Skipper Limited — PPTs, 31-07-2025: Investor Presentation

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**1. Financial Highlights:**

Q1 was a record breaker! Revenue hit **₹1,253.9 Cr** (+14.9% YoY), EBITDA soared to **₹127.2 Cr** (+22% YoY) with 10.1% margins. Profit After Tax (PAT) jumped 41% YoY to **₹44.7 Cr**. Strong financial execution continues, with improved finance costs.

**2. Strategic Initiatives & Growth Drivers:**

Massive capacity expansion is underway, targeting becoming the world's largest by FY28. The company is eyeing 25% revenue growth this fiscal year, fueled by the booming multi-decade Power Transmission & Distribution (T&D) sector. Major capex is planned to power this growth.

**3. Business Developments:**

Secured **₹1,977.5 Cr** in fresh orders, including three 765 kV PGCIL projects, pushing the order book to an all-time high of **₹8,520.5 Cr**. This provides robust execution visibility and bolsters global standing with new international wins and progressing digital transformation initiatives.

**4. Market Position & Competitive Advantage:**

As India’s largest (top 10 globally) integrated T&D tower manufacturer, the company leverages low-cost production, in-house R&D for high-voltage towers, and a strong global presence across 50+ countries. It is well-positioned for "China +1" market gains.

**5. Investor Implications:**

The record order book and strategic capacity expansion signal strong positive growth potential. Improving financials and a clear focus on higher-margin T&D projects and global market penetration suggest a promising long-term outlook for investors.