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SJS Enterprises Limited Q2 FY27 EARNINGS PRESENTATION
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 2 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. SJS| Disclaimer
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 3 SJS| Q1FY27 Earnings Call Presenters K A Joseph Managing Director • Founded the company in 1987 • ~40 years of experience in aesthetics printing business • Post Graduate Diploma in Business Administration from the St. Joseph’s College of Business Administration, Bangalore; B.Sc from Bangalore University Devanshi Dhruva Head – Investor Relations • 14+ 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 Mahendra Naredi Group Chief Financial Officer • 27+ 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 from Rajasthan University, Chartered Accountant and Company Secretary from ICAI and ICSI Sanjay Thapar Group CEO & Executive Director • Over 40 years of experience in the automotive industry • Previously worked with Ashok Minda Group, Minda Valeo Security Systems, Minda HUF Limited, Tata Engineering and Locomotive Company Limited (now known as Tata Motors Limited) • Bachelor’s degree in Science (Mechanical Engineering) from the Delhi College of Engineering
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 4 SJS Overview| Premium aesthetics products manufacturer Scaling Scaling operations & driving sustainable future growth • Operates in 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 Strategic Market Position • Wide product range: Decals, appliques/dials, overlays, logos/3D lux, aluminium badges, in-mold decoratives (IMD), optical plastics and lens mask covers for diverse applications • Innovation-driven: In-house design and R&D capabilities Products and Technologies • 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, 3 in Pune & 1 at Manesar, Gurugram spread across 4,00,000+ sq. ft. Operational Excellence Innovating Innovating products & shaping a smarter future Expanding Expanding capacity & reach to enable endless growth potential Rs. 9,551 Mn FY26 Revenue 29.6% FY26 EBITDA margin ~3,850 Workforce 22 Countries Served 5 Production Facilities 220+ Customer locations >253 Mn Parts Supplied (FY26) 17,500 + FY26 SKUs
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 5 SJS| Agenda Q2 & H1FY27 Business & Financial Highlights
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 6 SJS| Q2FY27 Highlights • Q2 EBITDA grew 23.1% YoY to Rs 896.4 mn; EBITDA margins at 31.0% • Q2 PAT grew 34.8% YoY to Rs 583.3 Mn with a PAT margin of 20.6% - Highest profitability since IPO • 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 • Growth largely driven by 33.4% YoY growth in PV segment • Domestic business grew 16.3% YoY , while export revenue rose 23.1% YoY to Rs 282.5 Mn • FCFF as on 30th Sep 2026, is Rs. 1,077.3 Mn • Strong cash flow generation; Net cash at Rs. 3,318.7 Mn • Secured new export orders from Stellantis and Whirlpool in North America • SDPL new chrome plating facility commenced commercial production • SJS Display Electronics Pvt. Ltd. setting up display electronics facility in Pune; to be operational in Q2FY28 • Acquired the balance 9.9% equity stake in WPI, making it a wholly owned subsidiary of SJS Enterprises SJS delivered a stellar 21.7% YoY growth in automotive business v/s 17.8% YoY growth for automotive (2W + PV) industry SJS Bangalore capacity expansion completed; commercial production in Q3FY27 SJS adds TADME - Toyota (Middle East) as a new export customer in Oct 2026
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 7 SJS|Steady Growth Momentum Note: 1) Industry Production Volumes are production in India; 2) For SJS YoY Sales it is Consolidated numbers Q2FY27 - Industry Production Volume1 v/s SJS YoY Sales2 16.5% 24.9% 17.8% 10.8% 33.4% 21.7% 2W PV 2W+PV Industry SJS (Cons) 16.9% SJS (Cons) 1.2x growth v/s industry PV segment delivered strong growth SJS Consol Revenue + 19.4% 21.0% 19.7% 14.7% 39.0% 26.6% 2W PV 2W+PV Industry SJS (Cons) 20.4% SJS (Cons) H1FY27 - Industry Production Volume1 v/s SJS YoY Sales2 1.3x growth v/s industry PV segment delivered strong growth Motorcycles grew 9.8% YoY Motorcycles grew 13.6% YoY
