S.j.s. Enterprises Limited · NSE:SJS
S.j.s. Enterprises — Q3 FY2026 Earnings Presentation
34 slides from S.j.s. Enterprises's earnings presentation, January 2026
Slide 1: SJS Enterprises Limited Q3 & 9MFY26 Earnings Presentation
SJS Enterprises Limited Q3 & 9MFY26 EARNINGS PRESENTATION
Slide 2: 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 3: Q3FY26 Concall Presenters
SJS| Q3FY26 Concall Presenters K A JOSEPH SANJAY THAPAR MAHENDRA NAREDI DEVANSHI DHRUVA Managing Director Group CEO & Executive Director Group Chief Financial Officer Head–Investor Relations • Founded the company in 1987 • Over 35 years of experience in • 25+ years of experience in • 13+ years of ex
Slide 4: SJS Overview: Premium aesthetics products manufacturer
SJS Overview| Premium aesthetics products manufacturer Operational Excellence Core Products and Technologies Strategic Market Position • Partner, co-creator and supplier of • Wide product range: Decals, choice to several leading OEMs in • Operates in the high value-add appliques/dials, overlays, log
Slide 5: Q3 & 9MFY26 Business & Financial Highlights
Q3 & 9MFY26 Business & Financial Highlights
Slide 6: Q3FY26 Highlights
SJS| Q3FY26 Highlights SJS delivered a stellar 46.0% YoY growth in automotive business v/s 15.7% YoY growth for automotive (2W + PV) industry • Highest ever Quarterly Revenue at Rs. 2,435.3 Mn, a growth of 36.4% YoY • Growth largely driven by 48.7% YoY growth in 2W segment and 43.5% YoY growth in PV
Slide 7: Outperforming the Industry Growth for 25th consecutive quarter
SJS| Outperforming the Industry Growth for 25th consecutive quarter Q3FY26 - Industry Production Volume1 v/s SJS YoY Sales2 2W & PV segment 48.7% ~3x growth delivered strong 46.0% 36.4% 43.5% v/s industry growth 19.1% 15.0% 15.7% 2W Industry PV SJS (Cons) 2W+PV SJS (Cons) 9MFY26 - Industry Productio
Slide 8: Q3FY26 Business Highlights: New Customers and Growing Mega Accounts
SJS| Q3FY26 Business Highlights Strong growth story continues… Growing Mega Accounts - Key Business Projects Won New Customer Addition Raptee, EV 2W Urban Company – Water Purifier Q3FY26 Earnings Presentation Jan 2026 8
Slide 9: Business Update on Displays segment
SJS| Business Update on Displays segment Entered Technology License cum Supply Agreement (TLA) with BOE Varitronix (BOEVX), Hong Kong, for the optical bonding and assembly of automotive display systems in India & Key Highlights: • SJS will optically bond and assemble automotive displays for 4W and s
Slide 10: Awards & Achievements
SJS| Awards & Achievements 1 2 SJS Chairman, Mr. Ramesh Jain, has been Awarded ‘Working Capital - Plan of The Year’ recognized as one of the Top 10 Chairmen in India award at the UBS Forums, 17th Edition, Future – 2025 by CEO Insights magazine. of Finance Summit & Awards 2025 Q3FY26 Earnings Present
Slide 11: ESG Initiatives
SJS | ESG Initiatives Environmental Social Governance • In process of securing 2 MW wind SJS contributed towards various social • Established robust risk management power from DB Renews Pvt. Ltd. cause: framework for mitigating risks • Supply started from Surya Urja 1 for • Let’s Feed the Needy to p
Slide 12: ESG Initiatives: Pink Line
SJS| ESG Initiatives Launch of Pink Line - we reaffirm our commitment towards women's empowerment, inclusion and safety at the workplace Pink Line Initiative Equal Rights, Equal Power What is Pink Line • Dedicated production area for women • Trained women operators for inspection • Encourage mutual
Slide 13: Q3 & 9MFY26 Financial Performance
SJS| Q3 & 9MFY26 Financial Performance All figures in Rs. Mn Revenue from Operations EBITDA and EBITDA Margin (%) PAT and PAT Margin (%) YoY YoY YoY 36% 57% 63% 728 756 433 450 2,418 2,435 QoQ 482 QoQ 277 Q3FY26 1,786 4% 4% QoQ 17.9% 18.5% 0.7% 29.6% 30.5% 15.5% 26.6% Q3 FY25 Q2 FY26 Q3 FY26 Q3 FY25
Slide 14: 9MFY26 Capital Structure and Returns
SJS|9MFY26 Capital Structure and Returns (Rs. Mn.) FY24 FY25 9MFY26 Long Term Debt 400 0 0 • Strong cash flow generation to support expansion initiatives Short Term Debt 283 158 69 • Consistently delivering robust ROCE and ROE performance. Total Debt 683 158 69 Our ROE and ROCE improved to 19.8% and
Slide 15: Consolidated P&L Performance
SJS| Consolidated P&L Performance (INR in Mn) Q3FY26 Q3FY25 YoY% Q2FY26 QoQ% 9MFY26 9MFY25 YoY% Operating Revenue 2,435.3 1,785.6 36.4% 2,417.6 0.7% 6,949.5 5,599.7 24.1% EBITDA 756.4 482.1 56.9% 728.4 3.8% 2,072.0 1,504.1 37.8% EBITDA Margin % 30.5% 26.6% 29.6% 29.3% 26.6% PAT 450.4 277.1 62.5% 432
Slide 16: Diversified Revenue Portfolio
