SKIPPERNSE11 May 2022

Skipper Limited has informed the Exchange about Investor Presentation

Skipper Limited

@KIPPER

-I[mite(do

Date: 11 May 2022

The Manager National Stock Exchange of India Limited Exchange Plaza, 5" Floor, Plot No. C-1, Block-G Bandra Kurla Complex, Bandra (E) Mumbai- 400 051

The Manager BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street Mumbai- 400 001

NSE Scrip Name- SKIPPER/BSE Scrip Code- 538562

Re: Investors Presentation

Dear Sir,

We are forwarding herewith Investors Presentation on the financial performance of the Company for the quarter and year ended 31 March 2022.

Kindly take the same on record.

Thanking you,

Yours faithfully, For Skipper Limited

' Anu Singh

Company Secretary & Compliance Officer

Encl: As above

Q4 & 12 M PERFORMANCE, 2021 - 22

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SKIPPER LIMITED INVESTOR PRESENTATION Q4 & 12M FY’22 Results Ii- Q. e

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D I S C L A I M E R

This Investor Presentation has been prepared by Skipper Limited for investors, solely for informational purposes. The information contained herein has been prepared to assist prospective investors in making their own evaluation of the Company and does not purport to be all-inclusive or to contain all of the information a prospective or existing investor may desire. In all cases, interested parties should conduct their own investigation and analysis of the Company and the data set forth in this information. Skipper makes no representation or warranty as to the accuracy or completeness of this information and shall not have any liability for any representations (expressed or implied) regarding information contained in, or for any omissions from, this information or any other written or oral communications transmitted to the recipient in the course of its evaluation of the Company. This Information includes certain statements and estimates provided by the Company with respect to the projected future performance of the Company. Such statements, estimates and projections reflect various assumptions by management concerning possible anticipated results, which assumptions may or may not be correct. No representations are made as to the accuracy of such statements, estimates or projections. Prospective investors will be expected to have conducted their own due diligence investigation regarding these and all other matters pertinent to investment in the Company. This presentation may contain statements that are not historical facts, referred to as “forward looking statements.” The corporation’s actual future results may differ materially from those suggested by such statements, depending on various factors including statements contained in the Company's filings with the Stock Exchanges and our reports to shareholders. The Company does not undertake to update any written or oral forward-looking statements that may be made from time to time by or on behalf of the Company

9KIPPER ]

L4fit(fa

W H O W E A R E

Great Place To Work. Certified

JAN 2022 - JAN 2023

INDIA

Company is India’s largest and world's only Integrated T&D company having its own Structure rolling, manufacturing, Tower Load Testing Station & Transmission Line EPC.

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P R O D U C T O F F E R I N G S

S K I P P E R : O N E - S T O P S O L U T I O N P R O V I D E R

Engineering products

Polymer products

Infrastructure projects

Capacity: 300,000 MTPA • Power Transmission Tower • Power Distribution Poles • Monopoles • Telecom Tower • Railway Structures • MS & High Tensile Angles • Solar Structures • Fasteners • Tower Accessories

Capacity: 51,000 MTPA • UPVC Pipes • CPVC Pipes • SWR Pipes • HDPE Pipes • CP & PTMT • Polymer Water Tanks • Fittings

M I S S I O N

• Transmission Line EPC • Railway Electrification EPC • Underground Utility laying by HDD

Highlights Positioned as one of the world's leading transmission tower manufacturer; largest in India

Highlights • Only polymer pipe company in India to implement TOC in its operations

Highlights • Forward integration activity • Aimed at high-margin projects

Revenues (FY’22) Rs13,218 mn

Revenues (FY’22) Rs3,200mn

Revenues (FY’22) Rs 652 mn

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SKIPPER LIMITED Performance Update

Q4 FY’22 Update Ii- Q. e

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S t a n d A l o n e F i n a n c i a l P e r f o r m a n c e Q 4 F Y ’ 2 2

