Con-call Transcript

SKMEGG/SEC/NSE/BSE/CCTRANSCRI PT /2026 Jul 31, 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: Con-call Transcript Ref: SKMEGGPROD (NSE)/ 532143(BSE) 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 Wednesday, Jul 29, 2026. Kindly take the same on record. Yours Faith fully For SKM Egg Products Export (India) Limited P.Sekar Company Secretary (ICSI M. No: F10744) Encl:a/a SKM EGG PRODUCTS SKM EGG PRODUCTS EXPORT (INDIA) LIMITED CINL01222TZ1995PLC006025 GSTIN. 33AACCS7106G1ZO PAN AACCS7106G Registered Office: 133, 133/1, Gandh1Ji Road, Erode -638 001. Tamil Nadu India.Tel +91 424 2262963 Factory: Erode -Karur Main Road, Cholangapalayam, Erode -638 154, Tamil Nadu, India. Tel +914242351532 -33, Web· wwwskmegg.com TRANSCRIPT OF SKM EGG PRODUCTS EXPORTS (INDIA) LIMITED Moderator Dear investors, good day and welcome to the earnings conference call of SKM Egg Products Export India Limited for the first quarter of FY 2026-27 hosted by NSDL. As a reminder, all participant lines will remain in lesson only mode during the management presentation. This will be followed by a question and answer that is Q&A 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 and A session, please use the raise hand feature and the operator will assist you. Please note that this conference call is being recorded. I am Sameer from NSDL, and I am pleased to welcome the management team of the company. Mr. SKM Sri Shivkumar, Chairman and Managing Director. Mr. SK Sharat Ram, Executive Director. Mr. KS Venkata Chalapati, Chief Financial Officer. I would now hand over the call to Mr. SKM Sri Shivkumar sir, chairman and Managing Director of the company for his opening remarks. Thank you and over to you, sir. Mr. SKM Sri Shivkumar (Chairman and Managing Director) Thank you for the opportunity. Good evening all shareholders. I'm happy to meet you all and discuss your concerns or your queries regarding the operations of our company. Welcome you all once again and I'm ready to answer the questions or if you want some information, Paddy is here to give you some update on the information also. Thank you so much. Moderator Sir, would you like to proceed with the Q and A session now? Mr. SKM Sri Shivkumar (Chairman and Managing Director) Yeah, proceed further. There is no presentation. Moderator Okay. Perfect. Sir, thank you so much. Thank you for helping us with that. Ladies and gentlemen, once again we would like to remind everybody that if you have any questions, please use the raise hands feature, and we will be asking two questions per attendee. If you have followed up questions or if you have furthermore questions, those can be sent to us via email and those would be answered accordingly. For now, we have time for two questions per attendee. We would once again request the people in the attendees to please use the feature where you can raise your hands so that you can be unmuted and the questions can be taken. Ladies and gentlemen, we have the first person with a question. We have Mr. Pramukh Kabra. Board Room Can you repeat the name? Moderator Mr. Pramukh Kabra Would be the first person to join us from the attendees to raise the queries. Mr. Pramukh, you have been unmuted. Mr. Pramukh Kabra Yeah. Thanks for the opportunity and congratulations on the great set of numbers. My first question was regarding the Egg powder prices. So, what exactly? I mean, how are the egg powder prices determined in the international market? Is the US dictating it or I mean, what are the top three, four countries that dictate the powder prices? Mr. SKM Sri Shivkumar (Chairman and Managing Director) Thank you for the question. The biggest influencing supply countries are in the international market because you are right, US is one of them. Europe is one major Now India is also a player and South American countries; Ukraine and China these are the major supply countries which make an impact on the international price. Of course, the South American players are not price centers. EU suppliers and American suppliers. Cost structure decides the international I think because they have the biggest volume to be sold on the international market and history of supply to things. So, it depends on product to product. Sometimes the egg, predominantly egg white is determined by the supplies from Europe Egg yolk and more like is determined by supplies from America and South America and China. Recently they were also active on egg white and yolk. So, the biggest egg white trade centers are Europeans, and Europe can more like Americans. So that is answer. Mr. Pramukh Kabra Alright, thank you EC sheds and biogas. So last in last quarter you announced this capex. So I mean, how should we look at the ROC perspective? What would be the cost savings. What additional costs would be incurred? I mean, how should we evaluate it? Board Room Same in connection with the EC shed biogas we could not see in the aspect of ROCE or return on investments. It is the sustainability aspect. We have to see for successful come execution of 7200 to in future more volumes in Egg.These investments are necessary for sustaining the E-market in such way. You have to see. I will give you a little more poser explanation. So, we we are not analyzing the gas production and as a separate viability project it is a necessary one to have the eggs produced in EC house. So whatever litter is coming out of the EC house has to be handled daily. One way of disposing is through by a gas. Another way is fermenting it. Another way is trying it. We have taken the route of fermenting, taking gas and consuming gas in our boiler. And the solid and liquid by products are organic marketed as organic fertilizer. The entire process is streamlined. Gas is being consumed by our boiler now, but the launching of we are test marketing the liquid organic fertilizer and the solid fertilizer. By September we will do single commercial. So, there is no separate evaluation because it's an input cost is from our side. The major ingredient is our fault regulator. So, there is no stuff on the whole it's much more giving more feasibility to produce eggs more efficiently. In totality, it is a very good investment. So, we don't have an assessment of whether this is justified or not, but it will add to our efficiency. Mr. Pramukh Kabra Thank you. Board Room Thank you. Next. Moderator Thank you so much for answering that. Thank you. At the moment we do not have any further hands raised. Hence, we would request the people in the attendees to please use the raise hands feature so that your questions can be taken forth. Mr. Mervan Kotwal Hello, can you hear me. Moderator Yeah, Mr. Mervan Kotwal Yeah, hi. I am finding difficult to dial in through the webinar so I have dialed in through the phone. I think there's some problem with the password. So, this is Mervan Kotwal here and I had some questions for the management. So, should I go ahead? Moderator Sure, sir. Mr. Mervan Kotwal Good evening, sir. How are you? Board Room Good evening. Doing well. Mr. Mervan Kotwal Hello. So, I just had one a couple of observations. So, if you see today in the PE market there is such a lot of interest with respect to the players who are into standard X sales. So, I was just reading off late. There is this company called Fruit. I try if I get it correct and they are looking at raising a lot of money through PE at multiples of sales. Now these guys are not even integrated and they are getting such rich valuations. Do we have any kind of ambition of entering this kind of are [Showing first 8,000 characters — download PDF for full document]