S.J.S. Enterprises Limited has informed the Exchange about Investor Presentation
November 03, 2025
To,
National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra – Kurla Complex, Bandra (E), Mumbai -400 051
BSE Limited Corporate Relationship Department, 2nd Floor, New Trading Wing, Rotunda Building, P.J. Towers, Dalal Street, Mumbai – 400 001
Symbol: SJS
ISIN: INE284S01014
Dear Sir/Madam,
Scrip Code: 543387
Subject: Earnings Call Presentation of the Company pertaining to Q2 & H1 of FY 2025-26
In continuation with the Company’s letter dated October 27, 2025, pertaining to intimation of schedule of earnings call to be held on Tuesday, November 04, 2025, at 10:30 AM (IST) and pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the earnings presentation on the unaudited Financial Results of the Company for the quarter and half-year ended September 30, 2025.
Also, this presentation will be uploaded on the website of the Company at https://www.sjsindia.com/
Request you to kindly take the above on record.
Thank you,
Yours faithfully, For S.J.S. Enterprises Limited
_____________________ Thabraz Hushain W. Company Secretary and Compliance Officer Membership No.: A51119
Encl: As mentioned above.
SJS Enterprises Limited
Q2 & H1FY26 EARNINGS PRESENTATION
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 person. This presentation does not constitute or form part of any offer, invitation, recommendation, or solicitation to buy, subscribe to, or sell any securities of the Company, nor shall it or any part of it or the fact of its distribution form the basis of, or be relied upon in connection with, any contract, commitment, or investment decision in relation thereto. Nothing in this presentation should be construed as legal, accounting, tax, or investment advice.
This presentation has not been approved, reviewed, or recommended by any statutory or regulatory authority in India, including the Securities and Exchange Board of India (SEBI) or any stock exchange. The information contained herein is provided “as is” and has not been independently verified. None of the Company, its directors, officers, employees, affiliates, advisers, or representatives makes any representation or warranty, express or implied, as to, and none of them accepts any responsibility or liability for, the fairness, accuracy, completeness, or correctness of any information, statement, opinion, or projection contained herein.
This presentation contains certain statements that may be deemed to be “forward-looking statements” within the meaning of applicable laws and regulations, including statements concerning the Company’s future business prospects, performance, strategy, outlook, objectives, and results of operations. These forward- looking statements are based on current expectations, assumptions, and estimates and involve known and unknown risks, uncertainties, and other factors, many of which are beyond the Company’s control. Actual results, performance, or achievements may differ materially from those expressed or implied in such forward- looking statements due to, among other things, changes in economic conditions, demand and supply dynamics, competition, input cost variations, regulatory changes, geopolitical events, currency fluctuations, technological developments, or force majeure events.
Forward-looking statements speak only as of the date of this presentation. The Company expressly disclaims any obligation or undertaking to publicly release any update or revision to any forward-looking statement contained herein to reflect any change in its expectations or any change in events, conditions, or circumstances on which such statements are based, except as required by applicable law. Recipients of this presentation are cautioned not to place undue reliance on these forward-looking statements.
This presentation is not, and should not be construed as, a prospectus, statement in lieu of a prospectus, offering circular, or offer document under the Companies Act, 2013, the SEBI (Issue of Capital and Disclosure Requirements) Regulations, 2018, or any other applicable law in India. Unauthorized copying, reproduction, redistribution, or publication (in whole or in part) of this presentation or its contents in any form or manner is strictly prohibited. By accessing this presentation, you acknowledge that you have read and understood this disclaimer and agree to be bound by its terms. Any disputes or claims arising from or in connection with this presentation shall be governed by the laws of India, and the courts in Bengaluru, India, shall have exclusive jurisdiction.
Q2FY26 Earnings Presentation
Nov 2025
2
SJS| Q2FY26 Concall Presenters
K A JOSEPH Managing Director
SANJAY THAPAR Group CEO & Executive Director
MAHENDRA NAREDI Group Chief Financial Officer
DEVANSHI DHRUVA Head–Investor Relations
• Founded the company in 1987
• More
than 35 years of aesthetics
in experience printing business
• Post Graduate
Diploma
in Business Administration from the St. Joseph’s College of Administration, Business Bangalore; from B.Sc Bangalore University
• Over 35 years of experience in
the automotive industry
• Previously worked with Ashok Minda Group, Minda Valeo Security Systems, Minda HUF Limited, Tata Engineering and Limited Locomotive Company (now known as Tata Motors Limited)
• Bachelor’s degree
in
(mechanical engineering) the Delhi College of Engineering
science from
• 25+ years of experience in financial management, key accounting & financial analysis, FP&A, fundraising, M&As, legal & compliances, and strategy.
