Prism Johnson Limited · NSE:PRSMJOHNSN
Prism Johnson — Investor Presentation (September 2025)
41 slides from Prism Johnson's investor presentation, Sep 15, 2025
Slide 1: Cover letter to stock exchanges
September 15, 2025 To, The Manager The General Manager Listing Department Department of Corporate Services National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block-G Phiroze Jeejeebhoy Towers, Bandra Kurla Complex Dalal Street, Fort Bandra East Mumbai – 400 001 Mumbai – 400 05
Slide 2: Corporate Presentation September 2025
www.prismjohnson.in Amongst India’s Leading Integrated Building Materials Companies Corporate Presentation September 2025 COMPANY PRESENTATION SEPTEMBER 2025
Slide 3: Agenda
Agenda www.prismjohnson.in • Company Overview • Industry • Strengths • Strategies • Financial Summary COMPANY PRESENTATION SEPTEMBER 2025 2
Slide 4: Company Overview
Company Overview www.prismjohnson.in Vision: Creating sustainable value by meeting the construction and lifestyle needs of our customers through innovative building materials and services. COMPANY PRESENTATION SEPTEMBER 2025 3
Slide 5: Prism Johnson: Our Journey
Prism Johnson: Our Journey www.prismjohnson.in 2021 2022 Received NCLT approval for the Composite Scheme 2023 New manufacturing of Arrangement and facility for Industrial Amalgamation 2024 Products & Natural amongst the Greenfield tile Resources (IPNR) Company and some manufacturing plant products a
Slide 6: Awards & Recognition
Awards & Recognition www.prismjohnson.in Awarded Most Preferred Workplace 2025-26 at the 5th Edition of the Most Preferred Workplace Awards Received 24th Global Greentech Environment & (Prism Received Superbrands 2025 Status for Sustainability Award 2025 for outstanding Cement) Johnson Endura, Johns
Slide 7: Leadership Team
Leadership Team www.prismjohnson.in Mr. Vijay Aggarwal Managing Director Raakesh Jain Executive Director & CEO – Cement Education: B. Com, MBA Tenure in Company: ~4 years Past Experience: Grasim Industries Ltd., Nuvoco Vistas Corp. Ltd. Sarat Kumar Chandak Executive Director & CEO – HRJ Education: B
Slide 8: Agenda
Agenda www.prismjohnson.in • Company Overview • Industry • Strengths • Strategies • Financial Summary COMPANY PRESENTATION SEPTEMBER 2025 7
Slide 9: Indian Cement Industry Overview
Indian Cement Industry Overview www.prismjohnson.in Per capita cement consumption of leading Estimated investment in cement Industry in India (₹ billion) cement producing countries (2024) Country Per Capita Cement (kg) FY21-25E 1.2x FY26-30P China 1,320-1,370 ₹ 1,300-1,350 Bn ₹ 1,600-1,700 Bn Turkey
Slide 10: Indian Cement Industry Overview: Regional demand
Indian Cement Industry Overview www.prismjohnson.in Regional cement demand trend 328 million tonnes ~7% CAGR 467 million tonnes 495-500 million tonnes 7.5-8.5% CAGR 670-680 million tonnes The eastern and 7-8% CAGR 15% 7.5-8.5% CAGR 16% central regions will 15% 15% continue to drive 22% 6.5-7.5% CAGR
Slide 11: Indian Cement Industry Overview: Cement prices
Indian Cement Industry Overview www.prismjohnson.in Pan-India trend in cement prices 3% 4% 3% 0-2% -2% -6% 391 381 384 367 360 360-365 FY21 FY22 FY23 FY24 FY25 FY26 P Prices (₹/Bag) Price growth Region-wise trend in cement prices 2% 0% 7% 6-8% 5% (1)-1% (1-3)% -3% -2% -3% -5% -12% 367-372 388 385 38