Net Sales

$ YoY up by 11 % $ QoQ up by 38 %

t YoY up by 44 % t QoQ up by 30 % OPM %

EBITDA

$ YoY up 260 bps QoQ down 70 bps

PAT

..... ••• %

t YoY up by 177 % $ QoQ up by 197 %

Profit & Loss Summary

Q4 FY’22

Q4 FY’21

Revenues

Reported EBITDA

EBITDA Margins (%)

(+) Other Income

(-) Depreciation

(-) Finance Cost

Finance cost as % to Revenue

Profit Before Tax (2+3-4-5)

PBT Margins (%)

Tax

Profit / Loss After Tax (6-7)

PAT Margins (%)

5,526.5

4,973.5

616.7

11.2%

10.6

122.1

254.1

4.6%

251.1

4.5%

(0.1)

251.2

4.6%

427.9

8.6%

23.8

116.4

209.5

4.2%

125.9

2.5%

35.0

90.9

1.8%

YoY Change %

11.1%

44.1%

+ 260 Bps

99.5%

+200 Bps

176.6%

+280 Bps

Q3 FY’22

4,005.0

475.1

11.9%

10.6

121.7

228.1

5.7%

136.0

3.4%

51.5

84.5

2.1%

Rs in Mn

QoQ Change %

38.0%

29.8%

-70 Bps

84.6%

+110 Bps

+197.3%

+250 Bps

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S t a n d A l o n e – F i n a n c i a l P e r f o r m a n c e 1 2 M F Y ’ 2 2

Sl Profit & Loss Summary

12M FY’22

12M FY’21

Change %

Rs in Mn

Revenues

Reported EBITDA

EBITDA Margins (%)

(+) Other Income

(-) Depreciation

(-) Finance Cost

Finance cost as % to Revenue

Profit Before Tax (2+3-4-5)

PBT Margins (%)

Tax

Profit / Loss After Tax (6-7)

PAT Margins (%)

17,070.8

15,815.1

1,678.3

1,437.1

9.8%

40.1

484.9

930.0

5.4%

303.5

1.8 %

17.4

286.1

1.7 %

9.1%

40.2

452.6

723.6

4.6%

301.2

1.9%

90.4

210.8

1.3%

7.9%

16.8%

+70 Bps

0.8%

35.7%

a !T

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C o n s i s t e n t & I m p r o v e d R e v e n u e P e r f o r m a n c e Tr e n d

□

Fy 21

■

Fy 22

19 %

4793

4,036

Rs in Mn

24 %

2746

2,207

11 %

5527

4,974

4,598

- 13 %

4005

•

Increased focus on Engineering Exports – Full year export revenue achieved Rs 3,700 mn inspite of sea freight and container availability issues.

• Strong traction in Polymer business led to improved performance – Full Year Revenue

Rs 3,200 mn Vs Rs 2,165 mn in FY’21 (+ 48%)

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P E F R O R M A C E H I G H L I G H T S – Q 4 F y ’ 2 2

Strong Revenue Performance across major business segments

Stand Alone - Revenue

Segment - Revenue

Rs in Mn

5,527

11%

4,122

+ 13 %

3,665

4,974

1,177

+ 49 %

792

Achieved highest ever net revenue quarter in polymer segment

517

228

Infra

Q4 FY '22

Q4 FY'21

Engg

Polymer ■

■

Q4 Fy'22

Q4 Fy'21

• Engineering exports increased to Rs 1,462 mn (+ 14% over corresponding last year qtr

& + 131% over previous qtr )

• Revenue pie from Polymers increased from 16 % to 21 %

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P E F R O R M A C E H I G H L I G H T S

Q4 Fy’22 Revenue performance improved on account of - Q4 Fy’22 EBITDA Margin improved on account of -

 Parting away with majority of old legacy and CIF contracts aided to better margin performance in

engineering business:

 Strict control over fixed cost and cost reduction initiatives aided to better margin performance;

 Polymer segment attaining Scale and Size, getting benefited from fixed cost getting rationalised over

larger revenue base.

