Investor Presentation

SKPL/SECT/2026-27/102 Date: 30th October, 2026 The Manager The Manager National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Dalal Street Plot No. C-1, Block-G Mumbai- 400 001 Bandra Kurla Complex, Bandra (E) Scrip Code- 538562 Mumbai- 400 051 Symbol- SKIPPER Subject: Investor Presentation on Standalone and Consolidated Financial Results for the quarter and half- year ended 30th September, 2026 Dear Sir, In compliance with the provisions of Regulation 30 read with Schedule III of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the copy of Investor Presentation in connection with unaudited Standalone and Consolidated Financial Results for the quarter and half-year ended 30th September, 2026. Kindly take the same on record. Thanking you, Yours faithfully, For Skipper Limited Anu Singh Company Secretary & Compliance Officer Encl: As above Seizing the Multi Decadal Opportunity Positioned to Power Growth in the Global Transmission sector Q2 FY’27 - Investor Presentation October'2026 Table of Contents 1. Q2 & H1 FY ’27 Performance Highlights 2. Company overview 3. Key Strengths 4. Industry Overview 5. Financial Trends 6. ESG, Awards & Recognition Performance & Financial Highlights – Q2 & H1 FY ’27 Director Speaks – Record Performance, Stronger Outlook Resilient Performance “We have delivered another resilient quarter, achieving our highest-ever Q2 and H1 revenue, EBITDA and PAT, supported by strong execution and operational discipline despite geopolitical • Highest-ever Q2 and H1 Revenue, EBIDA and PAT uncertainties and temporary supply chain disruptions impacting exports. Our diversified business • 10% QoQ / 7% H1 Revenue growth despite export headwinds model and improving operating leverage continue to support sustainable growth. Margin Expansion • EBITDA up 11% YoY; PAT up 56 % YoY Profitability continued to improve, with EBITDA and PAT recording strong year-on-year growth. • EBITDA margin expanded to 10.5 % Margin expansion across profitability levels reflects better operating efficiencies, an improved • PBT margin expanded 70 bps; PAT margin expanded 130 bps product mix and prudent cost management, while declining finance costs further strengthen earnings quality. Our financial position continues to improve, supported by stronger cash Financial Strength generation, lower finance costs and a healthier debt-equity ratio. • Finance cost ratio improved to 3.2 % of revenue against 4.2% Mr Sharan Bansal, • Cash Profit surged to ₹ 823 Mn, up 47 % YoY Director Demand fundamentals in the power transmission and distribution sector remain robust, • Debt Equity Ratio improved to 0.38x reflected in our record order book and strong order inflows. Exports are emerging as an Robust Order Book & Pipeline increasingly important growth driver, with encouraging traction across developed markets. Our highest-ever quarterly export order inflow underscores the growing acceptance of Skipper’s • Highest ever closing order book: ₹10,066 Cr; • Highest ever Q2 order inflow of ₹ 2,111 Cr (up 70% YoY) capabilities in international markets, particularly Australia and North America. • Secured highest ever export order inflow for any quarter: ₹ 1,054 Cr • Export share in overall order book increased to 17% well diversified With global utilities and EPC players increasingly diversifying their supply chains, we see across key market significant opportunities to deepen customer relationships and strengthen our presence in these • Majority export book from developed markets of Australia and North markets. Our substantial bidding pipeline provides strong visibility for sustained order inflows. America ; Middle east exposure limited to < 18% in export mix • Record high bidding pipeline > ₹35,000 Cr Our capacity expansion to 450,000 MTPA has been successfully commissioned, strengthening our ability to cater to rising demand and execute larger domestic and export opportunities. We Business & Strategic Progress