• Previously worked
in Minda
Corporation, Wipro & GE
• Bachelor’s degree in Law & Commerce Rajasthan from University, Chartered Accountant and Company Secretary from ICAI and ICSI
• 13+ years of experience
in Investor Relations and sell side analyst.
• Previously worked with Westlife Foodworld Ltd. (McDonald’s India), Piramal Enterprises Ltd. and Dolat Capital.
• PGDM – Finance from K J Somaiya Institute; M.Com & B.Com (Accounting & Finance) from University of Mumbai
Q2FY26 Earnings Presentation
Nov 2025
3
SJS Overview| Premium aesthetics products manufacturer
Strategic Market Position
in
• Operates
the high value-add aesthetics market across multiple consumer-oriented end industries
• Multi-industry applications enhancing
consumer products
• Focused on premium aesthetic
products and innovative designs
Core Products and Technologies
• Wide product
range: Decals, appliques/dials, overlays, logos/3D in-mold lux, aluminium badges, decoratives (IMD), optical plastics and lens mask covers for diverse applications
• Innovation-driven: In-house design
and R&D capabilities
Operational Excellence
• Partner, co-creator and supplier of choice to several leading OEMs in the automotive and consumer durables industry
• Supplying globally from its facilities in Bengaluru, 2 in Pune & 1 at Manesar, Gurugram spread across 4,00,000+ sq. ft.
Rs 7,605 Mn FY25 Revenue
26.4% FY25 EBITDA margin
AA- (Stable) Credit Rating by ICRA
~2,300 Workforce
22 Countries served
4 Production facilities (Bangalore, Pune [2], Manesar) (+1 facility at Hosur under construction)
220+ Customer locations
>197 Mn Parts supplied (FY25)
12,200+ SKUs (FY25)
Q1FY26 Earnings Presentation
July 2025
4
Q2 & H1FY26 Business & Financial Highlights
SJS| Q2FY26 Highlights
SJS delivered a stellar 29.5% YoY growth in automotive business v/s 9.5% YoY growth for automotive (2W + PV) industry
• Quarterly Revenue at Rs. 2,417.6 Mn, a growth of 25.4% YoY • Growth largely driven by 44.3% YoY growth in 2W segment • Quarterly Domestic business grew by 24.0% YoY whilst Exports grew 40.9% YoY
• Q2 EBITDA grew 40.9% YoY to Rs 728.4 mn; EBITDA margins at 29.6% • Q2 PAT grew 48.4% YoY to Rs 432.7 Mn with a margin of 17.9%
• •
•
•
FCFF as on 30th Sep 2025, is Rs. 677.7 Mn Strong cash flow generation; Net cash at Rs. 1,588.8 Mn
SJS signed MoU with BOE Varitronix, HongKong, to collaborate for manufacture of Automotive Displays in India for the PV segment SJS won several awards and accolades from Quality Circle Forum of India (QCFI); ACMA Kaizen award, Great Place to Work, CII’s Leading CFO of the Year FY24-25 in Auto and Auto Components sector and Value Leader award from Hero MotoCorp
Note: SJS Decoplast Private Limited erstwhile Exotech Plastics Private Limited
Q2FY26 Earnings Presentation
Nov 2025
6
SJS| Outperforming the Industry Growth for 24th consecutive quarter
