SKIPPERNSESkipper LimitedLowNeutral
Announced Tue, 5 May · 13:30 IST

Skipper Limited has informed the Exchange about Transcript

Order Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

SKIPPER · price

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₹489.05
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₹480.80
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AI summary

Skipper Limited reported record Q4 FY '26 performance with quarterly revenue of INR1,666 crores (up 29.4% YoY), EBITDA of INR173.4 crores with margins expanding to 10.4%, and PAT of INR75.6 crores (up 70% YoY). Full year FY '26 revenue reached INR5,552.8 crores (up 20%) with highest ever PAT of INR207.3 crores (up 42%). The company has its highest ever order book of INR8,501.9 crores with annual inflows of INR5,678 crores. Management guided for 15% revenue growth and approximately 30% PAT growth for FY '27. Capacity expansion is on track to reach 450,000 tons by June 2026, with plans to reach 600,000 tons by FY '28. The bidding pipeline stands at INR33,000 crores (60-65% domestic).

Likely market impact

The company delivered strong Q4 and full-year results with margin expansion and record order book providing multi-year revenue visibility. Management's conservative 15% growth guidance for FY '27 reflects near-term headwinds from export market challenges due to geopolitical issues and muted domestic bidding in FY '26, though robust order book execution and margin improvement trajectory remain intact.