NSEUpdates3h ago · 6 Sept 2026, 04:03 pm

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Studds Accessories Limited · STUDDS

✦ AI Summary▲ PositiveResults

Studds Accessories Limited presented its annual general meeting slides, highlighting its FY26 performance, revenue mix, and manufacturing footprint. The company reported a 20.4% revenue growth, with a 16.4% YoY increase in EBITDA. Studds also showcased its strategic partnerships, iconic designs, and in-house capabilities across design, moulds, EPS, graphics, testing, and finishing.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Full Announcement

Presentation displayed during the 44th Annual General Meeting of the Company

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Studds1983_06092026160135_Intimation06092026.pdf

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PHONES : 91-129-4296500 E mail : sales@studds.com, info@studds.com, secretarial@studds.com CIN No.: L25208HR1983PLC015135 Date: September 06, 2026 To, To, National Stock Exchange of India Ltd., BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street Bandra (E), Mumbai – 400 051 Mumbai- 400001 NSE Scrip Symbol: STUDDS BSE Scrip Code: 544599 Subject: General Update-Presentation Dear Sir/ Ma’am, With reference to our letter dated September 05, 2026, please find enclosed herewith the presentation displayed during the 44th Annual General Meeting of the Company. This information will also be available on the website of the Company at www.studds.com under Investor Relations’ Section. This is submitted for your information & records. Thanking You, FOR STUDDS ACCESSORIES LIMITED ASHA MITTAL Company Secretary and Compliance Officer Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Studds Accessories Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. From Legacy to Listed Legacy stands for trust, reinvestment and manufacturing depth Listed stands for transparency, governance and wider accountability Scaling New Heights stands for disciplined growth across brands, markets, capacity and innovation Studds at a Glance 1975 240+ Designs 360+ STUDDS brand registered Presence in 19,000+ SKUs Distributors in India Countries 8.13 Mn 8.27 Mn 89% ~20% Sales volume Production volume Capacity utilisation Export revenue share Helmets and boxes Helmets and boxes Helmets and boxes Vs 16.75% FY25 As on 31st Mar’26 FY26 Performance Highlights Revenue EBITDA PBT PAT ROCE 20.4% Rs 634.2 cr Rs 122.2 cr Rs 111.6 cr Rs 82.7 cr 8.6% YoY 16.4% YoY 17.5% YoY 18.7% YoY vs 20.1% FY26 Revenue Mix: Product wise FY25 FY26 11.8% 15.7% 2.2% 7.4% 3.1% 7.0% 74.1% 78.6% Studds Helmets SMK Helmets Private Labels# Other Accessories Private Labels – Daytona & ONel FY26 Revenue Mix: Geography wise FY25 FY26 2.3% 2.1% 4.9% 7.5% 5.3% 5.9% 4.0% 4.6% 83.5% 79.9% India Asia (Excluding India) USA Europe ROW* *includes Africa, Australia, Oceania, Nepal and Bangladesh Manufacturing Footprint: Current & Upcoming Capacities Upcoming Facility Capacity Utilization 2W Helmet and Boxes Manufacturing Facility V: Total Planned capacity in Phase: Manufacturing Facility EPS Liners Water Transfer Decals 1.5mn (Phase I) Q2FY27 Operational by: • 75+ members dedicated to R&D, design, aerodynamics & electronics lab focuses 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 Faridabad, Haryana As on 31st Mar’26 EPS - Expanded Polystyrene Liners FY26: The Launches that Defined STUDDS DC Collection : A Warner Bros Collaboration Raider Laminar Nova JET Long Street DV Visor Drifter Batman Trooper Legacy Helios Superman Edition Shield Edition Edition Ninja Raider Terrain ✓ Strategic Partnership: Warner Bros. Discovery collaboration Comet DV Goggles for licensed helmets ✓ Iconic Designs: Superman, Batman, Tom & Jerry & Looney Tunes ✓ 50+ years of evolution, adapting to changing rider needs and preferences ✓ Expanded from commuter helmets to premium and performance-focused helmets ✓ Safety + Style: ISI-certified protection with lifestyle-led ✓ Diverse portfolio spanning Full-Face, Open-Face, Modular, Flip-Up, Off-Road & designs Adventure ✓ New Growth Avenue: Expanding STUDDS’ appeal across age ✓ Strengthened in-house capabilities across design, moulds, EPS, graphics, testing and groups finishing India Strategy: Expanding Distribution & Digital Channels Strong relationships with OEMs Diversified Channel-mix FY26 Established EBOs Serving as Institutional Online Presence Brand Extension Customers 20.1% Drive Customer E-commerce Central Police Engagement Canteens 11.1% 55.2% Increase Brand Quick Commerce Visibility 13.7% Canteens Stores Own website Department www.studds.com Export OEMs# Distributor Network & EBOs Others (E-com, Govt Channels, Others) 360+ Active Distributors Pan-India* Note: The Brand Names mentioned are the property of their respective owners and are used here for identification purposes only As on 31st Mar’26 #includes E-com, Government Channels, Others Global Expansion Roadmap Strong presence in key export markets FY26 Manufacturing For Leading Global Brands 10.6% 22.9% Daytona 37.2% 29.2% Australia Asia(Excluding India) USA Europe Row* O’neal ~20% ~Rs. 2,600 ~Rs.1,000 Italy WOS USA Moto4 Export revenue share SMK Export ASP STUDDS Export ASP Direct dealer hub ~200% increase in Sales FIM Road to MotoGP FY26 of total revenue FY26 FY26 Bikerz US Inc. SMK Brand Building Note: The Brand Names mentioned are the property of their respective owners and are used here for identification purposes only As on 31st Mar’26 *includes Africa, Australia, Oceania, Nepal and Bangladesh Global Events Motobike Istanbul, Turkey Feria 2 Ruedas, Colombia GIIAS, Indonesia April 2025 May 2025 July 2025 Moto4Latin, Brazil EICMA, Italy March 2026 Nov 2025 Key Strengths The Case for STUDDS 01 02 03 04 05 06 A premium engine The largest two-wheeler A catalogue that covers Vertical integration that A distribution moat at A capital-efficient reshaping the helmet player every rider and price controls quality, cost and home and abroad model that funds its Economics Point speed own growth • Pan-India Distribution: • India’s Largest by • SMK: Premium Growth • Strong Growth(FY23-25): • 240+ Designs across • End-to-End In-House 360+ active Revenue (FY24) and Engine since 2015–16 Revenue +8.15% | World’s Largest by STUDDS and SMK, Manufacturing & Testing • ~52% Volume CAGR in 3 distributors EBITDA +32.14% | PBT covering mass-market to • Fast Product Volume (CY24) Years with ~10 • Global Reach: Exports + [Showing first 8,000 characters — download PDF for full document]