Q2FY26 - Industry Production Volume1 v/s SJS YoY Sales2
44.3%
>3x growth v/s industry
29.5%
25.4%
2W segment delivered strong growth
10.6%
16.5%
4.2%
9.5%
2W
Industry
PV
SJS (Cons)
2W+PV
SJS (Cons)
H1FY26 - Industry Production Volume1 v/s SJS YoY Sales2
38.8%
14.6%
15.3%
2W
3.8%
PV
>4x growth v/s industry
26.3%
5.5%
18.4%
2W & PV segment delivered strong growth
Note: 1) Industry Production Volumes are production in India; 2) For SJS YoY Sales it is Consolidated numbers
Industry
SJS (Cons)
2W+PV
+
SJS (Cons)
SJS Consol Revenue
Q2FY26 Earnings Presentation
Nov 2025
7
SJS| Q2FY26 – A Milestone Quarter
Company has expanded and grown at a rapid pace Quarterly run rate in Q2FY26 is almost equivalent to annual numbers of FY21
FY21
Q2FY26
Revenue
Rs 2516.2 Mn
Rs 2417.6 Mn
EBITDA
Rs 797.0 Mn
Rs 728.4 Mn
PAT
Rs 477.7 Mn
Rs 432.7 Mn
Highest ever SJS (Consolidated) quarterly revenue
Highest ever quarterly Exports1 revenue (9.6% of Consol Revenue)
Note: 1) Exports include Deemed exports – Deemed exports means products made for global customers for their plants out of India but is delivered to their Indian Purchasing Office
Q2FY26 Earnings Presentation
Nov 2025
8
SJS| Q2FY26 Business Highlights
Strong growth story continues…
s t n u o c c A a g e M g n w o r G
i
n o W s t c e j o r P s s e n i s u B y e K
-
r e m o t s u C w e N
n o i t i d d A
Orafol, USA (Nissan)
River (EV 2W)
Azad (EV Bus)
Same Deutz – Fahr (Tractors)
Q2FY26 Earnings Presentation
Nov 2025
9
SJS| Business Update on Displays segment
SJS signed an MoU with BOE Varitronix, Hong Kong, for manufacturing of Automotive Displays in India
&
• MoU envisages transfer of technology by BOEVX to SJS for assembly and optical bonding of display screens,
including localization of cover glass and backlight units for the 4W automotive market in India
• Arrangement to be formalized via a Technical Assistance Agreement (TAA) or a Joint Venture
Q2FY26 Earnings Presentation
Nov 2025
10
SJS| Establishing New Facilities
Capacity expansion at Pune plant progressing well
Q2FY26 Earnings Presentation
Nov 2025
11
SJS| Awards & Achievements (1/2)
1
2
3
Won HERO Value leader Award & HERO VIDA award at Hero MotoCorp’s Global Supplier Meet in Sep 2025
Certified as a Great Work-place in mid size organizations category by Great Place to Work – Sep 2025
Won QCFI Awards in September 2025 – 7 awards for Kaizen and 1 award for Quality Circle
Q2FY26 Earnings Presentation
Nov 2025
12
SJS| Awards & Achievements (2/2)
4
5
6
7
SJS has been recognized as an Emerging Sustainable Practices Organisation at CII ESG Karnataka ESG Summit 2025
ACMA Kaizen award in Sep 2025 – Won 2nd position in Cost Savings
ACMA Kaizen award in Sep 2025 – Won 3rd position in Productivity & Improving Efficiency
CII awarded SJS CFO, Mr. Naredi as the Leading CFO of the Year 2024- 25 in Auto and Auto Components sector
