Presentation Content Overview

Corporate Background

  • Company CIN: L25208HR1983PLC015135
  • Transition described as "From Legacy to Listed" - legacy representing trust, reinvestment and manufacturing depth, while listed represents transparency, governance and wider accountability
  • Scaling New Heights represents disciplined growth across brands, markets, capacity and innovation

FY26 Performance Highlights

  • Full financial year 2026 performance review presented
  • Revenue mix disclosed by product type and geography
  • Manufacturing footprint including current and upcoming capacities detailed

Manufacturing & Innovation Capabilities

  • 75+ members dedicated to R&D, design, aerodynamics & electronics lab
  • Focus on product innovation, comfort enhancement, and advanced technology integration
  • Dedicated supply chain & procurement teams for raw material stability
  • Large skilled workforce across moulding, painting, stitching, assembly & testing
  • Strong QC and compliance teams ensuring ECE 22.06 and IS 4151 standards

Product Launches & Portfolio Evolution

  • FY26 featured several key product launches including Laminar Nova JET Long Visor, Ninja Comet, and Terrain Goggles
  • 50+ years of evolution adapting to changing rider needs and preferences
  • Portfolio expansion from commuter helmets to premium and performance-focused helmets
  • Diverse portfolio spanning Full-Face, Open-Face, Modular, Flip-Up, Off-Road & Adventure categories
  • Strengthened in-house capabilities across design, moulds, EPS, graphics, testing and finishing

Strategic Partnerships

  • Warner Bros. Discovery collaboration for licensed helmets through DC Collection
  • Products include Drifter Batman Edition, Trooper Legacy Shield Edition, Helios Superman Edition
  • Features iconic designs including Superman, Batman, Tom & Jerry & Looney Tunes
  • Combination of ISI-certified protection with lifestyle-led designs
  • Represents new growth avenue expanding STUDDS' appeal across age groups

Distribution Strategy

  • India strategy focused on expanding distribution & digital channels
  • Global expansion roadmap detailed with specific market initiatives

Global Operations & Export Performance

  • Export revenue share: ~20% of total revenue in FY26
  • Export ASP: SMK brand ~₹2,600 and STUDDS brand ~₹1,000 in FY26
  • Italy market entry through WOS (Wholly Owned Subsidiary) direct dealer hub
  • USA market: ~200% increase in sales through Bikerz US Inc.
  • Moto4 partnership for FIM Road to MotoGP program for SMK brand building
  • Participation in global events including Feria 2 Ruedas, Colombia (May 2025) and GIIAS, Indonesia (July 2025)

Corporate Social Responsibility

  • FY26 CSR obligation: ₹1.46 crore
  • Entire CSR amount spent during FY26
  • Community programs include:
  • Project Arogya: Health & Wellness
  • Project Paryavaran: Environmental Conservation
  • Project Shiksha: Education & Learning
  • Harit Brick Abhiyan: Women Empowerment & Environment

Corporate Milestones

  • BSE and NSE listing date: November 7, 2025
  • Described as "The Year That Changed Everything"

Future Outlook

  • Revenue ambition: Over ₹1,000 crore over the medium term
  • Strategic goal: Build Studds into a globally respected rider safety company
  • Four clear growth engines identified to underpin next phase of growth

Key Strengths

  • Six strengths built over five decades, each described as measurable today

Investor Relations

  • Investor Relations Advisors: Strategic Growth Advisors Pvt. Ltd. (CIN: U74140MH2010PTC204285)
  • Contacts: Mr. Mandar Chavan / Ms. Khushi Bhandari
  • Contact information: +91 96993 82195 / +91 76666 89925

Company Contacts

  • CFO: Mr. Bharat Goyal (bharat.goyal@studds.com)
  • Company Secretary and Compliance Officer: Asha Mittal
  • Company phones: 91-129-4296500
  • Email contacts: sales@studds.com, info@studds.com, secretarial@studds.com

Safe Harbour Statement

  • Presentation prepared solely for information purposes
  • Does not constitute any offer, recommendation or invitation to purchase securities
  • Based on information considered reliable but no representation or warranty made
  • Contains forward-looking statements subject to risks and uncertainties
  • Company does not undertake to update forward-looking statements