remain focused on our longer-term roadmap to reach 600,000 MTPA by FY29. Simultaneously, • Capacity expansion to 450,000 MTPA on track , Roadmap to 600,000 global customer qualification initiatives are progressing across developed markets, positioning MTPA by FY29 us to capture a larger share of the growing international transmission opportunity. • Global customer qualification progressing across developed markets Outlook Looking ahead, strong power T&D sector tailwinds, an expanding global footprint, improving • Strong Power T&D tailwinds, record backlog, expanding global profitability and a record order book provide confidence in our growth outlook. With enhanced footprint manufacturing capabilities and increasing traction in developed export markets, we remain well • Strengthened balance sheet to accelerate future opportunities positioned to sustain our growth momentum and deliver long-term shareholder value.” • Well poised to deliver another record year 4 Financial Performance Q2 FY’27 Rs in Mn Sl Profit & Loss Summary Q2 FY’27 Q2 FY’26 Q1 FY’27 Change % 1 Revenues 13,839.8 12,617.9 9.7% 13,098.3 2 Reported EBITDA 1,448.3 1,306.9 10.8% 1,401.1 EBITDA Margins (%) 10.5% 10.4% +10 Bps 10.7% 3 (+) Other Income 16.2 40.7 44.1 4 (-) Depreciation 248.1 190.0 221.8 5 (-) Finance Cost 440.0 535.6 466.9 Finance cost as % to Revenue 3.2% 4.2% -100 Bps 3.6% Profit Before Tax 6 776.4 621.9 24.8% 756.5 (2+3-4-5) PBT Margins (%) 5.6% 4.9% +70 Bps 5.8% 7 Exceptional (loss) / Gain Items (106.8) 8 Tax 201.7 146.2 191.8 9 Profit After Tax (6+7-8) 574.7 368.9 55.8 % 564.7 PAT Margins (%) 4.2% 2.9% +130 Bps 4.3% 10 Cash Profit (9+4) 822.8 558.9 47.2 % 786.5 Financial Performance H1 FY’27 Rs in Mn Sl Profit & Loss Summary H1 FY’27 H1 FY’26 Change % 1 Revenues 26,938.1 25,156.5 7.1% 2 Reported EBITDA 2,849.4 2,578.6 10.5% EBITDA Margins (%) 10.6 % 10.3% +30 Bps 3 (+) Other Income 60.3 73.5 4 (-) Depreciation 469.9 367.1 5 (-) Finance Cost 907.0 1,065.2 Finance cost as % to Revenue 3.4% 4.2% Profit Before Tax 6 1,532.9 1,219.7 25.7% (2+3-4-5) PBT Margins (%) 5.7% 4.8% +90 Bps 7 Exceptional (loss) / Gain Items - (106.8) 8 Tax 393.5 297.4 9 Reported PAT (6+7-8) 1,139.4 815.5 39.7% PAT Margins (%) 4.2% 3.2% +100 Bps 10 Cash Profit (9+4) 1,609.3 1,182.6 +36.0% Key Performance highlights Rs in Million Stand Alone - Revenue EBITDA & Margin PAT & Margin Rs in Mn + 10 % + 11 % + 56 % 13,840 1,448 12,618 13,098 1,307 1,401 565 575 10.7% 10.4% 10.5% 4.3% 4.2% 2.9% Q2 FY'26 Q1 Fy'27 Q2 FY '27 Q2 FY'26 Q1 Fy'27 Q2 FY '27 Q2 FY'26 Q1 Fy'27 Q2 FY '27 H1’27 Vs H1’26 + 40 % + 11 % +7 % 1,139 2,849 26,938 25,156 2,579 10.6% 4.2% 10.3% 3.2% H1 FY'26 H1 FY'27 H1 FY'26 H1 FY'27 H1 FY'26 H1 FY'27 Note : PAT for Q2 & H1 Fy’26 includes exceptional items Segment Report Segment Profit & Loşs Summary Q2 FY’27 Q2 FY’26 Change % H1 FY27 H1 FY’26 Change % Net Sales 10,403.8 9,973.7 4.3% 19,805.1 20,221.5 -2.1% Engg Products EBITDA 1,237.3 1,171.3 5.6% 2,377.1 2,333.8 1.9% Polymer % of Sales 11.9% 11.7% 12.0% 11.5% Infra Net şales 1,281.6 1,153.5 11.1% 2,451.7 2,425.4 1.1% PVC Products EBITDA 74.9 46.1 62.3% 136.0 98.3 38.3% %of şales 5.8% 4.0% 5.6% 4.1% Net şales 2,154.4 1,490.7 44.5% 4,681.3 2,509.6 86.5% Infra Projects EBITDA 136.1 89.4 52.2% 336.3 146.5 129.5% % of şales 6.3% 6.0% 7.2% 5.8% Engg Net şales Total 13,839.8 12,617.9 9.7% 26,938.1 25,156.5 7.1% Total EBITDA Total 1,448.2 1,306.9 10.8% 2,849.4 2,578.6 10.5% % of Sales 10.5% 10.4% 10.6% 10.3% Revenue Mix – H1 FY’27 Note: Segment EBITDA includes allocation of un-allocable expenditure in pro-rata share of Sales and Capital Employed in their respective segment Business Update– Q2 FY’27 Revenue Highlights Company registered its highest-ever second quarter revenue of Rs 13,840 million on back of strong execution across all its business segments, achieved growth of 10 % over previous year quarter Delivered a resilient operati [Showing first 8,000 characters — download PDF for full document]