Skipper Ltd (SKIPPER) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- Skipper Ltd delivered a strong Q2 FY26 performance, achieving its highest-ever second-quarter revenue and profitability, continuing the momentum from the previous year.
- The company recorded an all-time high EBITDA of INR 131 crores, with margins expanding to 10.4%, driven by an improved project mix, operating leverage, and efficient execution.
- PAT before exceptional items grew significantly by 32% year-on-year to INR 45 crores, reflecting consistent improvement in earnings quality.
- The order book reached its highest-ever level of INR 8,820 crores as of September 2025, providing a robust foundation for future growth, with 89% domestic and 11% export exposure.
- A significant one-time exceptional item of INR 10.6 crores was recognized due to the successful settlement of a long-pending tax demand under the West Bengal Sales Tax Settlement of Dispute Act, 1999, eliminating future contingencies.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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