S.j.s. Enterprises Limited · NSE:SJS
S.j.s. Enterprises — Q4 FY2026 Earnings Presentation
36 slides from S.j.s. Enterprises's earnings presentation, May 2026
Slide 1: Q4 & FY26 Earnings Presentation
SJS Enterprises Limited Q4 & FY26 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: Q4FY26 Concall Presenters
SJS| Q4FY26 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: Q4 & FY26 Business & Financial Highlights
Q4 & FY26 Business & Financial Highlights
Slide 6: Q4FY26 Highlights
SJS| Q4FY26 Highlights SJS delivered a stellar 41.0% YoY growth in automotive business v/s 18.9% YoY growth for automotive (2W + PV) industry • Highest ever Quarterly Revenue at Rs. 2,601.2 Mn, a growth of 29.7% YoY • Growth largely driven by 41.1% YoY growth in 2W segment and 40.9% YoY growth in PV
Slide 7: Outperforming the Industry Growth for 26th consecutive quarter
SJS| Outperforming the Industry Growth for 26th consecutive quarter Q4FY26 - Industry Production Volume1 v/s SJS YoY Sales2 41.1% 40.9% >2x growth 41.0% 2W & PV segment v/s industry delivered strong 29.7% growth 20.7% 18.9% 11.3% SJS (Cons) 2W PV 2W+PV Industry SJS (Cons) FY26 - Industry Production
Slide 8: FY26 – A Milestone Year
SJS| FY26 – A Milestone Year Company has expanded and grown at a rapid pace SJS revenue has grown over 3.5x since FY21 (Pre IPO) FY21 – Pre IPO FY26 5 yr CAGR 30.6% Revenue Rs 2,516 Mn Rs 9,551 Mn 5 yr CAGR 29.3% EBITDA Rs 797 Mn Rs 2,880 Mn 5 yr CAGR 29.2% PAT Rs 478 Mn Rs 1,718 Mn FY26 SJS achieve
Slide 9: FY26 Business Highlights
SJS| FY26 Business Highlights Strong growth story continues… Growing Mega Accounts - Key Business Projects Won New Customer Same Deutz – Addition Hero MotoCorp Autoliv, USA FCA, USA Orafol, USA (Nissan) Fahr (Tractors) Raptee, EV 2W River (EV 2W) Urban Company – Water Purifier Azad (EV Bus) Yazaki Q
Slide 10: Awards & Achievements
SJS| Awards & Achievements SJS was ranked amongst the Top 30 Mid- Size 1 2 India’s Best Workplaces in Manufacturing in 2026 by Great Place to Work. This marks our 6th consecutive year receiving the "Great Place To Work" Certification Award SDPL was awarded for Excellence in Quality Performance by Jo
Slide 11: ESG Initiatives
SJS | ESG Initiatives Environmental Social Governance • Entered an agreement with DB SJS contributed towards various social • Established robust risk management Renews Pvt. Ltd for supply of 2 MW cause: framework for mitigating risks wind power • Let’s Feed the Needy to provide • Board committees en
Slide 12: CSR Initiatives
SJS| CSR Initiatives Contributed to Let’s Feed the Needy to Changemakers of Kanakkapura Road Contributed to Rotary Club of Coimbatore Different Art Centre, educates & empowers provide meals to needy and homeless Association - Funding support for Metropolis Trust for Project Hope After specially-able
Slide 13: CSR Initiatives
SJS| CSR Initiatives Contribution towards CBCI Society for Sponsoring Mr. Kumar Manikandan, a Paralympic Distributed 5 tricycles to the specially-abled people in Medical Education to provide medical Athlete to represent India on global sports platforms Bangalore treatment to poor and needy Installed
Slide 14: Q4 & FY26 Financial Performance
SJS| Q4 & FY26 Financial Performance All figures in Rs. Mn Revenue from Operations EBITDA and EBITDA Margin (%) PAT and PAT Margin (%) YoY YoY 53% YoY 30% 45% 756 808 489 2,601 450 2,435 QoQ 528 QoQ 2,005 337 Q4FY26 7% 9% QoQ 16.8% 18.5% 18.8% 7% 30.5% 30.3% 26.1% Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3
Slide 15: FY26 Capital Structure and Returns
SJS|FY26 Capital Structure and Returns (Rs. Mn.) FY24 FY25 FY26 Long Term Debt 400 0 0 • ICRA upgraded SJS long term funds rating to AA- (Positive) from AA- (Stable) Short Term Debt 283 158 77 • Strong cash flow generation to support expansion initiatives Total Debt 683 158 77 • Consistently deliver
Slide 16: Consolidated P&L Performance
SJS| Consolidated P&L Performance (INR in Mn) Q4FY26 Q4FY25 YoY% Q3FY26 QoQ% FY26 FY25 YoY% Operating Revenue 2,601.2 2005.1 29.7% 2,435.3 6.8% 9,550.7 7,604.9 25.6% EBITDA 807.6 528.0 53.0% 756.4 6.8% 2,879.6 2,032.1 41.7% EBITDA Margin % 30.3% 26.1% 30.5% 29.6% 26.4% PAT 488.7 337.4 44.9% 450.4 8.