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 8 SJS| Growing Mega Accounts Key Business Projects Won New Customer Added New Export Orders SDPL adds Tata Motors as a chrome plating customer, boosting cross-selling opportunities Q3FY27 Toyota – Middle East
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 9 SJS| Scaling up, expanding horizons, gearing up for the next leap SDPL - Chrome Plating KEY CAPACITY DETAIL Existing: 7,940 sq. ft. per day at 97% utilization Additional: 13,243 sq. ft. per day. STRATEGIC PURPOSE: To capitalize on strong customer demand and emerging business opportunities TIMELINE: Aug 2026 SJS - Bengaluru Facility KEY CAPACITY DETAIL Existing: 2,25,000 sq. ft. built-up area, supporting approx 30 crore parts p.a. Addition: approximately 20%. STRATEGIC PURPOSE: Meet growing customer demand and support business growth TIMELINE: Commercial production expected in Q3 FY27 SJS Display Electronics Pvt. Ltd. KEY CAPACITY DETAIL New build-to-suit facility of ~60,000 sq. ft. in Pune, Maharashtra STRATEGIC PURPOSE: SJS forays into high-growth auto electronic displays with bonding and localization capabilities TIMELINE: Commercial operations expected by Sep 2027 Walter Pack - Consolidation of Mfg Facility KEY CAPACITY DETAIL Existing: 64,273 sq. ft. across 3 mfg plants (75% utilization) Proposed: ~1,27,359 sq. ft. built-up area (net addition of 63,086 sq. ft.) STRATEGIC PURPOSE: Consolidating three Ranjangaon plants into one for efficiency and growth TIMELINE: Commercial operations expected by May 2027 1 4 2 3
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 10 SJS| Awards & Achievements (1/2) Won “L&D Champion of the Year” for best 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 11 GOLD Awards in QCFI Quality circle competition for continuous improvement in quality, productivity, and operational excellence. Won 1st Prize in the Cost Category and 2nd Prize in the Safety Category at the ACMA Kaizen Competition. 1 4 3 2
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 11 SJS| Awards & Achievements (2/2) Recognised as a “Top Organisation with Innovative 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 1.5 million saplings. 5 6 7 8 9 SJS CFO Mahendra Naredi wins “CFO of the Year” at UBS Forums’ Future of Finance Summit and Awards 2026. SJS wins “Efficiency Catalyst Team of the Year” at The House of CFO 2026, Bengaluru. SJS wins the Beej Award for Voluntary Disclosures at The Institute of Cost Accountants of India Green Awards 2024-25.
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 12 SJS | ESG Initiatives SJS Enterprises ESG Profile Link (Click Here) Environment • Started wind power supply from DB Renews Pvt. Ltd of 2 MW • Supply started from Surya Urja 1 for ~3 MW 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 • Planted 3,850 trees at NPK Layout and Hoskate in Bangalore Governance • 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 Social SJS contributed to various social causes: • Sponsored para-climber Mr. Manikandan Kumar at the World Climbing Para Series, Laval 2026. • Provided artificial knee prostheses to 25 underserved individuals. • Implemented an FLN Programme in 50 government schools with Sikshana Foundation. • Launched a Women Empowerment Project at Agara Panchayat with Varchass Seva Trust 17.0% Women Workforce 11.1 Average training hours per employee 7.1% Female Managers 95.7% SJS standalone renewable energy consumption 79.1% SJS group renewable energy consumption FY26 Data Joined the UN Global Compact, reinforcing its ESG commitment and contribution to the UN SDGs 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
