Skipper Limited — PPTs, 05-02-2025: Investor Presentation

**Financial Highlights:** Skipper reported a record third-quarter revenue of ₹11,352 million, representing a 42% year-on-year growth. For the nine-month period, revenue reached ₹33,367 million, a significant 57% increase. The engineering segment led this growth, achieving its highest-ever quarterly revenue of ₹9,067 million, reflecting a 75% improvement. Consolidated EBITDA increased by 44% to ₹1,109 million, while the EBITDA margin held steady at 9.8%. Profit After Tax (PAT) surged 76% to ₹361 million for the quarter and 80% to ₹1,014 million for nine months, underlining a strong commitment to profitability.

**Strategic Initiatives and Growth Drivers:** The company secured ₹13,182 million in new orders for the quarter, bolstering its year-to-date inflow to ₹37,433 million, a 19% increase YoY. The order book expanded to ₹63,540 million, positioning Skipper advantageously amid expected power transmission investments of ₹9.15 lakh crore by 2032. The firm is capitalizing on digital transformation initiatives, such as SAP S/4HANA implementation, alongside expanding its substation EPC capabilities.

**Investor Implications:** With strong financial performance, a diversified order pipeline, and strategic moves into promising growth verticals, Skipper seems positioned for continued value creation. The combination of robust order inflows and market leadership in power T&D could signal potential growth for investors.