Slide 1: Exchange cover letter for Investor Presentation
SKPL/SECT/2026-27/62 Date: 11th August, 2026 The Manager The Manager National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Dalal Street Plot No. C-1, Block-G Mumbai- 400 001 Bandra Kurla Complex, Bandra (E) Scrip Code- 538562 Mumbai- 400 051 Symbo
Slide 2: Seizing the Multi Decadal Opportunity
Seizing the Multi Decadal Opportunity Positioned to Power Growth in the Global Transmission sector Q1 FY’27 - Investor Presentation August'2026
Slide 3: Table of Contents
Table of Contents 1. Q1 FY ’27 Performance Highlights 2. Company overview 3. Key Strengths ` 4. Industry Overview 5. Financial Trends 6. ESG, Awards & Recognition
Slide 4: Performance & Financial Highlights – Q1FY'27
Performance & Financial Highlights – Q1FY ’27
Slide 5: Director Speaks – Record Performance, Stronger Outlook
Director Speaks – Record Performance, Stronger Outlook “We have delivered another resilient quarter, achieving our highest-ever first-quarter Resilient Performance revenue and continued improvement in profitability despite geopolitical uncertainties and • Highest-ever Q1 Revenue of ₹13,098 Mn tempor
Slide 6: Financial Performance Q1 FY'27
Financial Performance Q1 FY’27 Rs in Mn YoY Sl Profit & Loss Summary Q1 FY’27 Q1 FY’26 Change % Q4 FY’26 1 Revenues 13,098.3 12,538.6 4.5% 16,665.8 2 Reported EBITDA 1,401.1 1,271.7 10.2% 1,734.1 EBITDA Margins (%) 10.7% 10.1% +60 Bps 10.4% 3 (+) Other Income 44.1 32.8 15.5 4 (-) Depreciation 221.8
Slide 7: Business Update– Q1 FY'27
Business Update– Q1 FY’27 Revenue Highlights Delivered a resilient operating performance despite geopolitical disruptions impacting exports, supported by disciplined execution and continued margin expansion. Company registered its highest-ever first quarter revenue of Rs 13,098 million on back of st
Slide 8: Major Update
Major Update Preferential Equity Fund Raise Successfully raised ₹4,335 Mn through a preferential equity issue to marquee global and domestic long-only institutional investors at an issue price of ₹470 per share • Investors include Small cap World Fund & American Fund Insurance (Backed by Capital Gro
Slide 9: Other Major Update
Other Major Update Order Book & Inflows ❑ Highest ever closing order book: ₹92,166 Mn; up by 8.4% over March 2026 Level of ₹ 85,019 Mn. ❑ Q1’27 order inflow of ₹ 16,744 Mn; Trail 12M inflow in excess of ₹ 53,750 Mn, reinforcing strong execution visibility ❑ Secured two (2) prestigious 765 Kv line pr
Slide 10: Segment Report
Segment Report Segment Profit & Loşs Summary Q1 FY’27 Q1 FY’26 Change % Net Sales 9,401.3 10,247.8 -8.3% Engineering EBITDA 1,139.8 1,162.4 -1.9% Products Polymer % of Sales 12.1% 11.3% 9% Infra Net şales 1,170.0 1,271.9 -8.0% 19% Polymer Products EBITDA 61.1 52.1 17.2% %of şales 5.2% 4.1% Net şales
Slide 11: Key Performance highlights
Key Performance highlights Rs in Million Stand Alone - Revenue EBITDA & Margin PAT & Margin Rs in Mn +5% + 10 % + 26 % 1,734 1,401 16,666 756 10.7% 565 12,539 13,098 1,272 10.4% 4.5% 10.1% 447 4.3% 3.6% Q1 FY'26 Q4 FY '26 Q1 FY '27 Q1 FY'26 Q4 Fy'26 Q4 FY '26 Q1 FY'26 Q4 FY '26 Q1 FY '27 12M’26 Vs 1
Slide 12: Order Book Highlights
Order Book Highlights Geographical Breakup ₹ 92,166 Mn ₹ 16,744 Mn ₹ 53,745 Mn Highest ever closing New Orders in Q1 FY26 Trail 12M Order Inflows Orderbook Export 9% Domestic 91% ✓ ✓ ✓ Domestic contracts International Share of non-T&D from PGCIL and contracts across products, including several Priva
Slide 13: Order Inflow Trend