 Raw material price volatility & container unavailability continues to remain a challenge, company is

taking adequate measures to mitigate the same

Going forth most of the revenue execution will take place from newer contracts which were secured on FOB terms and at elevated commodity price level aiding to better margin performance

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S E G M E N T R E P O R T

S e g m e n t P e r f o r m a n c e Q 4 & 1 2 M F Y ’ 2 2

Rs in Mn

Infra 4%

Polymer 19%

Engg 77%

Revenue Mix – 12M FY’22

Note: Segment EBITDA is net of Forex and includes allocation of un-allocable expenditure in pro-rata share of Sales and Capital Employed in their respective segment

SegmentProfit & Loss SummaryQ4 FY'22Q4 FY'21Change %12M FY'2212M FY'21Change %Net Sales4,121.7 3,665.0 12.5%13,218.5 11,986.2 10.3%EBITDA - Operating535.0 364.5 46.8%1,416.2 1,057.0 34.0%% of Sales13.0%9.9%10.7%8.8%Net Sales1,177.2 791.9 48.7%3,200.2 2,165.4 47.8%EBITDA - Operating61.0 46.5 31.2%110.1 70.5 56.1%% of Sales5.2%5.9%3.4%3.3%Net Sales227.6 516.6 -55.9%652.2 1,663.5 -60.8%EBITDA - Operating9.0 2.3 286.3%(38.4)30.5 -225.7%% of Sales4.0%0.5%-5.9%1.8%Net Sales Total5,526.5 4,973.5 11.1%17,070.8 15,815.0 7.9%EBITDA Total605.0 413.3 46.4%1,487.9 1,158.0 28.5%% of Sales10.9%8.3%8.7%7.3%Engg ProductsPVC ProductsInfra Projects Total@KIPPER ]

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E f f i c i e n t D e b t M a n a g e m e n t

Debt Details

Rs in Million

31.03.2022

31.03.2021

Inc / (Dec)

Long Term Debt

Current Maturities of Long Term Debt

Total Long Term Debt

Short Term Debt

Gross Debt Level

Debt Equity Ratio (X)

2,120

679

2,799

2,868

5,667

0.77

2,563

586

3,149

1,236

4,385

0.62

(443)

(350)

1,632

1,282

0.15

 Unavailability of export containers led to some piling of finished goods

 Continuing Port Congestion and delays making shipping transit time longer; leading to

delayed collection & higher finance cost ;

 Deliberately held high level of RM inventory to mitigate commodity price risk on secured contracts; Prices of key raw materials have gone up by over 30-40% during last quarter on account of Geo political issues, leading to increased working capital utilisation

 Efforts continues on cash flow & balance sheet consolidation, focus to improve bottom-line

profitability

@KIPPER ]

Limited

B U S I N E S S U P D A T E – Q 4 & 1 2 M F Y ’ 2 2

Performance Update Key Performance Highlights

Great Place To Work.. Certified

 Strong revenue performance across major business segments in spite of inflationary cost push and geo- political related challenges; Achieved highest ever quarterly & Annual revenue performance in Polymer segment

 Unavailability of Sea Containers and longer lead time adversely impacted export revenue execution of

engineering business

 Stand Alone EBITDA margins improved to 11.2% in compare to 8.6 % in previous year quarter and 9.8 % for

the current year in comparison to 9.1% in previous year

 Focus continues on Bottom-line improvement; PBT & PAT grew by 100 % and 177 % over previous year

quarter Order Book Highlights

 Secured new order inflow of Rs 2,710 million during the quarter; YTD order inflows in excess of Rs 16,480

million, registering a staggering growth of ~ 158 % over the last year same period

 Secured a significant size supply order in North America for Monopoles.  Actively pursuing projects worth Rs 45,000 million on international front and about Rs 50,000 million on

the Domestic front.

