Submission of Con Call Transcript

SKMEGG/SEC/NSE/BSE/CONCALLT/2026 Oct 27, 2026 National Stock Exchange of India Limited Bombay Stock Exchange Limited Exchange Plaza, Phiroze Jeejeebhoy Towers Plot No:C/G Block Dalal Street Bandra Kurla Complex Mumbai-400 001 Mumbai-400 051 Dear Sir/Madam, Sub: Submission of Con-call Transcript. Ref: Scrip Code: 532143(BSE)/SKMEGGPROD (NSE) This is to inform that pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby submit the Transcript of the Con-call held on Friday, Oct 23, 2026. This is for your kind information and records. Yours Faith fully For SKM Egg Products Export (India) Limited P.Sekar Company Secretary (ICSI Membership No.F10744) Encl:a/a Transcript of the Earnings Conference Call of SKM Egg Products Export (India) Limited for Q2 FY 26-27 The Earnings Conference Call of SKM Egg Products Export (India) Limited for Q2 FY 26-27 held on Friday, October 23, 2026 at 12:30 P.M. (IST) through Video conference/Other Audio Visual Means (VC/OAVM). Moderator Dear investors, good day and welcome to the earnings conference call of SKM Egg Products Export India Limited for the second quarter of FY26-27 hosted by NSDL. As a reminder, all participant lines will remain and listen only more during the management presentation. This will be followed by a Q&A question and answer session during which participants will have the opportunity to ask questions to the management. Should you require any assistance during the conference call or wish to ask a question during the Q&A session, please use the raise hand feature and the operator shall assist you. Please note that this conference call is being recorded. I am Sameer from NSDL. I am pleased to welcome the management team of the company. We would like to welcome Mr. SKM Shri Shivakumar, Chairman and Managing Director Mr. S K Sharathram, Executive Director, and Mr. K S Venkatachalapathy, Chief Financial Officer. I would now hand over the call to Mr. SKM Shri Shivakumar, Chairman and Managing Director of the company, for his opening remarks. Thank you, and over to you, sir. Mr. SKM Shri Shivakumar (Chairman and Managing Director) Good afternoon, shareholders. I'm happy to meet you all again after this quarter results. Our CFO wants to give an introduction to today's Q&A session. Over to you. Mr. K S Venkatachalapathy (Chief Financial Officer) Thank you, sir. Hello, dear, my dear shareholders. Before commence the today's con call, we would like to take a moment to acknowledge and appreciate our chairman and managing director for his continued commitment to learning and organizational development. In this regard, I want to communicate to you all that our CMD has recently enriched his knowledge and leadership perspectives through his participation in entrepreneurship and management programs at Harvard Business School, both in India and in the United States recently. Our CMDs progressively bringing these learnings into the organization and translating them into our company's day-to-day management and operations. We are confident that the knowledge and the global perspectives gained by our CMD will help us strengthen our strategic thinking, encourage innovation, improve operational effectiveness, and identify new opportunities for sustainable growth of your company. our CMD's initiative and willingness to learn at this stage of his career. On behalf of board and the entire organization, we extend our sincere appreciation and congratulations to our CMD for his initiative and willingness to learn at this stage for his career and providing an important for taking our company to next phase of growth and development in future. We once again on behalf of shareholders. I wish him continued success and hope that his example of lifelong learning will inspire all of us to continuously improve, innovate, and strive of excellence. Thank you so much for your patience hearing my starting note about the CMD's program. Now let us move to the con call section. Thank you, shareholders. Moderator So, thank you so much. So, with your permission, can we go ahead with the Q&A? Mr. K S Venkatachalapathy (Chief Financial Officer) Sir, before that, we want to share some of the slides what we shared in our meeting. Moderator Sure, sir. Tech support Can you provide Cohost access to CFO. presenter access to CFO. Yes, sir, you can able to share now. Mr. K S Venkatachalapathy (Chief Financial Officer) Are you able to view the slides? Moderator Sir, sir, you can share the slides, then only the participants can able to view. Yeah, you can click on the third option, share. Hi, yeah. So, you go to that, yeah, go to the presentation mode, then you can view full screen. So, yeah, it's fine now, sir. You can continue. Mr. K S Venkatachalapathy (Chief Financial Officer) I hope all the shareholders are able to view. Dear Shareholder This is the snapshot of our quarterly performance. Overall, comparing to last six months of, say, six months of the last year and six months of current year, your company has maintained the same performance almost turnover as turnover is around 363 crores as against 380 crores in last year. EBITDA is 6744 crores in the same, both the periods. with PBT and the PAT also the same 54 crores and 40 crores respectively during the six months period comparatively last year and current year. Comparing to quarterly results, the sales is improved from 179 crore to 184 crore, but because of increase in feed raw material cost under this one, EBITDA is come down to 28 crores from 38 crores in between last two quarters. Then our profit before tax is at around 22 crores during the quarter, against 32 crores in the last sequential quarter and the last quarter of the same year. Profit after tax is around 16 crores during this current quarter, against 24 crores in Q1 and 24 crores in Q2 last year. This is the snapshot of our total financial results. Quarterly performance turnover is 363 crore and the profit after tax is maintained at 40 crore comparatively last year the same results and the quarterly results what I explained to you can see from the slides. This is a snapshot and details have been already uploaded in the stock changes which all the shadow builders should have viewed. Thank you. Boardroom Now we move on to questions. Moderator Thank you so much. Thank you. Ladies and gentlemen, now we would like to go ahead with the Q&A session. We will request the people in the attendees to please raise their hands so that your queries can be raised and hence can be answered accordingly. Sir, can we go ahead with the first person, sir? Boardroom Please. Moderator Sure, sir. The first person with the hand raised, we have Meherwan Kotwal. Mr. Meherwan Kotwal Can you hear me? Moderator Yes, sir. Mr. Meherwan Kotwal Hi. Good afternoon, and thank you for taking my question. My first question, I've got a couple of questions. So how are realizations looking for the next six months? There is a little bit of oversupply in the US market on account of, I think, excessive egg production. So, what is our outlook on realizations for the next six months to a year probably as compared to where we stand today and what were our realizations for this particular quarter? And I think at the beginning of the year, we had said that we will for this year see large part growth coming in from domestic sales. So, if you could just throw some light as to how our shell egg business also has been progressing over the first six months and what would our expectations be for the entire year. And third thing, I think we have been hit a lot by this unexpected increase in RN cost. So do we have any offsets against this in terms of whether we could be getting some kind of price increase or escalation from our customers and yeah basically our view on what to expect on margins and growth going forward. Thank you. Boardroom Thank you for the question. Yes of course, the US is able to offer cheaper but we have seen th [Showing first 8,000 characters — download PDF for full document]