Order Inflow Trend Q1 FY27 Total Inflow – Rs 16,744 mn Trail 12M total Inflow – Rs 53,750 Mn 28,639 FY’26 - Secured highest ever annual order inflow of Rs 56,780 mn 19,774 Rs mn 16,599 16,744 15,286 15,920 14,286 13,182 12,430 12,148 11,405 10,290 7,652 4,534 5,010 4,225 4,027 4,605 4,097 4,016 2,71
Slide 14: Outlook – Guidance Reaffirmed
Outlook – Guidance Reaffirmed ~15% ~30% 12% + FY27 revenue growth FY27 PAT growth Long-term EBITDA margin aspiration Outlook – FY’27 to be H2-weighted, supported by capacity ramp-up and stronger execution • Capacity ramp-up to drive higher throughput from Q3 FY27 • Export momentum expected to improv
Slide 15: Growth Drivers & Value Creation Levers
Growth Drivers & Value Creation Levers Well-positioned to capture long-term industry tailwinds and to be a proxy play on China +1 theme for export markets Focus on strengthening EHV Market share through capacity expansion and focus on R&D initiatives Skipper is well positioned to seize the multi - d
Slide 16: Strategic Priorities
Strategic Priorities Complete the capacity ramp Deepen T&D capability 1 2 Stabilise 450,000 MT throughput and progress the roadmap to Build out substation and HVDC capability to widen the addressable 600,000 MT by FY29 transmission market Diversify exports Scale Polymer 3 4 Extend qualification and
Slide 17: Company Overview
Company Overview
Slide 18: Key Management
Key Management Whole Time Directors Sajan Kumar Bansal Sharan Bansal Devesh Bansal Siddharth Bansal Yash Pall Jain Chairman and Managing Director Director Director Director Director Independent Directors Mr. Ashok Bhandari Mrs. Richa M Goyal Mr. Raj Kumar Patodi Mr. Pramod Shah Mr. Desh Raj Dogra In
Slide 19: Our Journey – a legacy of 4+ decades
Our Journey – a legacy of 4+ decades - Commissioned one of India’s largest Tower & Monopole Load Testing Station - Set up DSIR approved R&D Centre 2020 2024 - Commissioned our first Transmission line EPC - Secured 9 projects from project 400 KV Panchkula Patiala for PGCIL PGCIL, including 8 key - Di
Slide 20: Key Strengths
Key Strengths
Slide 21: Key USP & Highlights
Key USP & Highlights • India’s largest (top 10 globally) integrated T&D tower structures manufacturer • Experienced Promoter with 4 decades of expertise in the manufacturing business Market Leadership • One of the largest manufacturers of T&D structures with tower testing facilities to serve their g
Slide 22: Diverse Product Portfolio (1/2)
Diverse Product Portfolio (1/2) We manufacture a range of Power Transmission structures, Telecom Towers, and Railway Electrification Infrastructure Engineering Infrastructure Power Transmission Railway Structures Power Distribution MS & High Tensile Tower & Substation EPC Telecom EPC Tower Poles Ang
Slide 23: Diverse Product Portfolio (2/2)
Diverse Product Portfolio (2/2) Leading manufacturer of Polymer pipes and fittings, catering to both plumbing and agricultural sectors with expanding reach and strengthening market share. Polymer ✓ One of the largest manufacturer of ✓ Leveraging Economies of Scale in polymer pipes and fittings produ
Slide 24: Core Competencies in Manufacturing
Core Competencies in Manufacturing Integrate manufacturing facilities with advanced technology ✓ ✓ In-House Availability of Automated State-of-the-Art Products, Accessories, and Equipment Technical Services ✓ Value Optimization through ✓ Engineering and Design Single location plant leading Excellenc
Slide 25: Manufacturing Value Chain
