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Investor Presentation

SKM Egg Products Export (India) Investor Presentation: Key Takeaways

Q2 FY27 revenue ₹184 Cr (Q1 ₹179 Cr); Q2 PAT ₹16 Cr vs Q1 ₹24 Cr. H1 revenue ₹363 Cr vs ₹380 Cr; H1 PAT ~₹40 Cr, flat. Feed-cost inflation compressed EBITDA.

Highlights
Revenue growthH1 ₹363 Cr vs ₹380 Cr; Q2 ₹184 Cr vs Q1 ₹179 Cr
MarginsQ2 EBITDA ₹28 Cr vs ₹38 Cr; feed costs squeezed margins
Demand visibilityJapan price cuts; US oversupply; South Korea trial order expected Oct–Dec
Management confidenceConfident of repeating ₹100 Cr+ profit; no quarterly guidance

Growth

H1 revenue ₹363 Cr vs ₹380 Cr prior year. Q2 EBITDA ₹28 Cr (Q1 ₹38 Cr); PBT ₹22 Cr (Q1 ₹32 Cr).

Outlook

Reiterates ₹100 Cr+ profit this year; no quarterly guidance. Capex: 2.4mn-bird farm, powder capacity 7,000→10,000 t (₹180 Cr).

Risks

Soya and feed inflation not passable to customers; Japan price cuts from US oversupply; higher freight costs.

Last quarter's promises, checked

Missed

  • Realisation guided ₹720–750 next qtr → ~₹700 stable (= MISS)
  • Recovered containers to be sold Jul–Aug → Powder Q2 1,625 MT vs Q1 1,831 MT (= MISS)
Source

Investor Presentation filed with NSE, NSE: SKMEGGPROD. Summary written with AI assistance from the document.

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SKM Egg Products Export (India) Ltd: key numbers

Share price
₹203.51
Market cap
₹1,072 Cr
Revenue (annual)
₹768.0 Cr
Net profit (annual)
₹103.8 Cr
P/E (TTM)
10.3×Sector 26.2×
Promoter holding
57.47%+0.00% QoQ
FII holding
0.76%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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