Skipper reported a consolidated net profit of ₹568.14 million for the quarter ended June 30, 2026 (Q1FY27), marking a 26.7% year-on-year increase from ₹452.55 million in Q1FY26. The growth was primarily driven by a sharp rise in revenue from its Infrastructure Projects segment, which more than doubled compared to the previous year, alongside steady performance in its core Engineering Products business. Consolidated revenue from operations stood at ₹13,098.32 million, up 4.4% from ₹12,538.62 million in the corresponding period last year.

The Board of Directors approved the unaudited standalone and consolidated financial results at a meeting held on August 11, 2026. The results were reviewed by the statutory auditors, M/s. JKVS & Co., pursuant to Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Additionally, the Board scheduled the company’s 45th Annual General Meeting (AGM) for September 15, 2026, to be conducted via Video Conferencing or Other Audio-Visual Means (OAVM). The record date for dividend entitlement and remote e-voting is set for September 4, 2026.

Financial Performance Highlights

Skipper’s operating profitability improved with EBITDA rising to ₹1,401.44 million (standalone segment result before interest/unallocable expenses) from ₹1,261.34 million in Q1FY26. The Engineering Products segment remained the largest revenue contributor at ₹9,401.34 million, while Infrastructure Projects saw the most significant growth, jumping to ₹2,526.95 million from ₹1,018.86 million year-ago. Polymer Products revenue slightly declined to ₹1,170.03 million from ₹1,271.93 million.

Basic earnings per share (EPS) stood at ₹5.03 for the quarter, compared to ₹4.01 in Q1FY26. Diluted EPS remained identical to basic EPS at ₹5.03. Cash EPS was reported at ₹7.00, up from ₹5.58 in the previous year’s quarter.

Balance Sheet and Capital Structure

Total segment assets increased to ₹44,561.28 million as of June 30, 2026, from ₹37,454.89 million a year earlier, largely due to higher assets in the Infrastructure Projects segment (₹10,159.25 million vs ₹6,388.55 million). Total borrowings, including term loans and working capital loans, rose to ₹10,834.90 million from ₹9,889.56 million in June 2025.

The company completed a preferential allotment of 9,223,402 equity shares at ₹470 per share in July 2026, raising ₹4,335.00 million. This capital infusion supports ongoing project execution and balance sheet strengthening. The shares are pending listing approval from NSE and BSE.

What the Numbers Show

The disproportionate growth in net profit (26.7%) relative to revenue growth (4.4%) indicates significant operational leverage and margin expansion, particularly within the Infrastructure Projects segment. While material costs rose proportionally with revenue, the surge in high-margin infrastructure contracts appears to have driven overall profitability. However, total comprehensive income turned negative at (₹364.48 million) due to unrealized losses of ₹1,240.50 million on commodity/currency hedge derivatives recognized in Other Comprehensive Income (OCI), highlighting exposure to foreign exchange and input cost volatility despite hedging strategies.

Skipper Skipper Limited has rescheduled its investor and analyst conference call for the first quarter of fiscal year 2027 (Q1FY27) from Tuesday, August 11, to Wednesday, August 12, 2026. The revised session is set to begin at 4:00 PM India Standard Time (IST), a one-hour earlier start than the originally announced 5:00 PM slot. This adjustment ensures stakeholders have updated timing to access management commentary on the company’s financial performance for the period ending June 30, 2026.

The rescheduling was disclosed in compliance with Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Skipper Limited submitted the intimation to both the National Stock Exchange of India Limited (NSE) and BSE Limited on August 7, 2026. The notice confirms that the new schedule remains subject to change due to any exigencies, though no further alterations have been reported as of the filing date.

Conference Call Participants

The conference call will feature presentations from senior leadership at Skipper Limited. The following executives are confirmed to participate in the discussion:

Sharan Bansal and Devesh Bansal, serving as Directors, are expected to provide strategic context for the quarter’s operations. Shiv Shankar Gupta, the Chief Financial Officer, will likely lead the detailed review of financial statements, while Aditya Dujari, Assistant Vice President of Finance and Investor Relations, will manage the investor interaction segment.

Dial-In Details

Investors and analysts can access the conference call through multiple channels provided by the call coordinator, ICICI Securities. The universal access numbers for India remain +91 22 6280 1144 and +91 22 7115 8045. For international participants, toll-free numbers are available in Singapore, Hong Kong, the UK, and the USA.

Participants are required to register via the Diamond Pass registration link provided by ICICI Securities to join the session. The call coordinator, Jaideep Goswami, Head of Equities at ICICI Securities, is available for technical support and registration assistance.

Contact Information

For further clarifications regarding the conference call or related investor inquiries, stakeholders may contact the designated representatives at ICICI Securities:

• Jaideep Goswami, Head of Equities: jaideep.goswami@icicisecurities.com
• Navin Sahadeo: +91 22 6807 7622, navin.sahadeo@icicisecurities.com
• Rushad Kapadia: +91 22 6807 7334, rushad.kapadia@icicisecurities.com
• Seema Sehgal: +91 9871116926, seema.sehgal@icicisecurities.com
• Minali Ginwala: +91 22 6807 7454, minali.ginwala@icicisecurities.com

The notice was signed by Anu Singh, Company Secretary & Compliance Officer of Skipper Limited, on August 7, 2026.