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 13 SJS| CSR & ESG Initiatives Sponsored para-climber Mr. Manikandan Kumar at the World Climbing Para Series, Laval 2026, where he secured 4th place in the Men’s RP2 Lead Final. Partnered with Karnataka Marwari Youth Foundation to support 25 individuals from underserved communities with artificial knee prostheses, helping them regain mobility, independence & dignity. Partnered with Varchass Seva Trust and launched a Women Empowerment Project at Agara Panchayat, Bangalore, training 200 women in tailoring and beautician skills to build sustainable livelihoods. Partnered with Sikshana Foundation to implement the Foundational Literacy & Numeracy Programme in 50 government schools in Kanakapura Block, benefiting about 3,800 students. Sports & Culture Healthcare Education Women Empowerment
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 14 SJS| Q2 & H1FY27 Financial Performance 2,418 2,610 2,827 Q2 FY26 Q1 FY27 Q2 FY27 PAT and PAT Margin (%) 433 503 583 17.9% 19.3% 20.6% Q2 FY26 Q1 FY27 Q2 FY27 PAT Margin Linear (Margin) Revenue from Operation 17% YoY 728 800 896 29.6% 30.0% 31.0% Q2 FY26 Q1 FY27 Q2 FY27 EBITDA Margin Linear (Margin) EBITDA and EBITDA Margin (%) 8% QoQ 12% QoQ 16% QoQ 23% YoY 35% YoY 779 1,086 17.3% 20.0% H1 FY26 H1 FY27 PAT Margin Linear (Margin) 1,316 1,696 28.7% 30.5% H1 FY26 H1 FY27 EBITDA Margin Linear (Margin) 20% YoY 29% YoY 70% YoY Q2FY27H1FY27 4,514 5,437 H1 FY26 H1 FY27 241 Exceptional Gain (Reported PAT Margin 28.5%) 744 241 1,327 39% YoY Normalised growth Exceptional Gain (Reported PAT Margin 24.4%) Normalised growth
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 15 SJS|H1FY27 Capital Structure and Returns • ICRA upgraded SJS long term funds rating to AA- (Positive) from AA- (Stable) • Strong cash flow generation to support expansion initiatives • Consistently delivering robust ROCE and ROE performance. Our ROE and ROCE improved to 22.8% and 41.5% • SJS continues to deliver strong financial performance, creating long term shareholder value Return on Capital Employed (%) 25% 36% 42% FY25 FY26 H1FY27 FCFF (Rs. Mn) 1,233 1,427 1,077 FY25 FY26 H1FY27 Return on Equity (%) 17% 20% 23% FY25 FY26 H1FY27 CFO (Rs. Mn) 1,630 2,239 1,070 FY25 FY26 H1FY27 (INR in Mn) FY25 FY26 H1FY27 Long Term Debt 0 0 0 Short Term Debt 158 77 108 Total Debt 158 77 108 Less: Cash & Cash Equivalents 1,150 2,514 3,427 Net Debt / (Cash) (992) (2,437) (3,319) Total Equity 6,892 8,810 9,954
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 16 SJS| Consolidated P&L Performance • Q2FY27 domestic sales grew by 16.3% YoY to Rs 2,544.8 Mn; on back of 37.3% YoY growth in PV business • Q2FY27 export grew 23.1% YoY to Rs 282.5 Mn, forming 10.0% of consolidated Q2 revenue • Q2FY27 EBITDA grew 23.1% YoY to Rs 896.4 Mn, healthy margins at 31.0%, margin expansion by 144 bps on back of increasing exports contribution, better product mix and operational efficiency improvement • H1FY27 PAT includes Rs 241.7 Mn exceptional gain - one time gain (post tax) on sale of Bangalore old facility in Q1FY27, which was not in use since 2019. H1FY27 Normalised PAT grew 39.4% YoY to Rs 1,085.8 Mn; Normalised PAT margin of 20.0% (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 34.8% 744.2 (21.6%) 1,327.5 778.9 70.4% Reported PAT Margin % 20.6% 17.9% 28.5% 24.4% 17.3% Normalised PAT 583.3 432.7 34.8% 502.5 16.1% 1,085.8 778.9 39.4% Normalised PAT Margin % 20.6% 17.9% 19.3% 20.0% 17.3% Reported EPS 18.08 13.73 23.18 41.26 24.76
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 17 SJS| Q2 & H1 FY27 Diversified Revenue Portfolio New generation products contributed ~24% of consolidated revenue during H1FY27 54.3%, 28.1% 17.6% SJS SJS Decoplast WPI 38.9% 43.3% 13.8% 4.0% 2W PV Consumer Others 90.0% 10.0% Domestic Exports Q2FY27 - Revenue by End Segment Q2FY27 - Revenue by Business Q2FY27 - Revenue by Geography 54.3%, 28.1% 17.6% SJS SJS Decoplast WPI 37.8% 43.9% 14.2% 4.1% 2W PV Consumer Others 90.1% 9.9% Domestic Exports H1FY27 - Revenue by End Segment H1FY27 - Revenue by Business H1FY27 - Revenue by Geography
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 18 SJS| Agenda Future Growth Outlook