 All new large T&D projects in domestic markets now comes along with Design and Load testing scope; Our

new R&D centre will give us distinct advantage over competition. Other Update

 Added New products in the polymer pipe segment - Launched “Marina” Water Tanks under the Skipper

Pipes brand.

 Successfully completed the assessment conducted by Great Place to Work Institute, India, and is certified a

great workplace

 Plants operating with strict COVID-19 protocols with contingency planning; Health and safety of employees

and partners remains key focus area for the company

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O R D E R B O O K P I E

E n g i n e e r i n g P r o d u c t s – O r d e r B o o k C o m p o s i t i o n – M a r c h 2 0 2 2

Total Order Book Rs 21,150 million

Domestic 55%

Segment Break up

Export 45%

32%

r ?)

Order Breakup

16%

45%

■

Domestic

■

Export

■ ■

PGCIL Export

■ ■

SEB & Others Telecom

•

n o

i l i i

M n

s R

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R i s i n g O r d e r I n f l o w

E n g i n e e r i n g P r o d u c t s – O r d e r I n f l o w C o m p o s i t i o n • New Order Intake of Rs 2,710 million in Q4 FY’22 & Rs 16,480 million in 12M Fy’22 for engineering products

supply from PGCIL, SEB’s & Telecom Players and for various supplies across Asia Pacific, Middle East, Africa and LATAM markets

T&D Order Book well diversified between Power Grid, Domestic SEB / Private players and international

Strong growth trajectory in Telecom in both domestic & International markets; Made inroads into 3-4 newer export geographies which were earlier dominated by Chinese players

Qtr Wise - Order Inflow Trend

5,010

4,530

A large percentage of orders available in the market are on fixed price basis, thus company is adopting a cautious approach in new order intake considering the present volatile commodity market scenario

Q4 FY’22 Inflow Composition Rs 2,710 million

4,230

2,710

Q4’22 Inflow Composition

Export 52%

Domestic 48%

3,810

2,200 2,300

440

Q1 Fy'21

Q2 FY'21

Q3 FY'21

Q4 FY'21

Q1 FY'22

Q2 FY'22

Q3 FY'22

Q4 FY'22

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O R D E R B O O K P I E

R i s i n g E x p o r t S h a r e I n f l o w

Export Order Inflow Trend

7,440

More than Doubled last year total inflow

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2,880

12M Fy'21

12M FY'22

Positioned to grow export business to 75% of Engineering revenue in next 2 years 

Secured new export orders in excess of Rs 7,440 million during the year.

 A large percentage of orders available in the market are on fixed price basis, thus company is adopting a cautious approach in new order intake considering the present volatile commodity market scenario

 Customers have now willingly started accepting Price finalization and - resulting

variation clauses awarding of long pending order with them.

 Made inroads into North America, Asia Pacific, Middle East and West African market with 3-4 large utilities, which were earlier dominated by Chinese players.



In advanced stages of negotiation to secure 2-3 large size contracts

 Majority of New Transmission lines are now getting built to cater renewables; leading to shorter execution cycle and faster supplies to meet project deadlines.

 Bid to - order life cycle which got prolonged due to covid led disruption have returned back to normalcy 16

@KIPPER ] -Li:mite=d =�----------------------7,•

S t r o n g B i d d i n g P i p e l i n e

Strong Bidding Pipeline of 95,000 Million as on 31st March 2022; International – 45,000 Mn & Domestic - 50,000 Mn

• Expecting International Ordering & Execution to gain pace ;

•

In advanced Stages of negotiation to secure some good size International contract

• Large pent up demand in domestic T&D ; Ordering continues to remain muted

•

Increased focus on building up Engineering capabilities

International  Growing global competiveness; Focusing on international markets to drive the ordering growth;  Strong Anti China Sentiment; and global supply chain now actively looking for reducing their dependence on China is a great positive outcome of this crisis ; will bring more opportunities on our way  Majority of New Transmission lines are now getting built to cater renewables; leading to shorter

execution cycle and faster supplies to meet project deadlines.

