Concall Transcript
SKMEGGPROD · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
SKM Egg Products held its first-ever quarterly investor conference call on May 22, 2026. The company reported stellar FY26 results with sales of Rs 767 crore (up 58% YoY), operating profit of Rs 163 crore (up ~200%), and PAT of Rs 102 crore — the first time crossing Rs 100 crore. Export volumes hit an all-time high of 7,126 metric tons. The management clarified that the Rs 1,000 crore turnover target is for 2030, not FY27. Key updates include a Rs 400 crore capex for expanding layer bird capacity from 20 lakh to 40 lakh birds by 2028-29, acquisition of SKM Universal for Rs 27.75 crore (74% stake), and plans to expand powder capacity from 7,000 to 10,000 tons in 5 years. The MD declined to share country-wise revenue breakup citing competitive reasons.
Strong operational performance with margin expansion to 21% operating profit margin demonstrates execution capability. The forward-looking 2030 target for Rs 1,000 crore turnover and planned capacity expansion signal growth orientation, though near-term volume growth will be limited by full capacity utilization.