Q3 2026 Skipper Ltd Earnings Call Transcript
Key Points
- Skipper Ltd (BOM:538562) achieved its highest ever quarterly revenue of INR1,370 crore, marking a 21% year-on-year growth.
- The company recorded its highest ever quarterly EBITDA of INR141 crore, with a 28% year-on-year increase and an improved EBITDA margin of 10.3%.
- Profit after tax increased by 40% year-on-year to INR50.2 crore, showcasing strong bottom-line performance.
- The order book reached an all-time high of approximately USD1 billion, providing strong revenue visibility with a healthy mix of domestic and export orders.
- Skipper Ltd (BOM:538562) has successfully gone live with SAP S/4HANA RISE, enhancing process control and data visibility as part of its digital transformation journey.
- The T&D sector is facing challenges related to right of way land acquisition and power demand issues, which could impact future growth.
- There was a delay in capacity enhancement due to heavy monsoon, affecting execution timelines.
- The company's revenue guidance was adjusted from 25% to a range of 20% to 25% growth, indicating potential challenges in meeting higher targets.
- Commodity price volatility, particularly in steel and zinc, could impact margins, although the company has a mix of firm and variable price contracts.
- The export order book, while growing, still represents a smaller portion of the overall order book, indicating a need for further international market penetration.
Ladies and gentlemen, good day, and welcome to Q3 FY26 earnings conference call of Skipper Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Navin Sahadeo from ICICI Securities Limited. Thank you, and over to you, sir.
Thank you, Rudra. Good evening, everyone. On behalf of ICICI Securities, I welcome you all to the Q3 FY26 Earnings Call of Skipper Limited. The company is represented by Mr. Sharan Bansal, Director; Mr. Devesh Bansal, Director; Mr. Shiv Shankar Gupta, company's CFO; and Mr. Aditya Dujari, AVP, Finance and IR. So without any further ado, I hand over the call to the management for their opening comments.
Over to you, sir.
Thank you. Thank you, Navin. Good evening, everyone, and welcome to Skipper Limited quarter three and nine months FY26 earnings conference call. Before we proceed, I would like to draw your attention
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