Domestic

 The domestic T&D actvities are showing signs of rebound, Company’s Order bidding pipe line remains

strong at Rs 20,000 mn.

 Tender Pipeline continues to stay strong, Many tenders in the domestic T&D market which got

postponed - now expected to be concluded in next few months.

 Strong traction in domestic telecom on account of 5G Rollout / High bandwidth usage.  Ahead of the rollout of the high speed 5G network, the government is set to give a massive push to telecom infrastructure across the country with plans to add 8 lac new mobile towers over the next 2 years

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M a n a g i n g R M P r i c e V o l a t i l i t y

• Uncertainty towards Commodities trade have loomed with the war as both Russia and Ukraine are major exporters of Key commodities and even more important billet exporters. Given the expectation of export disruptions in both countries, Steel Metallic and Finished prices have increased following the invasion. The company is taking all necessary steps to tackle & neutralise the impact of this temporary RM volatility / Container Freight issues and protect margins -

•

Mitigation Strategy

Securing Newer Contracts at elevated commodity price level, Preferring Contracts with price variance over Fixed Terms

Participating in Fixed Price Contracts with Sufficient cushion and building high risk premium margins into our working estimates (Limited cases)

Took advantage of low working capital debt level of company to keep higher raw material inventory so that a larger portion of the fixed price contracts are covered with the inventory Started Hedging Zinc & Flat Steel Exposure through Vendor & commodity exchange both International (LME, CME) and domestic (MCX, BSE)

Expanding Raw material supplier base ; Negotiating firm prices contract with raw material supplier for longer duration

Forging Tie-ups with major raw material suppliers with minimum up-liftment commitment to gain maximum possible rebates and discounts.

Considering lack of container availability at ports and High Sea Freight rates – Company is trying to abstain itself from entering into Exports CIF Commitments, secured majority of newer export contracts on FOB terms only

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P O LY M E R P R O D U C T S S E G M E N T

SKIPPER’S POLYMER BUSINESS

Polymer manufacturing capacity of 51,000 MTPA

Plants invested state-of-the-art manufacturing technology

Guwahati Fittings Plant enjoys tax exemption

Among few Indian companies assured of CPVC for pipes manufacture

One of few Indian companies with NSF certification

Quality certifications

• ASTM D-1785, ASTM D-2467, ASTM D-2846 • IS: 12818 • IS: 13592 • IS: 4985 • IS: 15778 • IS: 13592 • IS: 14735 • IS: 10124 • IS: 14182 • NSF

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P o l y m e r H i g h l i g h t s

Polymer – Improving Revenue Performance

Major Highlights

Highest ever Annual Revenue of Rs 3,200 million

 Only Polymer Pipe company in India to implement TOC into its operation

Highest Ever Quarter Performance

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M n

s R

436

311

1,177

792

772

748

626

503

Q1 Fy'21

Q2 FY'21

Q3 FY'21

Q4 FY'21

Q1 FY'22

Q2 FY'22

Q3 FY'22

Q4 FY'22

 Growing National Presence ;

 Deriving 75% of overall revenue through TOC channel network

 Total Retailer Touch points in excess of

23,000 plus (nos) in March’22

 Retailer touch points increased 10(X)

fold in last 2 year period

 Total Monthly Billed Retailers of 5,000

plus (nos)

 Focus on Plumbing Portfolio; 70 :30 Revenue mix share of Plumbing: Agriculture

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T H E O R Y O F C O N S T R A I N T S

OUR USP

Skipper is the only Indian polymer pipe company to implement Theory of Constraints (TOC) approach in an organized manner

Directed to empower the supply chain processes and systems

• Partnering benefits:

• Exponential Sales Growth & Gain in Market Share

• Robust Processes & Systems in place to improve

profitability

• Consistent availability of entire range of products

at billing points

• Improvement in working capital cycle and

reduction of inventory days

• Gain of more output from the current capacity

• Improvement in ROI to dealers and distributors

@KIPPER ]

Limited

N e w P o l y m e r P r o d u c t A d d i t i o n

Performance Update Awards & Approvals

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S k i p p e r P i p e s – B r a n d i n g A c t i v i t i e s

Performance Update Awards & Approvals

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Added New products in the polymer pipe segment - Launched “Marina” Water Tanks under the Skipper Pipes brand.

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N e w P o l y m e r P r o d u c t A d d i t i o n

Performance Update Awards & Approvals

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B u s i n e s s O u t l o o k

....................................................................................

P E R F O R M A N C E O U T L O O K

 Company expects to clock high double digit annual revenue growth in Fy’23 on back of strong pending execution of engineering contracts and strong polymer segment performance ;

 Going forth most of the engineering revenue execution will take place from newer contracts which were secured on FOB terms and at elevated commodity price level aiding to continued better margin performance

 Targeting Inflow of Rs 22,000 - 25,000 million in Fy’23 , largely on account of international

export orders and rebound in Domestic T&D ordering

 Expect good traction in International TL orders to continue, While pending domestic TL

ordering bids are expected to start getting awarded by Q2 / Q3’23

 Continuing efforts to further strengthen the international T&D order book ; positioned to grow exports to 50% of engineering revenue in current year (FY’23) and to 75 % by next year (FY’24)

 Productivity and cost reduction cost reduction initiatives at the plant and site level are

expected to further improve efficiency in operations and aid to stable margins

 Implementation of TOC in both Engineering and Polymer business to significantly improve its

working capital cycle and bottom-line profitability

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S h a r e h o l d i n g P a t t e r n

S h a r e h o l d i n g p a t t e r n a s o n 3 1 s t M a r c h 2 2

M a j o r I n s t i t u t i o n a l S h a r e h o l d e r s A s o n 3 1 s t M a r c h 2 2

Promoters 71.89%

Name

Baillie Gifford - Pacific Horizon Investment Trust

4.31%

Ocean Dial Asset Management India (ICGF) 4.08%

Dovetail India Fund

0.63%

Foreign Portfliio Investors 9.31%

Others 18.80%

9KIPPER

SKIPPER

RGD

Future Ready • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •

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E X P L O R I N G N E W G E O G R A P H I E S

FOCUS ON GROWING EXPORTS

• Optimistic outlook: Positioned to grow exports to 50% of

Engineering revenue in current year (FY’23) and to 75 % by next year (FY’23).

• Opportunity-ready: Certified by prominent international organizations for confidence-enhancing certifications

• Established traction: Working with over 100 Global EPC player ;

Enlisted 10 Plus prominent customers in past 12 months

• In House Design Capability: With in-house design capability and human capital, we are able to add more value into the projects we bid, offering innovative, bespoke and cost-effective design solutions.

• Creditable beginning: first-time order and enquiries from USA, Germany, Spain, South Korea, Uruguay, Paraguay, Romania, Croatia, Mexico, Panama, Bolivia, Poland, Afghanistan, Russia, Australia and East / West African countries among others

• Competitiveness: Strong Anti-Chinese Sentiment and gradual decoupling from China is also causing many projects to seek alternative supply chains, giving further fuel to business potential coming our way.

• Brand Positioning: Our recently set up R&D Centre and Tower

Testing Station have vastly improved our brand positioning in the export markets, helping us to be taken as a serious contender.

