Skipper Ltd (NSE:SKIPPER)

Q1 2026 Skipper Ltd Earnings Call Transcript

Jul 31, 2025 / 11:30 AM GMT

Release Date Price: ₹485.65 (+0.07%)

Transcript

Key Points

Positve

Skipper Ltd (BOM:538562) reported a 15% increase in net revenue for Q1 FY26, driven by strong execution in the engineering and polymer segments.
The company's engineering export revenue grew by 30% year-on-year, reflecting strong international demand.
Skipper Ltd (BOM:538562) achieved its highest-ever quarterly EBITDA of INR 1,272 million, marking a 22% increase from the previous year.
The company secured significant domestic contracts from Power Grid Corporation of India Limited and export markets in the Middle East, boosting its order inflow by 158% compared to the previous year.
Skipper Ltd (BOM:538562) is expanding its capacity with a vision to become the world's largest transmission tower manufacturer by FY28, enhancing its ability to target fast-track export orders.

Negative

The infra segment revenue declined by 39%, indicating challenges in this area.
Despite growth in the polymer segment, the company faces order declines in certain projects, which may impact future performance.
The company is facing challenges with the availability of skilled manpower, which could affect project execution timelines.
There is a potential risk of overcapacity in the industry as many peers are also expanding their manufacturing capabilities.
The approval process for export orders, particularly in North America, is slow, which could delay revenue realization from these markets.

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

SKIP.NS - Skipper Ltd
Q1 2026 Skipper Ltd Earnings Call
Jul 31, 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 Q1F 526 earnings conference call of Skipper Limited, organized by ICICI Securities Limited.

As a reminder, all participant lights 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 phone.

Please note that this conference is being recorded.

I now hand the conference over to Naveen Sahaev from ICICS Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]

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