Manufacturing Value Chain Our Value Chain Scale & Size Steel Billets & blooms as Wire Rod as Input input Strategic location Manufacture MS & HT Manufacture Bolts & Manufacture D-shackles & Angles Nuts Hangars Backward integration Competitive Advantage Fabricate & Galvanize Complete EPC Line Construc
Slide 26: Powering growth through R&D
Powering growth through R&D Leading through innovation • We have strengthened our innovation capabilities backed by our Tested towers & monopoles talented designing and R&D teams. • In-house research & development Centre - Howrah, West Bengal 765 kV D/C 500 kV D/C 220 kV Tower Tower D/C Tower • DSIR
Slide 27: A New Milestone – Second Tower Test Bed Commissioned
A New Milestone – Second Tower Test Bed Commissioned Skipper Limited Unveiled Dual Transmission Tower Test Beds Skipper Limited recently launched two fully independent Transmission Tower Test Beds at a single location — a first-of- its-kind setup engineered for full-scale testing of Lattice Towers a
Slide 28: Strong Global presence
Strong Global presence Exporting to 7,100 mn 50+ countries 12M’26 Export Revenue 16 % 8,502 mn 12M’26 Export contribution to Engineering Segment Share of Exports in March Africa South America Middle East South and SE Asia FY26 Orderbook (Rs mn) 18 9 7 Revenue 9 North America Oceania Europe 3 2 6 We
Slide 29: Industry Overview
Industry Overview
Slide 30: Power T&D Lines a Multi Decadal Opportunity
Power T&D Lines a Multi Decadal Opportunity Addition of 7.4 mn of transmission lines Global grid investment to nearly double in Asia pacific and North America continue to hold globally till CY50 next 5 years lion’s share with 70% of total investments Region wise split of CY24-29 investment (USD 3,05
Slide 31: Power T&D super-cycle underway in India
Power T&D super-cycle underway in India ➢ The GOI (combined NEP + State) to add 1.15 lakh ckm of lines in the period FY22-27 and 0.77 lakh ckm of Rs 9.2 tn lines during FY27-32 NEP Capex outlay during ➢ Additionally, 33 GW of HVDC Bipole links are in the process of planning FY22–32 on High Voltage ➢
Slide 32: Importance of New Transmission lines for Renewables
Importance of New Transmission lines for Renewables New transmission lines are a crucial part of our renewable energy future – They ensure reliable, efficient and widespread renewable power supply Resource Location Energy Reliability Grid Integration Capacity Expansion ✓ Many renewable sources are i
Slide 33: Transmission: Large Structural Opportunity (1/2)
Transmission: Large Structural Opportunity (1/2) Structural Industry Opportunity (Macro Massive Transmission Capex Visibility Strong Order Flow Drivers (Execution Tailwind) • Transmission network planned for >900 GW Pipeline) • India’s power system undergoing once-in-a- integration by 2035-36 • Tran
Slide 34: Transmission: Large Structural Opportunity (2/2)
Transmission: Large Structural Opportunity (2/2) Transmission Ahead of Generation (Key Policy & Regulatory Push Additional Demand Drivers (Beyond RE) Insight) • Strong government alignment: • New energy loads: • Transmission requires longer gestation vs • 500 GW RE target by 2030 • Green hydrogen re
Slide 35: Strong tailwinds in Telecom and Railway sector
Strong tailwinds in Telecom and Railway sector Telecom sector in India - 2nd largest Telecom market in the world Growth Drivers for Telecom sector ➢ 2nd largest Telecom market in the world with a subscriber base of ~1.18 bn ➢ Internet penetration up 75% as of CY24 (CY20 -54%) , to reach 86% by CY28
Slide 36: Polymer sector outlook