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 19 Driven by premiumization, new age aesthetic products to drive realization increase across categories SJS’ New Age Products (PV: Select Examples) Wheel Cap/ Aluminium Badges Optical Plastic/ Cover Glass/ Display Systems ✓ SJS Decoplast & WPI acquisitions have added chrome parts & IMD/IML/IMF parts - key ingredients in the design of modern PV’s SJS| Development & Delivery of New Product Pipeline Remains at the Core of SJS (1/2) Integrated Product Offerings Across the Vehicle Legacy Kit Value Rs 1,200 - 1,500 Per vehicle Rs 3,500 – 5,000 Per vehicle Post WPI acquisition Current Kit Value 5 - 8x growth Per vehicle Future Kit Value IML Interiors
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 20 SJS’ New Age Products (2W: Select Examples): Optical plastics/touch screens, aluminium logos, illuminated logos (WPI) SJS’ New Age Products (CD: Select Examples): Optical glass / touch screens, IMD/IML overlays, printed electronics (WPI) 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 Legacy Kit Value 1.5 - 2x growth Per vehicle Future Kit Value Rs 50 - 150 Per product Legacy Kit Value 3 - 4x growth Per product Future Kit Value
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 21 SJS| Future Growth Strategy Products • BOE Varitronix tie up will enable SJS to develop optical cover glass & display systems in India • Intend to develop & introduce Illuminated logos, In-Moulded Electronic (IME) parts & other new gen technologies • To build capabilities to innovate & develop new products & increase product application across industries Focus on developing New Products & Advanced Technologies Exports • 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, South Korea and recently added Germany - exploring similar opportunities in other countries Increasing Global Presence Key Customers • 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 Growing Mega Accounts Capacity Expansion • SDPL new chrome plating facility commenced commercial production • SJS Bangalore capacity expansion completed; to begin commercial production in Q3FY27 • SJS Display Electronics Pvt. Ltd. setting up display electronics plant in Pune; to be operational Sep 2027 • Consolidating 3 Ranjangaon plants into one for efficiency & growth by May 2027 Expanding infrastructure for pursuing Bigger Opportunities Strong organic growth with best-in-class margins 1 2 3 4
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 22 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 SJS will continue to explore new opportunities for value accretive acquisitions Identify New Targets Integration Improve Performance Sustaining Performance Plan for next phase of growth • WPI – Acquired in July’23, a great strategic fit for SJS, is now in the performance improvement phase • FY26 WPI revenue grew ~1.5x since acquisition SJS| Inorganic Growth Expected to Boost Organic Growth Trajectory Merger & Acquisitions is a Key Pillar for growth
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 23 H1FY27 Performance (INR Mn)1 YoY Growth % Operating Revenue 5,437.3 20.4% EBITDA 1,696.0 28.9% EBITDA Margin % 30.5% Reported PAT 1,327.5 70.4% Rep PAT Margin % 24.4% Normalised PAT 1,085.8 39.4% Reported PAT Margin % 20.0% • Revising EBITDA margin guidance upward to 29– 30% (earlier 27–28%) • Cash and Cash Equivalents were at Rs 3,427.0 Mn with Net Cash at Rs 3,318.7 Mn as on 30th Sep’26 • High cash flow generating company. Cash flow from operations is 68.3% of EBITDA 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 wins and expanding geographic reach, opening up meaningful avenues for growth ▪ Current order book to be executed in FY27 is over 90% of FY27 forecasted revenue ▪ Upgrading EBITDA margin guidance to 29–30% from the earlier 27–28% Note: 1) Q1FY27 PAT includes Rs 241.7 Mn exceptional gain - one time gain (post tax) on sale of Bangalore old facility, which was not in use since 2019
