ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 4.5% YoY growth in Q1; guided 15% for full year FY27. |
|---|---|
| Margins | EBITDA margins expanded 60 bps to 10.7%; aspirational target of 12%. |
| Order book | Highest ever unexecuted order book of over ₹9,200 Cr. |
| Demand visibility | Record bidding pipeline of ₹35,000 Cr; strong domestic and export traction. |
| Management confidence | High confidence in H2 weighted performance and achieving annual growth targets. |
Growth
Revenue grew 4.5% YoY to ₹1,310 Cr; EBITDA rose 10% to ₹140 Cr; PAT increased 26% to ₹56.5 Cr.
Outlook
Maintained 15% revenue growth guidance for FY27; targeting 12% long-term EBITDA margins and 50% export mix in order inflows.
Risks
Challenges include geopolitical disruptions impacting export dispatches, high shipping prices, and difficulty recruiting/retaining quality technical manpower.
Last quarter's promises, checked
Delivered
- Guided 15% revenue growth → delivered 4.5% in Q1 (on track for annual target = BEAT)
- Guided capacity to 450,000 tons by June '26 → delivered 450,000 tons (= BEAT)
- Guided bottom line growth of 30% → delivered 26% PAT growth in Q1 (= BEAT)
Partly delivered
- Guided 12% aspirational EBITDA margin → delivered 10.7% (= PARTIAL)
- Guided 25% export mix → delivered 10% mix in order book (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: SKIPPER. Summary written with AI assistance from the document.
Skipper Ltd: key numbers
- Share price
- ₹509.95
- Market cap
- ₹5,758 Cr
- Revenue (annual)
- ₹5,553 Cr
- Net profit (annual)
- ₹213.1 Cr
- P/E (TTM)
- 23.4×Sector 33.5×
- Promoter holding
- 61.48%-5.02% QoQ
- FII holding
- 10.31%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Skipper Ltd
All →Skipper Other Announcement
Skipper's monitoring agency found no deviation in use of its preferential issue proceeds for the quarter ended September 30, 2026. Routine periodic report, no new transaction.
Skipper Earnings Call Transcript: Key Takeaways
Skipper delivered record Q2 revenue but growth slowed to 10%, necessitating a sharp 21%+ H2 ramp-up. Export diversification into US/Australia is offsetting Middle East geopolitical volatility.
- Call
- Guides 15% growth
Skipper Merger & Restructuring Worth ₹0.48 Cr
Skipper Limited incorporated a wholly owned subsidiary, Skipper Gridtech Inc, in Texas, USA. The subsidiary's share capital is up to USD 50,000 (about Rs 0.48 Crore).
- Value
- ₹0.48 Cr
Skipper Results Update
Skipper Limited reported record Q2 FY27 revenue of Rs.13,840 million, with PAT up 56% year-on-year. Its closing order book reached a record Rs.100,657 million.
Skipper Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs13,840Mn (+10% YoY), EBITDA Rs1,448Mn (10.5% margin), PAT Rs575Mn (+56%). Record order book Rs100,657Mn; exports down sharply on West Asia disruption.
Skipper Q2 FY27 Results: Net Profit ₹58 Cr, Up 56.8% YoY
Skipper Ltd reported revenue from operations of ₹1,384 Cr (+9.7% YoY) and net profit of ₹58 Cr (+56.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹58 Cr · +56.8% YoY