•

International certifications

Certification

CFE/LAPEM CWB DEWA ROHAS CE CERTIFICATION ACHILLES/STATNET Saudi Electric Company The Jordanian Electric Power Company Ltd RETIE EETC BPC KETRACO TCN NGCP DAST

Country

Mexico Canada & USA Dubai Malaysia Europe Nordics Saudi Arabia

Jordan Colombia Egypt Bhutan Kenya Nigeria Philippines European Union

@KIPPER ]

--- Limited

B u s i n e s s O u t l o o k

With Major Approvals in place and strong relationship been developed with Major USA EPC players and Utilities over the past few years, Company is well poised to target and get benefitted from this massive Power T&D investment plans.

B i g O p p o r t u n i t y – U S A

With bipartisan support, the U.S. House of Representatives passed the US $ 1.2 Trillion Infrastructure Investment and Jobs Act on 5th November, 2021.

Power transmission capacity may need to increase nearly 90% by 2050 (terawatt-miles)

Existing I Reference

Decarb I Decarb+E

270

 The Bipartisan Infrastructure Deal’s more than $ 65 billion investment includes the largest investment in clean energy transmission and grid in American history.

143

200

170

 Plans to upgrade the power infrastructure by building thousands of miles of new, resilient transmission lines to facilitate the expansion of renewables and clean energy, while lowering costs.

 Studies have estimated the U.S. will need to

double or even triple its transmission capacity to decarbonize the country's economy.

2020

2D35

2050

As of Sept 8, 2021 Reference assumes business-as-usual Decarb assumes policies drive a 95% reduction from 2005 levels in the grids carbon dioxide emissions by 2035 and a 100% reduction by 2050. Decarb+E goes further by including large-scale electrification of end uses. Source: U.S. Department of Energy

Source : S&P Global

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M a j o r T & D P r o j e c t s A n n o u n c e m e n t & A p p r o v a l

One Sun One World One Grid Project (OSOWOG)

•

India and Britain signed a solar power initiative, called One Sun One World One Grid, that envisions an interconnected transnational solar grid.

• OSOWOG is India's initiative to build a global ecosystem of interconnected renewable energy resources With bipartisan support, the U.S. House of • A consortium steered by French state-run power utility firm Électricité de France SA (EDF) has been Representatives passed the US $ 1.2 Trillion awarded the tender of crafting the road map for India’s ambitious global grid. The other members of the Infrastructure Investment and Jobs Act on 5th consortium are France’s Application Européenne de Technologies et de Services (AETS), and India’s The November, 2021. Energy and Resources Institute (TERI).

•

The three-member consortium will develop OSOWOG’s long-term vision, implementation plan, road map, and institutional framework including a technical and financial proposal.

 The Bipartisan Infrastructure Deal’s more than $ 65 billion investment includes the largest investment in clean energy transmission and grid in American history.

By 2050, the grid aims for 2600GW of interconnection.

Strong Opportunity in India’s T&D Sector

•

 Plans to upgrade the power infrastructure by building thousands of miles of new, resilient transmission lines to facilitate the expansion of renewables and clean energy, while lowering costs.

Scaling up India’s ambitious agenda to combat climate change , Prime Minister Mr Narendra Modi delivering his national statement at the COP 26 summit has announced India’s plan to increase its non fossil energy capacity to 500 GW and meet 50% of its energy requirements through renewables energy by 2030 - opens up an unprecedented opportunities to the tune of USD 221 billion by 2030.

 Studies have estimated the U.S. will need to

• Union Cabinet of India has recently approved the second phase of the Green Energy Corridor of the Intra- State Transmission system for building 10,750 km long cKm across the country states. The scheme is a crucial component of India's plans to generate 500 GW of renewable energy by 2030. German state-owned investment and development bank group KfW will provide the loans for the scheme.

double or even triple its transmission capacity to decarbonize the country's economy.