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 24 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, 2026, at 11.00 AM Noon 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: 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/ Soham Arora | sjs@churchgatepartners.com SJS Enterprises Limited Day & Date Thursday, 5th Nov 2026 Time 11:00 AM IST | 01:30 PM HONG KONG / SINGAPORE | 05:30 AM UK TIME* | 01:30 AM USA EDT* Duration 60 minutes Universal Dial in +91 22 6280 1146 | +91 22 7115 8047 International Toll Free HK: 800 964 448 | SG: 800 101 2045 | UK: 0 808 101 1573 | USA: 1 866 746 2133 Diamond Pass Link Click here
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 25 SJS| Agenda Appendix
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 26 SJS| Longstanding history of design backed manufacturing excellence Evolution into a leading design and aesthetics focused business 1987 2006 2015 2018 2021 2023 2025 SJS founded by three entrepreneurs Everstone Capital acquired a majority stake; exit by Serigraph Exotech Plastics Apr’21 - Acquisition completed & added chrome plating & painting to product suite Nov-21, SJS was listed on stock exchange - only listed company in India in this space Entered Technology License cum Supply Agreement with BOE Varitronix Ltd, HongKong, for the optical bonding and assembly of automotive display systems in India JV with Serigraph, a US based commercial printing player New manufacturing facility commissioned with 225,000 sq.ft. area and significant capacity boost July’23 - Acquired 90.1% stake in WPI. Focused on IMF, IML, IMD & IME technologies for automotive and appliance sectors Aug’23 – Stake sale of ~30% by PE promoter Everstone Capital 2026 Aug’26 - SDPL new plant for chrome plating commenced production Oct’26 - SJS Bangalore capacity expansion is completed and ready. Commercial production will commence in Q3FY27
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 27 SJS| Diverse Product Portfolio(1/3) 2D Appliques & DialsDecals & Body Graphics 2D Appliques & Dials 3D Appliques & Dials Overlays
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 28 SJS| Diverse Product Portfolio…(2/3) Aluminium Badges Domes Aftermarket – “Transform”3D Lux Badges
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 29 SJS| Diverse Product Portfolio…(3/3) Lens Mask Assembly Optical Plastics IMLs / IMDs (SJS & Walter Pack India)Chrome plated parts (SJS Decoplast)
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 30 SJS| Superior financial metrics and resilient business model PAT and 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 Revenue from Operation EBITDA and EBITDA Margin (%) All figures in Rs. Mn 3,699 4,330 6,278 7,605 9,551 FY22 FY23 FY24 FY25 FY26 550 673 854 1,188 1,718 14.9% 15.5% 13.6% 15.6% 18.0% FY22 FY23 FY24 FY25 FY26 PAT Margin 985 1,168 1,599 2,032 2,880 26.3% 26.4% 25.2% 26.4% 29.6% FY22 FY23 FY24 FY25 FY26 EBITDA Margin
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Jan 2026 31Q2FY27 Earnings Presentation | Nov 2026 1 SJS Enterprises ESG Profile Link (Click Here) Management Approach (5) Company Overview (15) Board of Directors (7) Resilience (6) Environment (77) Social (106) Governance (121) Materiality Assessment (11) Awards and Recognitions (6) Ratings and Indices (5) Vérifications and Assurances (6) ISO and Certifications (10) Membership (3) BRSR (149)Partnerships (2) Corporate Information (17)Profile Sources (45) ESG Disclosure Platform SJS| AI - ESG Profile: 17 Factors and 591 Subfactors ESG Factors (17) SJS Website
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Jan 2026 32Q2FY27 Earnings Presentation | Nov 2026 2 Rs. 28 Millions CSR Activities 15.47 Gross Salary Paid to Female Workforce 38,923 Learning Hours 2.40% Amount Spend on Employees Well-being 0 Total Recordable Work Injuries Environment (4) Social (8) Governance (4) ISO 9001:2015 Quality Management System IATF 16949. Automotive Quality Management System 57.14% Independent Board of Directors 16.7% Founder Board Members 1.32 MT E-Waste Generated Others (4) ISO 14001:2015 Environmental Management System 19.95% Female Gender Composition 2750 Tree Planted 4.62 Employee Turnover Rate Nil Penalty Disclosures Nil Number of Data Breach Incidents FY2026 100% Staff Trained Staff on Health and Safety LEED Gold certified Bengaluru Facility As we look ahead, we remain optimistic about the emerging opportunities. We are committed to scaling our innovation led capabilities, expanding our global footprint, and strengthening customer partnerships. With a strong order pipeline, robust balance sheet, expanded capacity and product portfolio, SJS is well-positioned to drive sustainable growth and value creation for all. Ramesh C Jain, Chairman & Lead Independent Director. 