Skipper Limited

rs,

ex, Bandra (E) Mumbai- 400 051 Symbol- SKIPPER The Manager BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street Mumbai- 400 001 Scrip Code- 538562 Subject: Investor Presentation on Unaudited Stan

15%

uarter revenue and profitability—a clear validation of the strategic roadmap we’ve laid out. With a 15% year-on-year topline growth, the momentum across our core segments remains strong and backed by sol

₹19,775 million

y markets. Our business is perfectly aligned to capitalize on this shift. This quarter, we secured ₹19,775 million in fresh orders, including marquee wins from PGCIL and international customers, and our order book

₹85,205 million

from PGCIL and international customers, and our order book now stands at an all-time high level of ₹85,205 million, providing long-term visibility and execution strength. With a bidding pipeline exceeding ₹300,000

₹300,000

5 million, providing long-term visibility and execution strength. With a bidding pipeline exceeding ₹300,000 mn ,we are participating in a wide range of high-value tenders across domestic, Middle East, LATAM,

75,000 MT

nd trust will define the winners—and we are exceptionally well-positioned on all three fronts. Our 75,000 MTPA new capacity is now fully installed and commercially operational. This is a strategic enabler tha

75,000 MT

cle demand, segments where we faced constraints last year. In addition, we have embarked on another 75,000 MTPA capacity expansion, with a bold vision to become the world’s largest transmission tower manufactu

600,000 MT

ty expansion, with a bold vision to become the world’s largest transmission tower manufacturer with 600,000 MTPA capacity by FY28 . On the financial front, our bottom-line saw a 41 % year-on-year growth, suppor

41 %

wer manufacturer with 600,000 MTPA capacity by FY28 . On the financial front, our bottom-line saw a 41 % year-on-year growth, supported by improving EBITDA margins, stronger working capital efficiency, an

Rs 12,539 million

- - Revenue Performance Highlights Company registered its highest-ever first quarter revenue of Rs 12,539 million on back of strong execution in Engineering & Polymer business segments, achieved growth of 14.9 %

14.9 %

million on back of strong execution in Engineering & Polymer business segments, achieved growth of 14.9 % over previous year quarter The engineering business achieved its highest ever revenue quarter of R

Rs 10,248 million

% over previous year quarter The engineering business achieved its highest ever revenue quarter of Rs 10,248 million against Rs 8,286 million in the previous year quarter, registering a stupendous growth of 24 % ;

“Mn) FY25 EBITDA Margin Investor Presentation | july 2025 FY24 - 11 kV – 1200 kV Range of voltage •.------------ I 21.9% FY25 Export revenue (Engg segment) 3,75,000 MTPA Engg products capacity as of June 2025 3.1% 6.1% 5,984 5.9% 6,743 -5.8% 652 505 FY22 FY23 I , ■ Net Sales (Rs.”

“Mn) FY25 EBITDA Margin FY24 - Water EPC , I • • \ \ , Forward integration activity Focus on high- margin HVDC Transmission projects I I , , 20 Diverse Product Portfolio (2/2) 9KIPPER Limited Leading manufacturer of Polymer pipes and fittings, catering to both plumbing and agricultural sectors with expanding reach and strengthening market share.”

“' 24.5% FY22-FY25 Export Revenue CAGR 4 f f ' � 17 % FY25 Export contribution to Overall Revenue --------- --------- a ' .”

“f f f 8,708 mn Share of Exports in 12M FY25 Orderbook (Rs mn) ---------- --------- e f f � We are focused on scaling our exports $ Africa 18 South America 9 Middle East 7 South and SE Asia 9 North America 3 Oceania 2 Europe 6  China+1 strategy presents a significant opportunity for India as the preferred  In-house design capabilities and skilled professionals to deliver value-added sourcing location and cost effective design solutions, enhancing project bids.”

“creditor acceptances) 231 211 163 95 Leverage Ratios « Debt to Equity 3.38x 0.77x 2.51x 0.63x - Debt to EBITDA 1.81x 1.55x 0.64x 0.59x FY22 FY23 FY24 FY25 Investor Presentation | July 2025 FY22 FY23 FY24 FY25 Performance Ratios ROE (%) ROCE (%) - - ------- • FY22 12.30% FY23 3.43% 9.23% 4.63% FY24 9.10% 19.15% 21.71% 12.52% e.”

“Beti Padhao abhiyaan – Flagship Project In 2017, we launched the Beti Padhao Abhiyan, inspired by the government's Beti Bachao, Beti Padhao Yojana.”

“Environment sustainability The project includes supporting the maintenance of two cremation ghats in Kolkata to prevent water and air pollution.”

Strong Topline Momentum

1

Favorable Product Mix

1

Widened Distribution Base

1

Expanded Retail Presence

1

Stable Raw Material Environment

1

Deepened Influencer Engagement

1

Deepened Influencer Engagement

Over 20,000 plumbers engaged monthly through targeted outreach programs. 9 Key Performance highlights Rs in Million 9KIPPER --- Limited Stand Alone - Revenue EBITDA & Margin PAT & Margin Rs in Mn + 15 % 12,878 10,917 12,539 1,047 + 22 % + 44 % 1,237 1,272 10.1% 9.6% 9.6% + 41 % 444 3.5% 447 3.6% 316 2.9% Q1 FY'25 Q4 FY '25 Q1 FY '26 Q1 FY'25 Q4 Fy'25 Q1 FY '26 Q1 FY'25 Q4 Fy'25 Q1 FY '26 12M’25 Vs 12M’24 + 41% 46,245 32,820 + 41 % + 95% 3,194 9.7% 4,517 9.8% 1,458 3.2% 747 2.3% 12M FY'24 Investor Presentation | July 2025 12M FY'25 12M FY'24 12M FY'25 12M FY'24 12M FY'25 10 Order Book Highlights 9KIPPER --- Limited ₹ 85,205 Mn Highest ever closing Orderbook as of June 2025 ' ,  f ' f , , , ,  Share of non-T&D products, including Railways and Telecom, in the overall order book stood at 14 % ' ,,--------------------------,, ,,---------------------------, , '' ' ;· ₹ 19,774 Mn New Orders in Q1 FY26 ₹ 65,475 Mn Trail 12M Order Inflows , \. __ - ---- ----- --- - ---- ---- - / Domestic cont