Slide 12: Indian Ceramic Tiles and RMC Industry Overview
Indian Ceramic Tiles and RMC Industry Overview www.prismjohnson.in Ceramic Tiles Industry: Demand and Growth Outlook 6% 14% 8% -2% 10% -6% 6% 1,800-1,890 FY25E-FY30P 1,466-1,660 CAGR: 6-7% 1,391 1,366 1,216 1,152 1,063 FY21 FY22 FY23 FY24 FY25E FY26P FY30P Demand (million m2) Growth (%) RMC Industry
Slide 13: Agenda
Agenda www.prismjohnson.in • Company Overview • Industry • Strengths • Strategies • Financial Summary COMPANY PRESENTATION SEPTEMBER 2025 12
Slide 14: Strengths
Strengths www.prismjohnson.in An Integrated Building Materials Company# with a long-standing legacy with Pan India presence for tiles and RMC segment# and strong regional presence for cement segment in central and eastern market# Structural proxy on India’s housing and infrastructure growth, with a
Slide 15: An integrated building materials company with a long-standing legacy
An integrated building materials company with a long-standing www.prismjohnson.in legacy, and strong industry presence CAPACITY PRODUCTS PRESENCE 5.60 MTPA at Satna, Madhya o Ordinary Portland Cement Regional presence catering Pradesh; Supply agreements o Portland Pozzalana Cement to Eastern & Centr
Slide 16: Diversified revenue base across segments
Diversified revenue base across segments www.prismjohnson.in Revenue (₹ Crore) Revenue Segmentation 7,360.52 7,587.51 7,310.21 5.78% 6.82% 6.89% 7.34% 438.90 540.16 498.91 19.04% 19.39% 19.36% 17.48% 1,471.18 1,401.30 1,414.91 31.45% 28.43% 2,385.99 32.59% 32.73% 2,399.01 2,392.55 1,921.75 132.44 47
Slide 17: Diversified revenue base across products, geographies and customer segments
Diversified revenue base across products, geographies and customer segments ensuring resilience through economic cycles www.prismjohnson.in Cement: Regional Mix (% of cement sales volume) HRJ: Product wise Revenue Mix 6.54% 5.30% 5.57% 5.45% 23.61% 21.84% 22.01% 21.33% 11.74% 11.56% 12.81% 13.75% 17
Slide 18: Robust manufacturing and technical capabilities
Robust manufacturing and technical capabilities… www.prismjohnson.in 2 Cement Plants, 1 Location, 5.60 MTPA 11 Tiles Plants, 64.2 million m2 2 Faucet Plants, 3.6 million pcs 1 Sanitaryware Plant, 11,000 TPA 21 Experience Centres (HRJ) 91 RMC Plants* All figures mentioned above are as on June 30, 202
Slide 19: Prism Cement: Plant at Satna
Prism Cement: Plant at Satna www.prismjohnson.in Cement Plant at Satna, Madhya Pradesh Prominent# cement company Supply agreements with in the Satna cluster with an three grinding units, situated installed cement capacity of in UP, for an aggregate 5.60 MTPA capacity of 1.08 MTPA* Prism Cement has 2
Slide 20: HRJ Plants
HRJ Plants www.prismjohnson.in Kiln at Vijayawada Tile Plant 2 faucet manufacturing plants 11 tile manufacturing plants with total capacity of 3.6 (including joint ventures) with million pieces p.a.; 1 total capacity of 64.2 million sanitaryware plant (joint m2 p.a. venture) with a production capaci
Slide 21: Prism RMC: Pan-India Network of Plants
Prism RMC: Pan-India Network of 91 Plants www.prismjohnson.in RMC Plant- Greater Noida Technical lab certified by Amongst top four players# National Accreditation in the RMC sector with pan Board for Testing and India presence with 91 Calibration Laboratories plants* at 42 cities / towns (NABL) to e