512.26 MTCO2e Amount of GHG Emissions 37141.16 GJ Renewable Energy Consumed SJS| ESG Quantitative Performance Metrics
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Jan 2026 33Q2FY27 Earnings Presentation | Nov 2026 1 SJS Enterprises ESG Profile Link (Click Here) SJS| AI - ESG Profile: 17 Factors and 591 Subfactors Management Approach (5) Company Overview (15) Board of Directors (7) Resilience (6) Environment (77) Social (106) Governance (121) Materiality Assessment (11) Awards and Recognitions (6) Ratings and Indices (5) Vérifications and Assurances (6) ISO and Certifications (10) Membership (3) BRSR (149)Partnerships (2) Corporate Information (17)Profile Sources (45) ESG Factors (17) SJS Website ESG Disclosure Platform
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Jan 2026 34Q2FY27 Earnings Presentation | Nov 2026 SJS| ESG Quantitative Performance Metrics 2 Rs. 28 Millions CSR Activities 15.47 Gross Salary Paid to Female Workforce 38,923 Learning Hours 2.33% Amount Spend on Employees Well-being 0 Total Recordable Work Injuries Environment (4) Social (8) Governance (4) ISO 9001:2015 Quality Management System IATF 16949 Automotive Quality Management System 57.14% Independent Board of Directors 16.7% Founder Board Members 1.32 MT E-Waste Generated Others (4) ISO 14001:2015 Environmental Management System 19.95% Female Gender Composition 2750 Tree Planted 4.62 Employee Turnover Rate Nil Penalty Disclosures Nil Number of Data Breach Incidents FY2027 100% Staff Trained on Health and Safety LEED Gold certified Bengaluru Facility As we look ahead, we remain optimistic about the emerging opportunities. We are committed to scaling our innovation led capabilities, expanding our global footprint, and strengthening customer partnerships. With a strong order pipeline, robust balance sheet, expanded capacity and product portfolio, SJS is well-positioned to drive sustainable growth and value creation for all. Ramesh C Jain, Chairman & Lead Independent Director. 512.26 MTCO2e Amount of GHG Emissions 37141.16 GJ Renewable Energy Consumed
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Jan 2026 35Q2FY27 Earnings Presentation | Nov 2026 SJS| AI - ESG Profile : 591 Disclosure Subfactors (1/3) 3 Environment (77) 1) Environment Strategy in Place 2) Environmental Reporting 3) Environmental Policy and Commitments 4) Employee Training on Environmental Policy 5) Net Zero / Other Climate Related Commitments 6) Environmental Cost Savings and Avoidance 7) Green Credits 8) Innovation and Product Stewardship 9) Life Cycle Assessment 10) Product Free From Harmful Substances 11) Low Carbon Products 12) Product Packaging 13) Sustainable Packaging Policy 14) Amount of GHG Emissions 15) GHG Emission Scope Breakdown 16) GHG Emission History 17) GHG Emission Baseline 18) GHG Intensity 19) GHG Reduction Initiatives 20) GHG Reduction Target 21) Progress on GHG Emission Target 22) Resource Efficiency Policy 23) Responsible Chemical Management 24) Amount of Water Usage 25) Sources of Water 26) Amount of Water Withdrawn 27) Water Neutrality/Positive Target 28) Water Usage History 29) Water Intensity 30) Water Savings Initiatives 31) Water Recycled 32) Water Efficiency Policy 33) Amount of Water Pollution 34) Waste Water Safe Discharge 35) Non Compliance Incidents on Water Discharge 36) Water Stress 37) Water Risk Management Processes 38) Biodiversity Restoration Steps 39) Operations Around Ecologically Sensitive Areas 40) Protect or Restore Nature and Land 41) Energy Consumption 42) Energy Efficiency History 