S.J.S. Enterprises Limited — Earnings Release 2026

Jul 29, 2025

==> picture [512 x 77] intentionally omitted <==

July 29, 2025

To,

National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5[th] Floor, Corporate Relationship Department, Plot No. C/1, G Block, 2[nd] Floor, New Trading Wing, Bandra – Kurla Complex, Rotunda Building, P.J. Towers, Bandra (E), Mumbai -400 051 Dalal Street, Mumbai – 400 001 Symbol: SJS Scrip Code: 543387

ISIN: INE284S01014

Dear Sir/Madam,

Subject: Press release pertaining to unaudited financial results of Q1 of FY 2025-26

We hereby submit the Press Release of the unaudited Financial Results of the Company for the quarter ended June 30, 2025.

Request you to kindly take the above on record.

Thank you,

Yours faithfully, For S.J.S. Enterprises Limited

THABRAZ Digitally signed by THABRAZ HUSHAIN W HUSHAIN W Date: 2025.07.29 16:02:56 +05'30'

___ Thabraz Hushain W. Company Secretary and Compliance Officer Membership No.: A51119

Encl: As mentioned above.

Q1 FY2026 Earnings Press Release

==> picture [104 x 67] intentionally omitted <==

23[rd] consecutive quarter of outperforming the automotive industry and delivering a strong financial performance

Q1FY26 Revenue witnessed robust growth of 11.2% YoY to Rs 2,096.6 Mn, EBITDA & PAT grew 16.3% and 22.6% YoY

Bengaluru, July 29, 2025: The Board of Directors at SJS Enterprises Limited (“SJS” or the “Company”) (BSE: 543387; NSE: SJS), one of India’s leading companies in the decorative aesthetics industry, has announced its unaudited consolidated financial results for the quarter ending 30[th] June 2025.

Q1 FY2026 Financial Performance Summary (Consolidated)

==> picture [414 x 162] intentionally omitted <==

Q1 FY2026 Key Performance Highlights (Consolidated):

• Revenue growth of 11.2% YoY to Rs. 2,096.6 Mn, driven by 32.7% YoY growth in the twowheeler (2W) segment and 13.8% YoY growth in the Passenger Vehicle segment

• 23[rd] consecutive quarter of outperformance , with 22.8% YoY growth in automotive business compared to 1.2% YoY growth in automotive industry (2W+PV) production volumes

• EBITDA grew 16.3% YoY to Rs. 587.2 Mn, with EBITDA margins at 27.6%; margin expansion of 106 bps

• PAT increased 22.6% YoY to Rs. 346.2 Mn , with a PAT margin of 16.5%; margins increased by 154 bps

• Generated strong cash flows during the quarter which resulted in a net cash position of Rs, 1,311.4 million

• We added Hero MotoCorp as a marquee customer and commenced supplies to them

• Won export business in the U.S. market from Autoliv and Fiat Chrysler Automobiles and added Yazaki as a customer for domestic Automotive business

• Capacity expansion projects underway at Pune and Bangalore

• Won the Green Manufacturing Excellence Award (GMEA) by Futurescaper and the Good Manufacturing Practice (GMP) certification from TUV

S.J.S. Enterprises Limited (Formerly known as S.J.S. Enterprises Private Limited) Sy.Nos – 28 & 85 B M Kaval & Agara, Off Kanakapura Road, Bangalore - 560082, Karnataka, India. Email: Info@sjs.com, complaince@sjs.com; M: +91 80 6194 0777; Fax : +91 80 28425110

Q1 FY2026 Earnings Press Release

Commenting on Company’s performance, Mr. K. A. Joseph, Managing Director, SJS Enterprises Limited, said , “We began FY2026 on a positive note, with Q1 reflecting strong demand across key vehicle segments, despite lower industry growth. We delivered our 23[rd] consecutive quarter of outperformance, an achievement that highlights our strong commitment to innovation and execution.

In Q1FY26, we reported consolidated revenue of Rs. 2,096.6 million, led by strong growth in the 2W and passenger vehicle segments. This performance reflects our continued focus on premiumization, new customer addition and deep customer engagement across both Indian and international markets.

We continue to invest in future-ready infrastructure, with capacity expansion projects underway at Pune and Bangalore. These developments will strengthen our manufacturing footprint and enhance responsiveness to customer demands. This will reinforce our position as a trusted partner in the decorative aesthetics space.

Looking ahead, we remain committed to driving innovation, expanding globally, enhancing efficiencies, delivering sustainable value, shaping the future of automotive aesthetics and building long-term value for all our stakeholders.”

