SKMEGGPROD Q2 FY27 Guidance vs Delivery (SKMEGGPROD Management Mirror)

Did SKMEGGPROD's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q2 FY27 (Sep-2026 Qtr) concall.

SKM Egg Products Export (India) Ltd (SKMEGGPROD) Q2FY27 Management Mirror - Sep-2026 Qtr

H1 FY27 Turnover Reports at Rs 363 Crore as Powder Capacity Nears Saturation; FY27 Profit Guidance Reaffirmed

In Sep'26 Qtr, consolidated revenue was reported at Rs 189.84 crore (+3.0% QoQ), with H1 FY27 turnover reaching approximately Rs 363 crore compared to Rs 380 crore in the prior year, alongside H1 PAT of Rs 40 crore. Management had guided in Mar'26 Qtr that FY27 would not see significant top-line volume increases in powder sales due to full capacity utilization, with growth dependent on shell egg exports and domestic expansion, and they guided in Sep'26 Qtr concall to repeating an annual profit above Rs 100 crore, maintaining PAT momentum despite headwinds. This annual profit guidance was reaffirmed in the Sep'26 Qtr concall, demonstrating high confidence despite elevated raw material costs and international pricing dynamics.

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