43) Energy Efficiency Initiatives 44) Energy Intensity 45) Renewable Energy Consumption 46) Purchased Renewable Energy Breakdown 47) Transition to Renewable Energy 48) Renewable Energy Target 49) Self-generated Energy Consumption 50) Self-generated Renewable Energy Breakdown 51) Clean Technology Initiatives 52) Projects under Performance, Achieve and Trade 53) Green Building Design ESG Quantitative Performance Metrics 54) Amount of Air Pollution 55) Air Pollution History 56) Air Pollution Reduction Initiatives 57) Amount of Plastic Pollution 58) Reduction in Plastic Use 59) Amount of Waste Generated 60) Amount of Hazardous Waste Generated 61) Amount of Non-Hazardous Waste Generated 62) Hazardous Substance Management Commitment 63) Progress on Waste Reduction Target 64) Waste Generation History 65) Waste Intensity 66) Waste Reduction Initiatives 67) Reusing Waste 68) Recycling Waste 69) E-Waste Management 70) Other Circular Economy Initiatives 71) Eliminating Landfill Waste 72) Delays on Environmental Regulatory Requirements 73) Noise Emissions 74) Soil Quality 75) Animal Welfare 76) Policy on Responsible Sourcing 77) Fuel Costs
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Jan 2026 36Q2FY27 Earnings Presentation | Nov 2026 SJS| AI - ESG Profile : 591 Disclosure Subfactors (2/3) 4 Social (106) 1) Social Strategy in Place 2) Communication of Labour Policy 3) Supplier Responsibility Initiatives 4) Awareness Programs for Supply Chain 5) Statutory Dues Compliance for Value Chain Partners 6) Supply Chain Assessment 7) Suppliers Code of Conduct 8) Environmental Policy for Suppliers 9) Energy Policy for Value Chain 10) Customer Responsibility Initiatives 11) Initiatives to Educate / Inform Customers 12) Information Access Channels 13) Customer Grievance Mechanism 14) Ethical Marketing and Advertising 15) Amount Spent on Promotional Materials 16) Product/Service Safety and Quality Metrics 17) Product Recalls 18) Diversity and Inclusion 19) Diversity Policy 20) Board of Directors Gender Composition 21) Senior Management Gender Composition 22) Workforce Gender Composition 23) Contractors Part of Workforce 24) Part Time Workers 25) Differently Abled Workforce 26) Percentage of Women Attrition 27) Gender and Diversity Targets and Initiatives 28) Diversity Targets Progress 29) Pay Performance Gap Management 30) CEO to Employee Compensation Ratio 31) Median Salary of Employees 32) Wages Related Complaint 33) Gross Salary Paid to Female Workforce 34) Staff Turnover Rate 35) Return to Work and Retention Rates for Parental Leave 36) Gender Pay Differentials Addressed and Monitored 37) Position-wise Gender Composition 38) Health and Safety Policies 39) Health and Safety Initiatives 40) Health and Safety Systems and Processes 41) Incident Management Reporting 42) Lost Time Injuries and Lost Time Frequency Rate 43) Total Recordable Injury Frequency Rate 44) Fatalities Reporting 45) Health and Safety Board Oversight 46) Independent Health and Safety Verification 47) Emergency Procedure Guidelines 48) Complaints Regarding Working Conditions 49) Maternity Leave Policy 50) Accessibility for Differently Abled Employees 51) Labour Management Commitment 52) Commitment to Labor Rights 53) Talent Attraction and Retention 54) Ethical Recruiting 55) Workforce Training 56) Number of Trained Staff 57) Learning Hours 58) Flexible Working Arrangements for Employees 59) Fair Wage, Benefits and Contracts 60) Employee Life Insurance and Compensation 61) Family Rehabilitation and Employment Placements 62) Minimum Wages Paid 63) Location Based Wages Paid for Job Creation 64) Compulsory Employer Pensions 65) Fair Working Hours 66) Fair Working and Living Conditions 67) Employee Well Being Programs 68) Amount Spend on Employees Well-being 69) Employee Engagement Initiatives 70) Formal Employee Feedback 71) Employee Performance Reviews 72) Respecting Employee Rights 73) Human Rights Commitment 74) Human Rights Assessment 75) Preventing Forced and Bonded Labour 76) Preventing Child Labour 77) Collective Bargaining Allowed 