,699 29.6% 18.0% 26.3% 26.4% 25.2% 26.4% 15.5% 15.6% 14.9% 13.6%
Slide 32: SJS Website ESG Disclosure Platform
SJS| AI - ESG Profile: 17 Factors and 591 Subfactors ESG Disclosure Platform SJS Website SJS Enterprises ESG Profile Link (Click Here) Resilience (6) Management Approach (5) Company Overview (15) Board of Directors (7) Vérifications and Assurances (6) ESG Factors (17) Environment (77) Social (106) G
Slide 33: ESG Quantitative Performance Metrics FY2026
SJS| ESG Quantitative Performance Metrics FY2026 Environment (4) Social (8) Governance (4) Others (4) 512.26 MTCO2e 19.95% 4.62 57.14% ISO 9001:2015 Amount of GHG Female Gender Employee Turnover Independent Board of Quality Management Emissions Composition Rate Directors System 100% 15.47 ISO 14001:
Slide 34: SJS Website ESG Disclosure Platform
SJS| AI - ESG Profile: 17 Factors and 591 Subfactors ESG Disclosure Platform SJS Website SJS Enterprises ESG Profile Link (Click Here) Resilience (6) Management Approach (5) Company Overview (15) Board of Directors (7) Vérifications and Assurances (6) ESG Factors (17) Environment (77) Social (106) G
Slide 35: ESG Quantitative Performance Metrics FY2027
SJS| ESG Quantitative Performance Metrics FY2027 Environment (4) Social (8) Governance (4) Others (4) 512.26 MTCO2e 19.95% 4.62 57.14% ISO 9001:2015 Amount of GHG Female Gender Employee Turnover Independent Board of Quality Management Emissions Composition Rate Directors System 100% 15.47 ISO 14001:
Slide 36: AI - ESG Profile: Disclosure Subfactors (1/3)
SJS| AI - ESG Profile: 591 Disclosure Subfactors (1/3) Environment (77) 1) Environment Strategy in Place 28) Water Usage History 54) Amount of Air Pollution 2) Environmental Reporting 29) Water Intensity 55) Air Pollution History 3) Environmental Policy and Commitments 30) Water Savings Initiatives
Slide 37: AI - ESG Profile: Disclosure Subfactors (2/3)
SJS| AI - ESG Profile: 591 Disclosure Subfactors (2/3) Social (106) 1) Social Strategy in Place 29) Pay Performance Gap Management 55) Workforce Training 83) Board of Directors Training 2) Communication of Labour Policy 30) CEO to Employee Compensation Ratio 56) Number of Trained Staff 84) Policy Br
Slide 38: Experienced & Qualified Board Team
SJS| Experienced & Qualified Board Team Ramesh Chandra Jain K A Joseph Sanjay Thapar Non-Exec Chairman & Independent Director Managing Director Executive Director and Group CEO Over 40 years experience in the industry, of ~40 years of experience in aesthetics Over 40 years of experience in the auto
Slide 39: Experienced Management Team
SJS| Experienced Management Team Mandeep Singh Mahendra Naredi Ranjit Nambiar R. Raju Group Chief Information Group Chief Financial Officer Group Chief Operations Officer Chief Marketing Officer Officer • 27+ years of experience in financial • 30+ years of diversified experience • 28+ years of exper
Slide 40: Thank You
THANK YOU Head Investor Relations: IR Contact: Devanshi Dhruva | Head – Investor Relations Simran Malhotra / Soham Arora SJS Enterprises Investor Relations Advisor devanshi@sjsindia.com Churchgate Partners M: +91 98209 62846 sjs@churchgatepartners.com; +91 73032 11037