Skipper Ltd (NSE:SKIPPER)

Q3 2025 Skipper Ltd Earnings Call Transcript

Feb 6, 2025 / 10:30 AM GMT

Release Date Price: ₹481.85 (+3.19%)

Transcript

Key Points

Positve

Skipper Ltd (BOM:538562) achieved its highest ever third-quarter revenue with a 42% year-on-year growth, driven by strong demand in the engineering business.
The company's consolidated EBITA increased by 44% year-on-year, with operating EBITA margins improving to 9.8%.
Finance costs as a percentage of sales improved to 4.4% from 4.9%, indicating better working capital efficiency.
The order book stands at 6,354 crores, reflecting a near all-time high backlog, reinforcing leadership in the domestic power T&D segment.
Skipper Ltd (BOM:538562) is expanding its capabilities into substation EPC, which offers significant margin potential and strong demand prospects.

Negative

The company faces capacity constraints, limiting its ability to aggressively take on new orders despite a strong demand pipeline.
Engineering products have seen a slight drop in margins, attributed to the variability of contract execution.
The polymer segment has been facing headwinds due to volatile commodity prices and lower government allocation in certain projects.
The order book growth was muted despite a significant order inflow, indicating potential execution challenges.
The company is operating at high capacity utilization, which may constrain revenue growth until new capacity is fully operational.

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

SKIP.NS - Skipper Ltd
Q3 2025 Skipper Ltd Earnings Call
Feb 06, 2025 / 10:30AM 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 Q3 F I 25 earnings conference call hosted by IC C I 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 star and zero on touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr Abhijeet Singh from IC C Securities. Thank you and over to you, sir.

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Unidentified_2 [2]
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