Skipper Ltd (BOM:538562)

Q4 2026 Skipper Ltd Earnings Call Transcript

Apr 28, 2026 / 11:30 AM GMT

Release Date Price: ₹487.7 (+2.11%)

Transcript

Key Points

Positve

Skipper Ltd (BOM:538562) achieved its highest-ever quarterly revenue of INR 1,666 crores, marking a 29.4% year-on-year growth.
The Engineering segment led growth with a 33% year-on-year increase in revenue, driven by strong demand and improved throughput.
EBITDA increased by 40.2% year-on-year to INR 173.4 crores, with margins expanding to 10.4% from 9.6% last year.
The company closed the year with a record order book of INR 8,501.9 crores, supported by record annual inflows of INR 5,678 crores.
Skipper Ltd (BOM:538562) successfully commissioned Testbed 2, enhancing its testing capabilities and global competitiveness.

Negative

Trade receivables almost doubled compared to the previous year, attributed to technical reasons and increased domestic revenue.
Export growth remains a concern due to ongoing geopolitical challenges, impacting order inflows and execution.
Extended timelines for equipment delivery, such as transformers and HVDC, continue to constrain execution capabilities.
The company provided a conservative revenue growth guidance of 15% for FY27, citing challenges in export markets and execution.
The freight cost increase due to geopolitical issues has led to longer decision-making times for customers, impacting order inflows.

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

SKIP.NS - Skipper Ltd
Q4 2026 Skipper Ltd Earnings Call
Apr 28, 2026 / 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 Skipper Limited Q4 FY26 Earnings Conference Call hosted by ICICI Securities.

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 then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Naveen Sahadeo from ICICI Securities.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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