Please find Enclosed.

SKPL/SECT/2026-27/62 Date: 11th August, 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 ended 30th June, 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 ended 30th June, 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 Q1 FY’27 - Investor Presentation August'2026 Table of Contents 1. Q1 FY ’27 Performance Highlights 2. Company overview 3. Key Strengths 4. Industry Overview 5. Financial Trends 6. ESG, Awards & Recognition Performance & Financial Highlights – Q1FY ’27 Director Speaks – Record Performance, Stronger Outlook Resilient Performance “We have delivered another resilient quarter, achieving our highest-ever first-quarter revenue and continued improvement in profitability despite geopolitical uncertainties and • Highest-ever Q1 Revenue of ₹13,098 Mn temporary supply chain disruptions impacting exports. This performance reflects the strength • Revenue growth of 4.5% YoY despite export headwinds of our execution capabilities, diversified business model and disciplined operational focus. • Strong execution across Power T&D and infrastructure businesses Our margins expanded across every profitability level, supported by improved operating Margin Expansion leverage, better product mix and prudent cost management. Finance costs continued to • EBITDA up 10% YoY; PAT up 26% YoY decline while stronger cash generation and improving return ratios reinforce the quality and • EBITDA margin expanded 60 bps to 10.7% sustainability of our earnings. • PBT margin expanded 100 bps; PAT margin expanded 70 bps During the quarter, we further strengthened our balance sheet through a successful ₹433.5 Financial Strength crore preferential equity raise from marquee global and domestic long-only institutional • ₹433.5 Cr preferential equity raise from marquee institutions investors. Together with the recent CRISIL credit rating upgrade to A+/Stable, this Mr Sharan Bansal, • CRISIL upgraded long-term rating to A+/Stable significantly enhances our financial flexibility, lowers our cost of capital and positions us well Director • Finance cost reduced to 3.6% of revenue against 4.2% to pursue the next phase of growth. Robust Order Book & Pipeline Demand fundamentals for the transmission and distribution sector remain exceptionally • Highest ever closing order book: ₹9,217 Cr; strong, driven by accelerating investments in renewable integration, grid expansion, HVDC • Q1’27 order inflow of ₹ 1,674 Cr infrastructure and rising global electrification. Our highest-ever order book of over ₹9,200 • Record high bidding pipeline > ₹35,000 Cr crore and bidding pipeline exceeding ₹35,000 crore provide strong multi-year revenue visibility. Business & Strategic Progress • Capacity expansion to 450,000 MTPA on track , Roadmap to Our capacity expansion remains firmly on track. The ongoing 75,000 MTPA expansion will 600,000 MTPA by FY29 take our installed capacity to 450,000 MTPA during FY27, while our long-term roadmap to • Global customer qualification progressing across developed 600,000 MTPA will further strengthen our leadership position and enable us to capture the markets growing domestic and international opportunity. Outlook • Strong Power T&D tailwinds, record backlog, expanding global Looking ahead, with a strengthened balance sheet, expanding manufacturing capabilities, footprint improving profitability and favourable industry tailwinds, we remain confident of delivering sustainable growth, creating long-term shareholder value and reinforcing Skipper’s position • Strengthened balance sheet to accelerate future opportunities as a leading global power transmission infrastructure company.” • Well poised to deliver another record year Financial Performance Q1 FY’27 Rs in Mn Sl Profit & Loss Summary Q1 FY’27 Q1 FY’26 Q4 FY’26 Change % 1 Revenues 13,098.3 12,538.6 4.5% 16,665.8 2 Reported EBITDA 1,401.1 1,271.7 10.2% 1,734.1 EBITDA Margins (%) 10.7% 10.1% +60 Bps 10.4% 3 (+) Other Income 44.1 32.8 15.5 4 (-) Depreciation 221.8 177.0 215.2 5 (-) Finance Cost 466.9 529.6 544.8 Finance cost as % to Revenue 3.6% 4.2% -60 Bps 3.3% Profit Before Tax 6 756.5 597.8 26.5% 989.5 (2+3-4-5) PBT Margins (%) 5.8% 4.8% +100 Bps 5.9% 7 Tax 191.8 151.2 233.4 8 Profit After Tax (6-7) 564.7 446.6 26.5 % 756.1 PAT Margins (%) 4.3% 3.6% +70 Bps 4.5% 10 Cash Profit (8+4) 786.5 623.6 26.1 % 971.3 Business Update– Q1 FY’27 Revenue Highlights Delivered a resilient operating performance despite geopolitical disruptions impacting exports, supported by disciplined execution and continued margin expansion. Company registered its highest-ever first quarter revenue of Rs 13,098 million on back of strong execution in infrastructure business segments, achieved growth of 4.5 % over previous year quarter Exports declined ~50 % YoY to Rs 1,620 million (Vs Rs 3,257 million), impacted by geopolitical developments in West Asia, leading to delays / temporary holds. Profitability Continues to Strengthen Every margin line expanded YoY : EBITDA , PBT and PAT • EBITDA grew 10 % YoY to Rs 1,401 million - Margin at 10.7%, an expansion of 60 bps • PBT grew 27% YoY to Rs 757 million – Margin at 5.8%, an expansion of 100 bps • PAT grew 26% YoY to Rs 565 million – Margins at 4.3% , an expansion of 70 bps Finance cost down to 3.6% of sales from 4.2% , 60 bps of operating leverage Strong cash profit growth of 26% to Rs 787 million, Basic EPS grew by 26% to Rs 5.0 per share Major Update Preferential Equity Fund Raise Successfully raised ₹4,335 Mn through a preferential equity issue to marquee global and domestic long-only institutional investors at an issue price of ₹470 per share • Investors include Small cap World Fund & American Fund Insurance (Backed by Capital Group), Bandhan Small Cap Fund, Cohesion MK Best Ideas and Emerge Private Opportunities Trust. • Proceeds to be primarily utilized towards debt reduction and balance sheet strengthening and reducing finance cost • Enhances financial flexibility to capitalize on expanding domestic and global power T&D opportunities. Credit Rating Upgrade CRISIL upgraded company’s long-term rating credit rating to A+ / Stable and reaffirmed CRISIL A1 for short-term facilities • Reflects the company’s strengthened financial profile, consistent operating performance and prudent financial management • Positions the company for improved access to capital, wider lender participation and lower cost of funds. Other Major Update Order Book & Inflows ❑ Highest ever closing order book: ₹92,166 Mn; up by 8.4% over March 2026 Level of ₹ 85,019 Mn. ❑ Q1’27 order inflow of ₹ 16,744 Mn; Trail 12M inflow in excess of ₹ 53,750 Mn, reinforcing strong execution visibility ❑ Secured two (2) prestigious 765 Kv line projects from a reputed domestic developer in the state of Maharashtra ❑ Bidding pipeline remains at an all time level of > ₹ 35 bn, driven by buoyant domestic and international market opportnities ❑ Company is currently executing 5,200 approx circuit kilometers of EHV & HVDC transmission line work as of June 2026. ❑ Completed successful plant audits by new potential customers from developed countries of Finland, US and Australia. Other Updates ❑ Set a new industry benchmark by Pr [Showing first 8,000 characters — download PDF for full document]