Q1 2025 Skipper Ltd Earnings Call Transcript
Key Points
- Skipper Ltd (BOM:538562) reported its best first-quarter revenue ever, nearly doubling its revenue compared to the previous year.
- The Engineering segment saw a 99% increase in revenue, while the Infra segment experienced a 1,600% increase.
- The company's consolidated EBITDA increased by 74%, with operating margins standing at 9.6%.
- Skipper Ltd (BOM:538562) secured significant domestic and international contracts, contributing to a total inflow of over INR765 crores.
- The current order book stands at INR5,844 crores, providing revenue visibility for the next 2 to 3 years.
- The Polymer segment saw a 26% decline in revenue, impacted by elections in the first quarter.
- Despite the overall positive performance, the EBITDA margin for the Engineering segment slightly decreased to 11% from 11.6% last year.
- The company faces challenges in maintaining consistent margins due to the variability in contract quality and execution.
- There is a potential for increased debt due to ongoing CapEx and working capital requirements.
- The Polymer business experienced a volume degrowth of 10%, attributed to election-related impacts on project sales.
Ladies and gentlemen, good day, and welcome to Skipper Limited 1Q earnings call hosted by Motilal Oswal Financial Services Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Teena Virmani from Motilal Oswal Financial Services Limited. Thank you, and over to you, ma'am.
Good evening and everyone. Today, we welcome the management of Skipper for discussion on 1Q FY '25 performance. Management team is represented by Mr. Sharan Bansal, Director; Mr. Shiv Shankar Gupta, CFO Mr.
Aditya Dujari, GM Finance and IR. So over to you, Mr. Sharan for your opening remarks, and then we will open the floor for Q&A.
Thank you. Thank you, Teena. Good afternoon to you all, and thank you for your continued interest in Skipper. Please take note that any forward-looking statements made during the call must be reviewed in conjunction with the risk that the
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