Skipper Limited — Q2FY27 earnings call summary

Filed 05 November 2026 · Official transcript

Multiple analyst queries on export diversification, capacity expansion, and margin outlook
EBITDA margins expected to remain 10-11% amid cost pressures, targeting 12% long term
Capacity expansion to 450,000 MTPA on track for H2 FY27; greenfield expansion planned by FY28-FY29
Q2 FY27 revenue reached INR1,384 Cr, +10% y-y; H1 revenue INR2,694 Cr, +7% y-y
FY27 revenue growth guidance maintained at ~15%, with possible 1-2% downside
Order book at INR10,066 Cr; Q2 order inflows up 70% y-y to INR2,111 Cr
Debt-to-equity improved to 0.38x post preferential equity raise; capex funded comfortably
EBITDA margin expanded to 10.5% in Q2; PAT margin improved 130 bps to 4.2%