Q2FY26 Earnings Presentation
Nov 2025
13
SJS | ESG Initiatives
Environmental
•
•
•
Supply started from Surya Urja 1 for ~3MW solar power at SJS
4.65 MW power supply started for SJS Decoplast & WPI from Amplus.
Planning to implement electric buses for employee commuting to enhance our sustainability efforts
*
83.3% SJS Standalone 38.5% SJS Group Renewable Energy Consumption (38.5% will move to ~60% by end of FY26)
* As per FY25 (consolidated)
Social
Governance
•
•
•
•
•
Comprehensive health check-ups for 500 underprivileged villagers
Supported 200 women with vocational training programs
Distributed 150 chairs, 65 desks, 100 school bags and other educational resources
24,258 employee training hrs in FY 25
Planted 180 trees during H1FY26
•
•
•
•
Established robust risk management framework for mitigating risks
Board committees ensure effective management and governance
Achieved ISO 50001 certification for energy management
SJS is in the process of implementing ISO 27001 for ISMS (Information Security Management System) Certification
8.9 hrs Average training hrs per employee
14.1% Women Workforce
7.1% Female Managers
Professional Management
25,000 People benefited with hygienic living conditions through garbage cleaning initiative
SJS received ESG rating of 70.4 (Good) from SES ESG Research and 74 (B+ and Very Good) from CFC Finlease
SJS Enterprises ESG Profile Link (Click Here)
Q2FY26 Earnings Presentation
Nov 2025
14
SJS| Q2 & H1FY26 Financial Performance
Revenue from Operation
EBITDA and EBITDA Margin (%)
PAT and PAT Margin (%)
All figures in Rs. Mn
YoY
25%
1,928
2,097
2,418
517
YoY
41%
587
728
291
QoQ
15%
QoQ
24%
26.6%
27.6%
29.6%
15.1%
YoY
48%
346
433
QoQ
16.5%
25%
17.9%
Q2 FY25
Q1 FY26
Q2 FY26
Q2 FY25
Q1 FY26
Q2 FY26
Q2 FY25
Q1 FY26
Q2 FY26
EBITDA
Margin
Linear (Margin)
PAT
Margin
Linear (Margin)
YoY
18%
3,814
4,514
YoY
29%
YoY
36%
1,022
26.6%
1,316
28.7%
574
15.1%
779
17.3%
6 2 Y F 2 Q
6 2 Y F 1 H
H1 FY25
H1 FY26
H1 FY25
EBITDA
Margin
H1 FY26 Linear (Margin)
H1 FY25 PAT
Margin
H1 FY26 Linear (Margin)
Q2FY26 Earnings Presentation
Nov 2025
15
SJS|H1FY26 Capital Structure and Returns
(Rs. Mn.)
FY24
FY25
H1FY26
Long Term Debt
Short Term Debt
Total Debt
Less: Cash & Cash Equivalents
Net Debt / (Cash)
400
283
683
551
133
Total Equity
5,616
0
158
158
1,150
(992)
6,892
0
155
155
1,743
(1,589)
7,654
Return on Capital Employed (%)
Return on Equity (%)
•
•
•
Strong cash flow generation to support expansion initiatives
Consistently delivering robust ROCE and ROE performance. Our ROE and ROCE improved to 20.4% and 33.6%
SJS continues to deliver strong financial performance, creating long term shareholder value
34%
25%
20%
15%
17%
20%
1,087
1,077
CFO (Rs. Mn)
1,630
FCFF (Rs. Mn)
1,233
751
678
FY24
FY25
H1FY26
FY24
FY25
H1FY26
FY24
FY25
H1FY26
FY24
FY25
H1FY26
Note: FY24 related figures are consolidated incl 9 months of WPI acquisition
Q2FY26 Earnings Presentation
Nov 2025
16
SJS| Consolidated P&L Performance
(INR in Mn)
Operating Revenue
EBITDA EBITDA Margin %
PAT PAT Margin %
EPS
YoY%
25.4%
40.9%
48.4%
Q2FY26
Q2FY25
2,417.6
1,927.9
728.4 29.6%
432.7 17.9%
517.0 26.6%
291.5 15.1%
13.73
9.34
Q1FY26
QoQ%
H1FY26
H1FY25
2,096.6
15.3%
4,514.1
3,814.1
587.3 27.6%
346.2 16.5%
11.03
24.0%
25.0%
1,315.7 28.7%
1,022.1 26.6%
778.9 17.3%
573.9 15.1%
24.76
18.31
YoY%
18.4%
28.7%
35.7%
• Q2FY26 domestic sales grew by 24.0% YoY to Rs 2,185.6 Mn; on back of 44.9% YoY growth in 2W business and 17.7% YoY growth in PV business
• Q2FY26 Exports1 grew 40.9% YoY to Rs 231.9 Mn, forming 9.6% of consolidated Q2 revenue
• Q2FY26 EBITDA grew 40.9% YoY to Rs 728.4 Mn, healthy margins at 29.6%, margin expansion by 300 bps on back of better product mix, higher
