Skipper Limited — PPTs, 28-04-2026: Investor Presentation

Skipper Limited saw stellar performance for the financial results for the quarter and year ended March 31, 2026.

**1. Business Performance:**

The company hit its highest-ever annual revenue of **5,552.8 Cr**, up 20.1% YoY, and a record Profit After Tax (PAT) of **207.3 Cr**, a 42.2% increase. Q4 revenue grew 29.4% to **1,666.6 Cr**, with PAT surging 70.3% to **75.6 Cr**. The Engineering business was a major contributor, with Q4 revenue at **1,248.7 Cr**, and the Polymer segment also achieved its highest annual revenue of over **500 Cr**.

**2. Growth Drivers or Strategy:**

Skipper is expanding its manufacturing capacity by an additional 75,000 MTPA, targeting 450,000 MTPA by June 2026, to meet surging demand. Digital transformation is key, with SAP S4 HANA RISE implemented for streamlined operations. The company is also expanding its global footprint with a new subsidiary in Brazil and plans for UAE and USA.

**3. Recent Developments:**

Order inflows were robust, hitting a record **5,678 Cr** for the year, including a major multi-million dollar contract in North America and prestigious 800 KV Khavda HVDC projects. The closing order book is at a historic high of **8,501.9 Cr**. Skipper commissioned Test Bed 2, becoming the world's only company with dual tower testing facilities, and successfully prototyped the world's heaviest transmission tower.

**4. Key Financial Metrics:**

Annual Revenue soared 20.1% YoY, with Q4 revenue up 29.4%. Annual PAT grew 42.2%, while Q4 PAT jumped 70.3%. EBITDA margins improved to 10.3% for the year.

**5. Management Commentary / Outlook:**

Management is confident in delivering another record year, fueled by strong Power T&D sector tailwinds, a robust order backlog, expanding capacities, and improving profitability. The company is well-positioned to capitalize on significant grid infrastructure investments and global energy transition opportunities.