SJS| Diversified Revenue Portfolio Revenue by Business Revenue by End Segment Revenue by Geography 3.9% 11.6% 17.6% 15.0% Q3 FY2026 38.8% 22.7% 59.6%, 42.3% 88.4% SJS SJS Decoplast 1 WPI 2W PV Consumer Others Domestic Exports 2 17.3% 4.5% 9.4% 16.6% 9M FY2026 39.7% 23.6% 59.1% 39.3% 90.6% SJS SJS De
Slide 17: Future Growth Outlook
Future Growth Outlook
Slide 18: 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 Post WPI acquisition Rs 1,200 - 1,500 Rs 3,500 – 5,000 5 - 8x growth Per vehicle Per vehicle Per vehicle Legacy Ki
Slide 19: 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 Rs 300 - 500 1.5 - 2x growth Per vehicle Per vehicle Legacy Kit Value Future Kit Value SJS’ New Age Products (2
Slide 20: Strong organic growth with best-in-class margins
SJS| Strong organic growth with best-in-class margins Products: Focus on development of new technologies & advanced products • Intend to develop and introduce Optical cover glass, Illuminated logos, In Moulded Electronic (IME) parts and other new gen technologies 01 • Continue to build capabilities
Slide 21: 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 Sustaining Targets Integration Performance phase of Performance growth • WPI – Acquired in July’23, a great • SJS Decoplast – 3x revenue growth since
Slide 22: FY26 Outlook
SJS| FY26 Outlook ▪ SJS to continue its strong financial performance trajectory ▪ SJS expects to outperform the underlying industry growth by over 2.5x on account of : ▪ Premiumisation + Building Mega OEM Accounts + Exports = Higher than industry sales growth for SJS ▪ Business breakthrough with new
Slide 23: Q3 & 9MFY26 Earnings Call Invite
SJS Enterprises Limited Q3 & 9MFY26 Earnings Call Invite SJS Enterprises Limited (BSE: 543387) announced its results for the quarter and nine months ended Dec 31st, 2025, on Jan 28th, 2026. Following the announcement, the management team will host a conference call for investors and analysts on Jan
Slide 24: Appendix
Appendix
Slide 25: Longstanding history of design backed manufacturing excellence
SJS| Longstanding history of design backed manufacturing excellence Evolution into a leading design and aesthetics focused business 2025 2023 Entered Technology License cum Supply Walter Pack India Agreement with BOE 2021 July’23 - Acquired 90.1% Varitronix Ltd, HongKong, for the stake in WPI. Focus
Slide 26: Diverse Product Portfolio (1/3)
SJS| Diverse Product Portfolio…(1/3) Decals & Body Graphics 2D Appliques & Dials 3D Appliques & Dials Overlays Q3FY26 Earnings Presentation Jan 2026 26
Slide 27: Diverse Product Portfolio (2/3)
SJS| Diverse Product Portfolio…(2/3) Aluminium Badges Domes 3D Lux Badges Aftermarket – “Transform” Q3FY26 Earnings Presentation Jan 2026 27
Slide 28: 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) Q3FY26 Earnings Presentation Jan 2026 28
Slide 29: 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 (%) 7,605 2,032 1,188 6,278 1,599 854 1,168 673 4,330 3,699 985 550 478 797 2,516 31.2% 19.0% 26.3% 26.4% 25.2% 26.4% 15.5% 15.6% 14.9% 13.6% FY21
Slide 30: SJS Website ESG Factors
SJS| AI - ESG Profile: 17 Factors and 499 Subfactors ESG Disclosure Platform SJS Website SJS Enterprises ESG Profile Link (Click Here) Resilience (6) Management Approach (4) Company Overview (15) Board of Directors (6) Vérifications and Assurances (2) ESG Factors (17) Environment (49) Social (82) Go
Slide 31: ESG Quantitative Performance Metrics
SJS| ESG Quantitative Performance Metrics FY2025 Environment (4) Social (8) Governance (4) Others (4) 26,865.52 GJ 18.44% 5.35 50% ISO 9001:2015 Renewable Energy Female Gender Employee Turnover Independent Board of Quality Management Consumed Composition Rate Directors System 8.81 GJ/Rupees 100% 12.
Slide 32: Experienced & Qualified Board Team
SJS| Experienced & Qualified Board Team Ramesh Chandra Jain K A Joseph Non-Exec Chairman & Independent Director Managing Director – Promoter & Co-founder • Over 40 years experience in the industry, of which 25 years • Over 35 years of experience in aesthetics printing business worked in Eicher & ret
Slide 33: Experienced Management Team
SJS| Experienced Management Team MAHENDRA NAREDI RANJIT NAMBIAR SADASHIVA BALIGAR R. RAJU Group Chief Finance Officer Group Chief Operations Officer Chief Operations Officer Chief Marketing Officer • 30+ years of diversified experience in • 35+ years of experience in operations • 28+ years of experi
Slide 34: Thank You
THANK YOU Head Investor Relations: IR Contact: Devanshi Dhruva | Head – Investor Relations Simran Malhotra / Sanket Vangule SJS Enterprises Investor Relations Advisor devanshi@sjsindia.com Churchgate Partners sjs@churchgatepartners.com; 91 22616 95988