78) Freedom of Association Allowed 79) Anti Discrimination Workplace 80) Anti Harassment Workplace and Unconscious Bias Training 81) Anti Harassment Workplace 82) Complaints on Sexual Harassment on Workplace 83) Board of Directors Training 84) Policy Breach Action Taken 85) Broader Education Initiatives 86) Supporting Protected Classes 87) Effective Grievance Mechanisms 88) Discrimination and Harassment Reporting Mechanisms 89) People Policy 90) Health and Safety Parameter in Supply Chain 91) Human Rights and Modern Slavery Risk Management 92) Human Rights Grievance Mechanism 93) Identification of Key Human Rights Issues 94) Human Rights Value Chain Breach Action 95) Human Rights Impacts Remedy 96) Human Rights Commitment to International Standards 97) Management Responsibility on Human Rights 98) Board Oversight on Human Rights 99) Community Support Initiatives 100) Community Investment Policy 101) Wider Stakeholder Initiatives 102) Community Grievances Mechanism 103) Local Employment and Sourcing 104) Impact on Local Communities and Indigenous Peoples 105) Total Donations Made and Philanthropy 106) Social Impact Assessment ESG Quantitative Performance Metrics
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 37 SJS| Experienced & Qualified Board Team K A Joseph Managing Director ~40 years of experience in aesthetics printing business. Leading the manufacturing operations for SJS . Sanjay Thapar Executive Director and Group CEO Over 40 years of experience in the auto industry. Previously Group Chief Strategy Officer with Ashok Minda Group; MD of Minda Valeo Security Systems . Roy Mathew Executive Director, WPI 25+ years of experience in the industry. Co- founded WPI with Walter Pack Spain in 2006. Expertise in IMF, IMD, injection moulding, & automotive lighting technologies . 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 . Veni Thapar Non-Executive & Independent Director 30+ years of work experience. Independent Director on the boards of Bandhan Bank and Monedo Financial Services Pvt Ltd . Anil Sondur Non-Executive & Independent Director, WPI 40+ years of experience in the industry, possessing immense expertise in business strategy, new business development/ expansion and product design & strategy Kevin K Joseph Executive Director 10+ years of experience in the industry. Previously worked with Tata Elxsi Limited as a senior design engineer Randhir Singh Kalsi Non-Executive & Independent Director 40+ years of experience in the automotive industry. Previously worked with Tata Motors & Maruti Suzuki. Contributed significantly to ASSOCHAM & IDTR.
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June 2026 Q2FY27 Earnings Presentation | Nov 2026 38 SJS| Experienced Management Team Mahendra Naredi Group Chief Financial Officer • 27+ 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 from Rajasthan University, Chartered Accountant and Company Secretary from ICAI and ICSI Ranjit Nambiar Group Chief Operations Officer • 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 Technology from Central Institute of Plastics Engg .& Tech. R. Raju Chief Marketing Officer • 28+ years of experience in the field of marketing • Previously worked with ITW India, ITW Signode India, Minda Corp etc. • Holds a diploma in mechanical engineering from the Thiagarajar Polytechnic, Salem, and a post graduate diploma in marketing management and a masters degree in business administration Mandeep Singh Group Chief Information Officer • 28+ years of experience in the field of IT • Previously worked with Spurthi Meditech and IndSwift Labs Ltd. He was the Founder and CEO of Nanatom Technologies • Holds a Bachelor’s degree in Computer Science & Engineering from Kuvempu University, Karnataka
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THANK YOU Head Investor Relations: Devanshi Dhruva | Head – Investor Relations SJS Enterprises devanshi@sjsindia.com M: +91 98209 62846 IR Contact: Simran Malhotra / Soham Arora Investor Relations Advisor Churchgate Partners sjs@churchgatepartners.com; +91 73032 11037