9KIPPER

Lifted

L E A D E R S H I P P O S I T I O N

S K I P P E R I S C L E A R LY P O I S E D T O B E I N T H E W I N N I N G S P O T I N T H E I N T E R N AT I O N A L T & D S E C T O R

•

Skipper is the highest accredited manufacturers in India for supplying to global markets

Largest and lowest cost manufacturer out of India and one of the lowest globally

In between 2005 – 15 Skipper supported multiple Indian non integrated T&D EPC Contractors (holding major market share) with low cost reliable Transmission Tower supplies (Towers are almost 50% of the value of any project).

• Currently replicating the same format in International markets with major International EPC

contractors, helping them leverage their relations with the Utilities better

•

Increase in approvals such as CWB (North America), CE & DAST (Europe), Lapem (Central America & Mexico),, DEWA (Middle east), Achilles (Nordic countries) and Sirim (South East Asia) which gives it better access to T&D business in these regions. Continuously increasing , Utility approval list with more key utilities in the European markets

9KIPPER ]

L4fit(fa

T E L E C O M S E C T O R

TELECOM TOWER

• India needs around 800,000 additional towers to address digital

growth and 5G Roll out

• National Telecom Policy aims to inspire $100 bn investment in

five years

• • •

China

1.4 bn Customers

• India’s 30 per cent broadband penetration leaves large

headroom

• Sector added 65,000 mobile towers in two years

• Expansion of 4G, 5G, Artificial Intelligence, Virtual Reality,

Internet of things and M2M among others are driving the need for more towers

India

• • • • • • • •

1.18 bn Customers

• • • • • • • • •

1.94 mn Telecom tower

• • • • • • • •

0.46 mn Telecom towers

• • •

I N D I A O N T H E C U S P O F M O B I L E D A T A E X P L O S I O N

India;s smartphone users has more than double by 2022 (in mn)

The number of connected devices will boom in india (in bn)

Average mobile data consumption per month in India (in gigabytes)

7 1 0 2

2 2 0 2

7 1 0 2

2 2 0 2

7 1 0 2

2 2 0 2

300

600

900

0.4

0.8

1.2

1.6

2.0

2.4

9KIPPER ]

L4fit(fa

L E A D E R S H I P P O S I T I O N

S K I P P E R I S C L E A R LY S E T T O B E I N T H E W I N N I N G S P O T I N T H E T E L E C O M S E C T O R

• Large engineering capacity to support manufacturing of Telecom structures

• Proximity to focus Telcos markets - East & North East

• Tie up with one of world's leading tower design company - Ramboll

• Long standing relationships with major telecos in India and abroad

@KIPPER ]

-Limited-

T r a n s m i s s i o n L i n e To w e r Te s t i n g S t a t i o n

$ $KIPPER

R&D

Skipper boasts of India ‘s largest Tower & Monopole Load Testing Station -

• All new large T&D projects in

domestic markets now comes along with Design and Load testing scope;

• Our new R&D centre will give us

distinct advantage over competition.

• Facility running at 100% capacity

Few Power Transmission Towers & Monopoles tested at our Testing Station

765kV S/C Monopole 220kV Transmission

Tower

765kV Transmission Tower

400kV D/C Quad Moose Monopole

500kV Transmission Tower

9KIPPER

I4fnitel

S K I P P E R V A C C I N A T I O N D R I V E

More than 2,200 + Employees and Workers were Vaccinated

40 YEARS OF CREATING ufnitpo.bit4tis

SKIPPER

Lite(i

FREE VACCINATION C AMT For industrial workers

Date 2rd Ju t 2$th June _ Tie 0 AM t6 pM "

An initiative of Office of the District Health and Family Welfare Samiti Covt. of test Bega

Get VACCINA Ltd

vAccAnON

vToRY

An initiative by Skipper Limited to keep our community healthy,

Thank You

For any queries please contact:

Aditya Dujari (Investor Relations)

Skipper Limited 3A, Loudon Street, 1St Floor, Kolkata 700 017

E-Mail: aditya.dujari@skipperlimited.com Tel: + 91 33 2289 2327/5731 Mobile: 9830806906

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