Skipper Ltd (BOM:538562)

Q2 2026 Skipper Ltd Earnings Call Transcript

Nov 7, 2025 / 11:30 AM GMT

Release Date Price: ₹508.15 (-1.83%)

Transcript

Key Points

Positve

Skipper Ltd (BOM:538562) achieved its highest ever second quarter revenue at 1,262 crores, marking a 14% year-on-year growth.
EBITDA reached an all-time high at 131 crores, up 16% year-on-year, with margins expanding to 10.4%.
The company successfully resolved a long-pending entry tax demand, eliminating potential future contingencies.
Order book reached its highest ever level of 8,820 crores, providing a strong foundation for future growth.
Skipper Ltd (BOM:538562) is expanding its manufacturing capacity, with a new 75,000-ton capacity now fully operational and plans for an additional 75,000-ton expansion.

Negative

Revenue growth was slightly below expectations due to exceptional heavy monsoon in Rajasthan, causing temporary execution delays.
Export orders have been slow to take off, with domestic orders dominating the order book.
The polymer business faces challenges due to volatile and falling commodity prices, impacting value growth.
The company's ambitious target to achieve a 50/50 domestic to export order mix may take 2-3 years to realize.
Finance costs as a percentage of sales remain a focus, with a target to reduce it closer to 4% from the previous year's 4.7%.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SKIP.NS - Skipper Ltd
Q2 2026 Skipper Ltd Earnings Call
Nov 07, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Skimper Limited Q to F5 26 earnings conference call hosted by ICICI Securities Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchstone phone. Please note that this conference has been recorded. I now hand the conference over to Mr. Naveen from ICICI Securities.

Thank you and over to you.

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Unidentified_2 [2]
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