Skipper Limited has informed the Exchange about Transcript
SKIPPER · price
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Skipper Limited reported its best-ever Q1 revenue of around INR 1,254 crores, up 15% year-on-year, led by strong growth in Engineering (+24%) and Polymer (+34%) segments. Consolidated EBITDA margin improved to 10.1% from 9.6%, with Engineering segment margins steady at 11.3%, while PAT grew 41% to INR 44.7 crores. The company secured record order inflows of about INR 1,977 crores in the quarter (up 158% YoY), including three 765 kV transmission line projects from PowerGrid and a major design order from Saudi Electricity Company, pushing the order book to an all-time high of around INR 8,520 crores. Management guided for 25%+ revenue growth and 50 bps EBITDA margin expansion in FY26, with a bidding pipeline of approximately INR 30,000 crores providing strong visibility. The new 75,000 MTPA capacity is now fully operational, and the company is targeting 6,00,000 MTPA capacity by FY28 to become the world's largest transmission tower maker.
This is a positive update for shareholders — strong revenue growth, expanding margins, record order book, and clear multi-year growth visibility from India's INR 9 lakh crore transmission investment plan through 2032. The capacity expansion roadmap and export diversification should support sustained growth, though the company will take on incremental debt (estimated 60% debt-funded capex) for the expansion.