Slide 22: Underpinned by a culture of innovation (1/2)
…Underpinned by a culture of innovation (1/2) www.prismjohnson.in Premium Products (% of Cement Sales Volume) Champion Premium Plus Products 45.94% 42.33% 31.22% 33.61% FY23 FY24 FY25 Q1 FY26 GreenPro Certification Provides superior strength, performance and Champion quality; Helps in making the con
Slide 23: Underpinned by a culture of innovation (2/2)
…Underpinned by a culture of innovation (2/2) www.prismjohnson.in Cool Roof Tiles Anti-Static Tiles Radiation Shielding Tiles Tac Tiles HRJ Division has been granted three patents for several innovations, including a ‘process for manufacturing isostatic punch and the punch manufactured therefrom’, ‘
Slide 24: Ardex Endura: Joint Venture with Ardex, Germany
Ardex Endura: Joint Venture with Ardex, Germany www.prismjohnson.in Revenue from operations (₹ Crores) ➢ Prism Johnson’s Joint Venture with Ardex, Germany with a 252.49 200.04 219.05 50.00% Stake ➢ 7 plants located in Ramnagaram, Vadodara, Paschim Bardhaman, Pune, Tirupati, Ghiloth and Kamrup Rural
Slide 25: Wide distribution network supported by effective marketing (1/2)
Wide distribution network supported by effective marketing to create a strong brand www.prismjohnson.in recall (1/2) 2,495 Effective Dealers As of June 30, 2025 (Sales Volume > 40 tonnes) COMPANY PRESENTATION SEPTEMBER 2025 24
Slide 26: Wide distribution network supported by effective marketing (2/2)
Wide distribution network supported by effective marketing to create a strong brand www.prismjohnson.in recall (2/2) 21 Experience Centers 893 Effective Tile Dealers in Q1 FY26 Cool Roof Tiles Max Grip Anti-Skid Tiles In May 2025, HRJ launched a comprehensive multimedia advertising campaign aimed at
Slide 27: HRJ: Operates Experience Centres Across India
HRJ: Operates 21 Experience Centres Across India www.prismjohnson.in List of Experience Centres HRJ Experience Centre City State 1 Ahmedabad Gujarat 2 Bengaluru Karnataka 3 Bhubaneshwar Odisha 4 Calicut Kerala 5 Chandigarh Chandigarh 6 Chennai Tamil Nadu 7 Coimbatore Tamil Nadu 8 Delhi Delhi 9 Ernak
Slide 28: HRJ: Leveraging the Johnson Brand & Distribution Network
HRJ: Leveraging the Johnson Brand & Distribution Network www.prismjohnson.in Johnson Bath Division Exports Revenue (₹ Crore) 306.49 140.82 281.55 275.91 125.67 116.06 101.95 100.70 107.68 38.87 24.97 8.38 FY23 FY24 FY25 FY23 FY24 FY25 Revenue (₹ Crore) Engg. Marble & Quartz Tiles o Key Products: San
Slide 29: Strong product portfolio, supported by effective marketing
Strong product portfolio, supported by effective marketing to create a strong brand recall www.prismjohnson.in COMPANY PRESENTATION SEPTEMBER 2025 28
Slide 30: Sustainability Focus: FY25
Sustainability Focus: FY25 www.prismjohnson.in Creating Safeguarding the Employee Well- Supporting Stakeholder Value Environment being and Growth Communities 623 kg CO2 92% 0.097 ₹ 1.16 Crores Prism Cement’s net Customer Satisfaction Index Lost Time Injury Frequency Expenditure on CSR emission inten
Slide 31: Strong corporate governance and an experienced management
Strong corporate governance and an experienced management driving the next phase www.prismjohnson.in of growth Name Designation Status 1 Mr. Raveendra Subramanyam Dr. Raveendra Subramanyam Chittoor Chittoor Chairman Non-Executive Independent Director 2 Mr. Rajan Beharilal Raheja Director Non-Executi