Slide 17: Diversified Revenue Portfolio
SJS| Diversified Revenue Portfolio Revenue by Business Revenue by End Segment Revenue by Geography 4.6% 9.8% 17.9% 12.6% Q4 FY2026 34.8% 54.7%, 27.4% 48.0% 90.2% SJS SJS Decoplast 1 WPI 2W PV Consumer Others Domestic Exports 2 17.5% 4.5% 9.5% 15.5% FY2026 38.3% 24.6% 57.9% 41.7% 90.5% SJS SJS Decopl
Slide 18: Future Growth Outlook
Future Growth Outlook
Slide 19: 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 20: 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 Technology Prod
Slide 21: 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 • BOE Varitronix tie up will enable SJS to develop optical cover glass & display systems in India 01 • To introduce Illuminated logos, In-Moulded Electronic (IME) parts & othe
Slide 22: 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 – 3.5x revenue growth SJS
Slide 23: FY27 Outlook
SJS| FY27 Outlook ▪ SJS to continue its strong financial performance trajectory ▪ SJS expects to outperform the underlying industry growth by 1.5 - 2x on account of : ▪ Premiumisation + Building Mega OEM Accounts + Exports = Higher than industry sales growth for SJS ▪ Business breakthrough with new
Slide 24: Q4 & FY26 Earnings Call Invite
SJS Enterprises Limited Q4 & FY26 Earnings Call Invite SJS Enterprises Limited (BSE: 543387) announced its results for the quarter and year ended Mar 31st, 2026, on May 5th, 2026. Following the announcement, the management team will host a conference call for investors and analysts on May 6th, 2026,
Slide 25: Appendix
Appendix
Slide 26: 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 27: Diverse Product Portfolio (1/3)
SJS| Diverse Product Portfolio…(1/3) Decals & Body Graphics 2D Appliques & Dials 3D Appliques & Dials Overlays Q4FY26 Earnings Presentation Mar 2026 27
Slide 28: Diverse Product Portfolio (2/3)
SJS| Diverse Product Portfolio…(2/3) Aluminium Badges Domes 3D Lux Badges Aftermarket – “Transform” Q4FY26 Earnings Presentation Mar 2026 28
Slide 29: 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) Q4FY26 Earnings Presentation Mar 2026 29
Slide 30: 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 (%) 9,551 7,605 2,880 1,718 6,278 2,032 1,188 4,330 1,599 3,699 854 1,168 985 673 550 26.3% 26.4% 26.4% 29.6% 25.2% 18.0% 14.9% 15.5% 13.6% 15.6%
Slide 31: 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 32: ESG Quantitative Performance Metrics
SJS| ESG Quantitative Performance Metrics FY2026 Environment (4) Social (8) Governance (4) Others (4) 47,775 GJ 19.1% 11.0% 50% ISO 9001:2015 Renewable Energy Female Gender Employee Turnover Independent Board of Quality Management Consumed Composition Rate Directors System 7.38 GJ / Mn 100% 14.5% 16
Slide 33: Experienced & Qualified Board Team (1/2)
SJS| Experienced & Qualified Board Team (1/2) K A Joseph Sanjay Thapar Managing Director – Promoter & Co-founder Executive Director and Group CEO • Over 35 years of experience in aesthetics printing business • Over 35 years of experience in the auto industry • Leads the manufacturing operations for
Slide 34: Experienced & Qualified Board Team (2/2)
SJS| Experienced & Qualified Board Team (2/2) Ramesh Chandra Jain Veni Thapar Non-Exec Chairman & Independent Director Non-Executive Independent Director • Over 40 years experience in the industry, of which 25 years • Presently a Sr. Partner of V K Thapar & Company, Chartered worked in Eicher & reti
Slide 35: Experienced Management Team
SJS| Experienced Management Team MAHENDRA NAREDI RANJIT NAMBIAR R. RAJU Group Chief Finance Officer Group Chief Operations Officer Chief Marketing Officer • 30+ years of diversified experience in chemicals, • 28+ years of experience in the field of marketing • 25+ years of experience in financial po
Slide 36: Thank You
THANK YOU Head Investor Relations: IR Contact: Devanshi Dhruva | Head – Investor Relations Simran Malhotra / Ansh Gandhi SJS Enterprises Investor Relations Advisor devanshi@sjsindia.com Churchgate Partners sjs@churchgatepartners.com; 91 22616 95988