Skipper Limited has informed the Exchange about Investor Presentation
SKIPPER · price
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Skipper Limited reported its highest-ever first-quarter revenue of Rs 12,539 million, up 15% year-on-year, driven by strong execution in Engineering and Polymer segments. EBITDA rose 22% YoY to Rs 1,272 million with margins improving to 10.1% from 9.6%, while profit after tax grew 41% to Rs 447 million with PAT margin at 3.6%. The company secured fresh orders worth Rs 19,774 million in the quarter, lifting its order book to a record Rs 85,205 million, with a bidding pipeline exceeding Rs 300,000 million. Engineering revenue grew 24% YoY to Rs 10,248 million, export revenue jumped 30% YoY, and polymer segment revenue rose 34%. Management guided for 25% revenue growth in FY'26, further margin improvement, and total order inflows above Rs 65,000 million. The newly commissioned 75,000 MTPA capacity is now operational, with an additional 75,000 MTPA expansion underway, targeting 600,000 MTPA by FY'28.
Strong quarterly performance with record revenue, margin expansion, and a record-high order book signals robust growth momentum, likely to be viewed positively by investors. Clear multi-year capacity expansion targets and revenue guidance reinforce the growth story, though infrastructure segment revenue declined 39% YoY which warrants monitoring.