gross margins and operational efficiencies
Note: 1) Exports include Deemed exports – Deemed exports means products made for global customers for their plants out of India but is delivered to their Indian Purchasing Office
Q2FY26 Earnings Presentation
Nov 2025
17
SJS| Diversified Revenue Portfolio
Revenue by Business
Revenue by End Segment
Revenue by Geography
6 2 0 2 Y F 2 Q
6 2 0 2 Y F 1 H
17.3%
23.3%
59.4%,
3.9%
17.1%
41.0%
38.0%
9.6%
90.4%
SJS
SJS Decoplast WPI
1
2W PV
Consumer
Others
Domestic
Exports
2
17.0%
24.2%
58.8%
4.8%
17.5%
40.1%
37.6%
8.3%
91.7%
SJS
SJS Decoplast WPI
1
2W PV
Consumer
Others
Domestic
Exports
2
SJS is Ready for the Future; New generation products contributed 23%+ of consolidated revenue during H1FY26
Note: 1) SJS Decoplast Private Limited erstwhile Exotech Plastics Private Limited; 2) Exports include Deemed exports – Deemed exports means products made for global customers for their plants out of India but is delivered to their Indian Purchasing Office
Q2FY26 Earnings Presentation
Nov 2025
18
Future Growth Outlook
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 Per vehicle
Rs 3,500 – 5,000 Per vehicle
4 - 6x growth Per vehicle
Legacy Kit Value
Current Kit Value
Future Kit Value
SJS’ New Age Products (PV: Select Examples)
Wheel Cap/ Aluminium Badges
IML Interiors
Optical Plastic/ Touch Screen Cover Glass
✓ SJS Decoplast & WPI acquisitions have added chrome parts & IMD/IML/IMF
parts - key ingredients in the design of modern PV’s
Q2FY26 Earnings Presentation
Nov 2025
20
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 Per vehicle
1.5 - 2x growth Per vehicle
Legacy Kit Value
Future Kit Value
SJS’ New Age Products (2W: Select Examples): Optical plastics/touch screens, aluminium logos, illuminated logos (WPI)
Rs 50 - 150 Per product
3 - 4x growth Per product
Legacy Kit Value
Future Kit Value
SJS’ New Age Products (CD: Select Examples): Optical glass / touch screens, IMD/IML overlays, printed electronics (WPI)
Q2FY26 Earnings Presentation
Nov 2025
21
SJS| Strong organic growth with best-in-class margins
Organic Strategy
01
02
03
04
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
• Continue to build capabilities to innovate & develop new products & increase application of products
across industries
Key Customers: Growing mega accounts
• Building mega accounts with existing customers by expanding the array of products
•
Increase customer base by marketing existing products to new customers and explore cross selling opportunities
Exports: Increasing global presence • Penetrate deeper in existing geographies and enter new geographies
• Strong focus on expanding presence in ASEAN
• Strengthening our sales force in Turkey, Brazil, Argentina, Columbia and recently added South Korea -
exploring similar opportunities in other countries
Capacity Expansion
• SJS Decoplast setting up new plant for chrome plating & painting; likely to commission in Q3FY26
• New greenfield plant for Optical Cover Glass and display business being set up at Hosur
• Progressing well on capacity expansion at SJS (Bangalore), to cater to significant new business
opportunities
Q2FY26 Earnings Presentation
Nov 2025
22
SJS| Inorganic Growth Expected to Boost Organic Growth Trajectory Merger & Acquisitions is a Key Pillar for growth
Identify New Targets
Integration
Improve Performance
Sustaining Performance
Plan for next phase of growth
SJS will continue to explore new opportunities for value accretive acquisitions
• WPI – Acquired in July’23, a great strategic fit for SJS, is now in the performance improvement phase
• FY25 WPI revenue grew 1.5x since
acquisition
• SJS Decoplast – 3x revenue growth since
acquisition in FY22
