Can Skipper Ltd Sustain Its Profit Growth Amid Infrastructure Tailwinds?
About Skipper Ltd
Skipper Ltd is one of India’s leading engineering product manufacturers engaged in power transmission and distribution infrastructure, polymers, and telecom structures. The company is expanding its footprint across export and domestic infrastructure markets.
Q2 FY26 results reflected operational resilience despite a seasonally weak quarter, supported by robust engineering product demand.
Financial Highlights (Q2 FY26)
| Metric | Q2 FY26 | YoY | QoQ |
|---|---|---|---|
| Revenue | ₹1,260 Cr | +13.7% | –4% |
| EBITDA | ₹131 Cr | +16% | +3% |
| EBITDA Margin | 10.4% | +30 bps | +40 bps |
| PAT | ₹68 Cr | +37% | +5% |
Revenue ₹1,260 Cr — supported by growth in engineering products, now ~80% of total sales.
EBITDA ₹131 Cr — margin expansion led by improved mix and cost optimization.
PAT ₹68 Cr — strong YoY growth driven by better pricing and efficiency gains.
Track infra-related movements through Nifty F&O Tip.
Peer Comparison
| Company | EBITDA Margin | Focus Area |
|---|---|---|
| Skipper | 10.4% | T&D & Infra Products |
| KEC International | 9.5% | Power Infra |
| Kalpataru Projects | 10% | Transmission Lines |
Strengths & Weaknesses
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Weaknesses
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Opportunities & Threats
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Valuation & Investment View
- Short-term: Stable, with healthy H2 guidance.
- Medium-term: Margin expansion supported by export mix.
- Long-term: Structural play on India’s infra push.
For broader trend setups, follow BankNifty F&O Tip.
Investor Takeaway
Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, states that Skipper’s growth trajectory remains firm with expanding order book and margin resilience. Explore more insights at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions.