Slide 32: Agenda
Agenda www.prismjohnson.in • Company Overview • Industry • Strengths • Strategies • Financial Summary COMPANY PRESENTATION SEPTEMBER 2025 31
Slide 33: Management Strategy
Management Strategy: Focus on cost optimization, increase share of premium products, demand generation, expansion of distribution network & working capital management www.prismjohnson.in FY10 to FY11 FY11 to FY14 FY18 to FY25 FY26 & Beyond Division Years of Years of Years of At an Profitable Challen
Slide 34: Agenda
Agenda www.prismjohnson.in • Company Overview • Industry • Strengths • Strategies • Financial Summary COMPANY PRESENTATION SEPTEMBER 2025 33
Slide 35: Consolidated Financial Performance Snapshot (1/2)
Consolidated Financial Performance Snapshot (1/2) www.prismjohnson.in Revenue from operations (₹ Crores) Revenue Mix 7.34% 5.78% 6.82% 6.89% 7,587.51 19.04% 19.39% 19.36% 17.48% 7,360.52 7,310.21 32.59% 31.45% 32.73% 28.43% 1,921.75 43.73% 41.34% 47.54% 41.17% -0.13% -0.35% -0.25% -0.34% FY23 FY24 F
Slide 36: Consolidated Financial Performance Snapshot (2/2)
Consolidated Financial Performance Snapshot (2/2) www.prismjohnson.in Working Capital (Days) Net Cash Flow from Operating Activities (₹ Crores) 737.28 29.94 591.86 Efficient working capital 472.81 23.28 management with cash Net Cash Flow from conversion cycle at 29.94 operating activities grew 6.29
Slide 37: Prism Cement: Performance Summary
Prism Cement: Performance Summary www.prismjohnson.in Cement & Clinker Sales Volume (million tonnes) Revenue (₹ Crores) 6.58 6.62 3,318.20 5.92 3,029.98 3,022.28 1.96 913.55 FY23 FY24 FY25 Q1 FY26 FY23 FY24 FY25 Q1 FY26 EBITDA (₹ Crores) & Margin Per tonne Metrics (₹) FY23 FY24 FY25 Q1 FY26 10.42% 1
Slide 38: HRJ: Performance Summary (Consolidated)
HRJ: Performance Summary (Consolidated) www.prismjohnson.in Revenue (₹ Crores) EBITDA (₹ Crores) & EBITDA Margin (%) 8.00% 7.35% 500.00 5.85% 450.00 2,399.01 2,385.99 2,392.55 5.74% 7.00% 400.00 6.00% 350.00 5.00% 300.00 3.29% 176.29 4.00% 250.00 136.88 139.92 200.00 3.00% 150.00 2.00% 546.37 100.00
Slide 39: Prism RMC: Financial Performance Summary (Consolidated)
Prism RMC: Financial Performance Summary (Consolidated) www.prismjohnson.in Revenue (₹ Crores) EBITDA (₹ Crores) & EBITDA (%) 5.82% 5.09% 1,401.30 1,471.18 1,414.91 2.65% 0.35% 82.37 335.85 39.02 4.95 17.09 FY23 FY24 FY25 Q1 FY26 FY23 FY24 FY25 Q1 FY26 EBITDA EBITDA % # of Plants Sales Volume (milli
Slide 40: Raheja QBE General Insurance (RQBE): Performance Summary
Raheja QBE General Insurance (RQBE): Performance Summary www.prismjohnson.in Premium (₹ Crores) Profit/(loss) after tax (₹ Crores) FY23 FY24 FY25 Q1 FY26 511.50 396.03 431.16 358.91 -7.64 315.69 224.48 148.25 114.65 -39.88 -47.84 FY23 FY24 FY25 Q1 FY26 -89.99 Gross Written Premium* Net Earned Premiu
Slide 41: For additional information, please contact
www.prismjohnson.in For additional information, please contact: Nupur Agarwal | Chief Investor Relations & Strategy Officer Tel: +91-98198-52256 | Email: nupur.agarwal@prismjohnson.in Aditya Bob Mahendru | Chief Innovation Officer Tel: +91-98337-28328 | Email: aditya.mahendru@prismjohnson.in Website
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