• Greenfield expansion in progress for
chrome plating plant in Pune, investing ~Rs 100 Crs in capex
Build capability in adjacent / new aesthetic product categories Identified key product categories to enter / expand presence which include: • • •
IMD / IML IME (In-Mould Electronics) Plastic injection moulding
Expand presence in consumer related industries Enter new segments and expand presence in other consumer related industries targeting • Appliance manufacturers • Consumer electricals
Enter new geographies / OEMs
• Tap large markets in North America / SE Asia • Expand presence in chrome plating • Gain entry into new OEM locations to
leverage cross selling opportunities
Q2FY26 Earnings Presentation
Nov 2025
23
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
▪ Breakthrough of business with new large OEMs will lead to significant business growth
▪ Current order book to be executed in FY26 is over 90% of FY26 forecasted revenue
▪ Maintain robust margin profile of business for FY26 as we balance higher growth with margins
H1FY26 Performance (INR Mn)1
YoY Growth %
Revenue
EBITDA
4,514.1
1,315.7
EBITDA Margin
28.7%
PAT
PAT Margin
778.9
17.3%
18.4%
28.7%
35.7%
• Continue to maintain EBITDA margins
• Cash and Cash Equivalents were at Rs
1,743.3 Mn with Net Cash at Rs 1,588.8 Mn as on 30th Sep’25
• High cash flow generating company. Cash flow from operations ~82% of EBITDA
Q2FY26 Earnings Presentation
Nov 2025
24
Q2 FY26 Earnings Call Invite
SJS Enterprises Limited
SJS Enterprises Limited (BSE: 543387) announced its results for the quarter and half year ended Sep 30th, 2025, on Nov 3rd, 2025. Following the announcement, the management team will host a conference call for investors and analysts on Nov 4th, 2025, at 10:30 AM IST. The call will commence with a brief discussion on the previous quarter’s performance followed by an interactive question and answer session. Call details are below:
Day & Date
Time
Duration
Tuesday, 4th Nov, 2025
10:30 AM IST | 01:00 PM HK/SINGAPORE | 06:00 AM UK TIME* | 1:00 AM USA EDT*
60 minutes
Universal Dial in
+91 22 6280 1144 | +91 22 7115 8045
International Toll Free
HK: 800 964 448 | SG: 800 101 2045 | UK: 0 808 101 1573 | USA: 1 866 746 2133
Diamond Pass Link
Link
Note: Please dial in at least 10 minutes prior to the schedule to ensure that you are connected in time. Audio and transcript will be available with in ten working days after the call on Investors page of company website (www.sjsindia.com).
For further information, please contact:; Devanshi Dhruva | devanshi@sjsindia.com
IR Advisors: Simran Malhotra/ Sanket Vangule | sjs@churchgatepartners.com
Q2FY26 Earnings Presentation
Nov 2025
25
Appendix
SJS| Longstanding history of design backed manufacturing excellence Evolution into a leading design and aesthetics focused business
2023
Walter Pack India July’23 - Acquired 90.1% stake in WPI. Focused on IMF, IML, IMD and IME technologies for automotive and appliance sectors
Aug’23 – Stake sale of ~30% by PE promoter Everstone Capital
2021
Exotech Plastics Apr’21 - Acquisition completed to further complement product suite with addition of chrome products
In Nov-21, SJS went public & became the only listed company in India in this space
2019-20
Introduced premium / technologically advanced products (formed dials, Optical plastics, lens mask assemblies) and expanded PV customer base with new product range
2018
New manufacturing facility commissioned with 225,000 sq.ft. area and significant capacity boost
2015-17
Entry into new product lines - IMD parts, aluminum & electro formed badges
2015
Everstone Capital acquired a majority stake; exit by Serigraph
2010-14
New product addition in premium segment – 3D Lux etc.