Commenting on Company’s performance, Mr. Sanjay Thapar, Executive Director & Group CEO, SJS Enterprises Limited, said, “Building on the positive momentum from the previous quarter, Q1 FY2026 showcased our robust performance as automotive business grew 22.8% YoY compared to 1.2% YoY growth in auto industry production volumes.

Despite lower industry growth, SJS not only delivered strong revenue growth, but also achieved robust profitability margins, with EBITDA margins at 27.6% and PAT margins at 16.5%. Inorganic acquisitions have enabled SJS to have a more well-balanced sales pie with 2W at ~39%, PV at ~37% and ~24% is consumers & others.

We added Hero MotoCorp as a marquee customer this quarter and have started supplies to them. We are confident, that in the long run we will be one of their preferred suppliers with significant share of business.

Exports is one of our key focus areas. During the quarter, we secured new businesses in the US markets from Autoliv and Fiat Chrysler Automobiles. Company is consistently making efforts towards expanding its footprint in the North American market and the recent order wins from Stellantis, Whirlpool, FCA and Autoliv are a testament to this.

Furthermore, strong cash generation during the quarter resulted in free cash flows of Rs. 325.6 mn, with net cash standing at Rs. 1,311.4 mn. Our ability to convert ~101% of EBITDA into operating cash flows highlights our focus on operational efficiency, working capital management and disciplined capital allocation. Our strong balance sheet allows us to confidently pursue organic & inorganic strategic growth opportunities while maintaining financial stability.

Looking ahead, we remain focused on accelerating organic growth by introducing new technology premium products, strengthening global relationships and maximizing efficiencies across our operations. With a strong financial position and disciplined execution, we are confident in our ability to drive consistent performance, expand our market presence, and deliver long-term value to all stakeholders.”

S.J.S. Enterprises Limited (Formerly known as S.J.S. Enterprises Private Limited) Sy.Nos – 28 & 85 B M Kaval & Agara, Off Kanakapura Road, Bangalore - 560082, Karnataka, India. Email: Info@sjs.com, complaince@sjs.com; M: +91 80 6194 0777; Fax : +91 80 28425110

Q1 FY2026 Earnings Press Release

Q1 FY2026 Earnings Conference Call

Conference Call Details: Wednesday, July 30, 2025 Time: 11:00 AM IST | 1:30 AM USA EDT | 06:30 AM UK TIME | 01:30 PM HK/SINGAPORE

Diamond Pass Link Universal Access +91 22 6280 1144 / +91 22 7115 8045 Number The number listed above is universally accessible from all networks and all countries. HK: 800 964 448 | SG: 800 101 2045 | Toll Free Number UK: 0 808 101 1573 | USA: 1 866 746 2133

The number listed above is universally accessible from all networks and all countries.

About SJS Enterprises

Founded in 1987, SJS Enterprises Limited is a leading provider of aesthetic products and solutions primarily serving the automotive and consumer appliance industries. The company offers a comprehensive portfolio including decals, 3D lux badges, overlays, aluminium badges, chrome-plated parts, and optical plastics. With a strong focus on in-house manufacturing capabilities, its facilities are located in Bangalore and Pune, encompassing advanced technologies across design, tooling, printing, moulding and electroplating processes. The company benefits from long-standing relationships with global and Indian OEMs, backed by a robust portfolio of over 12,200 SKUs, supplying to more than 220 customer locations in over 22 countries. Its strategic positioning leverages a one-stop shop value proposition, high entry barriers through precision manufacturing, and a track record of consistent delivery standards. Supported by its design-led innovation and a diverse product portfolio, SJS is well placed to capitalize on increasing premiumization trends and customization demand in its end-use markets while maintaining high standards of quality and reliability. For more information visit http://www.sjsindia.com/

DISCLAIMER:

Certain statements that are made in the Press Release may be forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties like significant changes in economic environment in India and overseas, tax laws, inflation, litigation, etc. Actual results might differ substantially from those expressed or implied. SJS Enterprises Ltd. will not be in any way responsible for any action taken based on such statements and discussions; and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances.

For further information please contact:

==> picture [63 x 41] intentionally omitted <==

Devanshi Dhruva, Head – Investor Relations Mob : +91 9820962846 E-mail : devanshi@sjsindia.com

==> picture [94 x 32] intentionally omitted <==

Simran Malhotra / Sanket Vangule Tel: +91 22 6169 5988 E-mail: sjs@churchgatepartners.com

S.J.S. Enterprises Limited

(Formerly known as S.J.S. Enterprises Private Limited) Sy.Nos – 28 & 85 B M Kaval & Agara, Off Kanakapura Road, Bangalore - 560082, Karnataka, India. Email: Info@sjs.com, complaince@sjs.com; M: +91 80 6194 0777; Fax : +91 80 28425110