2006
Joint Venture with Serigraph, a US based commercial printing player
1987 SJS founded by three entrepreneurs
Q2FY26 Earnings Presentation
Nov 2025
27
SJS| Diverse Product Portfolio…(1/3)
Decals & Body Graphics
2D Appliques & Dials
3D Appliques & Dials
Overlays
Q2FY26 Earnings Presentation
Nov 2025
28
SJS| Diverse Product Portfolio…(2/3)
Aluminium Badges
Domes
3D Lux Badges
Aftermarket – “Transform”
Q2FY26 Earnings Presentation
Nov 2025
29
SJS| Diverse Product Portfolio…(3/3)
Lens Mask Assembly
Optical Plastics
Chrome plated parts (SJS Decoplast)
IMLs / IMDs (SJS & Walter Pack India)
Q2FY26 Earnings Presentation
Nov 2025
30
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
6,278
2,032
1,188
1,599
854
1,168
985
797
31.2%
26.3%
26.4%
25.2%
26.4%
673
550
478
19.0%
14.9%
15.5%
13.6%
15.6%
4,330
3,699
2,516
FY21
FY22
FY23
FY24
FY25
FY21
FY22
FY23
FY24
FY25
FY21
FY22
FY23
FY24
FY25
EBITDA Margin
PAT Margin
Note: FY22 and FY23 figures consolidated for SJS and SJS Decoplast (Reported financials); FY24 figures are consolidated incl 9 months of WPI acquisition
Q2FY26 Earnings Presentation
Nov 2025
31
SJS| Experienced & Qualified Board Team
K A Joseph Managing Director – Promoter & Co-founder • Over 35 years of experience in aesthetics printing business •
Leads the manufacturing operations for SJS and has spear-headed technological and product innovation over the years
• Also, a Director on the board of SJS Decoplast
Sanjay Thapar Executive Director and Group CEO • Over 35 years of experience in the auto industry • Previously Group Chief Strategy Officer with Ashok Minda Group;
MD of Minda Valeo Security Systems
Kevin K. Joseph Executive Director • Holds a bachelor’s degree in mechanical engineering • Previously worked with Tata Elxsi Limited as a senior design
engineer
Roy Mathew Executive Director at WPI • Founded WPI in 2006 along with Walter Pack Spain; Extensive like IMF, IMD, in various plastic technologies
experience Injection moulding, lighting etc.
• Prior to WPI, Roy worked with firms including Lumax Industries
Ltd. & Tek electromechanicals Pvt. Ltd.
Ramesh Chandra Jain Non-Exec Chairman & Independent Director • Over 40 years experience in the industry, of which 25 years
worked in Eicher & retired as group vice chairman
• Received the Society of British Aerospace Companies Prize in Aircraft Production ,1972-73 from the Cranfield University
Matthias Frenzel Non-Executive & Independent Director • Previously worked with Visteon Electronics Germany GmbH, S-Y Systems Technologies Europe GmbH and Johnson Controls GmbH
Veni Thapar Non-Executive Independent Director • Presently a partner of V K Thapar & Company, Chartered
Accountants
• Was on the board of Bank of India as a part-time, non-official
director under the Chartered Accountant category
Anil Sondur Non - Executive Independent Director at WPI • Previously worked with Tata Elxi India as Executive VP-
Automotive Embedded system & Industrial design & Marketing consultant in Poonawalla financials
Q2FY26 Earnings Presentation
Nov 2025
32
SJS| Experienced Management Team
MAHENDRA NAREDI Group Chief Finance Officer
R. RAJU Chief Marketing Officer
RANJIT NAMBIAR Group Chief Operations Officer
SADASHIVA BALIGAR Chief Operations Officer
• 25+ years of experience in financial management, key accounting & financial analysis, FP&A, fundraising, M&As, legal & compliances and strategy
• Previously worked in Minda Corp, GE
and Wipro
• Bachelor’s degree in Law & Commerce from Rajasthan University. Chartered Accountant and Company Secretary from ICAI and ICSI
• 28+ years of experience in the field of
marketing
• Previously worked with ITW India, ITW Signode India, Minda Corp etc.
from
• Holds a diploma
in mechanical engineering the Thiagarajar Polytechnic, Salem, and a post in marketing graduate management and a masters degree in business administration
diploma
• 30+ years of diversified experience in chemicals, polymers/ plastics, consumer appliances, Automotive interior systems and EV component solutions.
• Previous leadership roles with Spark Minda, Tata Auto EV Components Solutions and IAC - India.
• Holds Post Graduate Dip. in Plastics Institute of from Central Technology Plastics Engg .& Tech.; a Bachelor’s Degree from Calicut University and a Transformational Leadership from IIM Ahmedabad
in Science
• 35+ years of experience in operations roles across the automotive industry
• Previously worked with Motherson Automotive Technologies, Toyota Kirloskar Auto Parts & Automotive manufacturers SDN BHD (Malaysia)
• Holds a bachelor’s degree from
mechanical engineering University of Mysore
in the
Q2FY26 Earnings Presentation
Nov 2025
33
THANK YOU
Head Investor Relations: Devanshi Dhruva | Head – Investor Relations SJS Enterprises devanshi@sjsindia.com
IR Contact: Simran Malhotra / Sanket Vangule Investor Relations Advisor Churchgate Partners sjs@churchgatepartners.com; 91 22616 95988