Polymer sector outlook In India’ CPVC pipes market grow > 2x by CY29rivers Key Growth Drivers Drivers ✓ Government Infrastructure Initiatives 799 • Jal Jeevan Mission to provide tap water connections to all rural households by 2024 251 • AMRUT for sustainable urban development 480 • Housing for All
Slide 37: Consolidated - Financial Trends
Consolidated -Financial Trends
Slide 38: Key Performance Trend - Consolidated
Key Performance Trend - Consolidated Rs in mn Revenue EBITDA & Margin PAT & Margin Rs in Mn CAGR CAGR CAGR 35.9% 70.6% 34.3% 10.31% 9.72% 9.73% 9.77% 3.23% 3.84% 55,528 1.80% 2.49% 1.47% 46,245 9.83% 5,727 2,131 4,517 32,820 1,493 3,194 17,071 19,803 1,925 817 1,678 251 356 FY22 FY23 FY24 FY25 Fy'26
Slide 39: Profit & Loss - Trend
Profit & Loss - Trend Rs in mn Sl Particulars FY22 FY23 FY24 FY25 FY26 1 Revenues 17,070.80 19,803.00 32,820.43 46,244.80 55,528.22 2 Reported EBITDA 1,678.30 1,925.48 3,194.34 4,516.58 5,726.61 EBITDA Margins (%) 9.83% 9.72% 9.73% 9.77% 10.31% 3 (+) Other Income 40.12 53.17 85.95 195.19 105.55 4 (-
Slide 40: Segment Report
Segment Report Rs in mn Segment Profit & Loss Summary FY22 FY23 FY24 FY25 FY26 Net Sales 13,218.48 15,238.54 22,310.42 35,184.94 43,590.15 Engineering Products EBITDA 1,607.92 1,718.34 2,595.44 3,929.81 5,101.36 EBITDA margin (%) 12.16% 11.28% 11.63% 11.17% 11.7% Net şales 3,200.21 4,059.49 4,526.38
Slide 41: Balance Sheet Trend
Balance Sheet Trend Rs in mn Assets FY22 FY23 FY24 FY25 FY26 Equity and Liabilities FY22 FY23 FY24 FY25 FY26 Non-Current Assets Equity Equity Share Capital 102.67 102.67 105.24 112.85 114.51 Fixed Assets (Incl. CWIP) 6,709.31 7,041.05 7,653.99 10,343.62 14,400.46 Other Equity 7,218.64 7,571.46 8,870
Slide 42: ESG, Awards & Recognition
ESG, Awards & Recognition iG oe
Slide 43: Environmental, Social and Governance
Environmental, Social and Governance New Initiatives 400 KWp Rooftop Solar installation in Uluberia plant The Uluberia plant has installed a 400 kWp rooftop solar photovoltaic system to significantly increase the share of renewable energy in our overall power consumption. Steady Progress Toward Net-
Slide 44: Exhibitions / Trade Fairs – ASCE
Exhibitions / Trade Fairs – ASCE Skipper at the ASCE Electrical Transmission and Substation Structures (ETS) Conference 2025 The ASCE Electrical Transmission and Substation Structures (ETS) Conference was held in Dallas, Texas, from September 14–18, 2025. Sponsored by the Structural Engineering Inst
Slide 45: Social and Environment Initiatives (1/2)
Social and Environment Initiatives (1/2) Skipper cares Our company's journey towards contributing to society began long ago, and we have always believed that it's an integral part of our ecosystem. To ensure that our efforts are focused and effective, we have developed a CSR Framework in line with S
Slide 46: Social and Environment Initiatives (2/2)
Social and Environment Initiatives (2/2) Investor Presentation | August 2026 45
Slide 47: Recognition
Recognition Recognized Great place to work 5 years consecutively BRITISH SAFETY COUNCIL RECOGNIZED GREAT PLACE INTERNATIONAL SAFETY PREMIUM MEMBER 2025 TO WORK AWARD 2025 ASSOCHAM AWARD ET ENTREPRENEUR AWARD EMERGING EPC PLAYER AWARD 2025 2025 BY POWERGRID 2024 Investor Presentation | August 2026 46
Slide 48: Thank you / Disclaimer
DISCLAIMER This presentation (“Presentation”) does not constitute a prospectus, a statement in lieu of a prospectus, an offering circular, an advertisement, an offer document or an offering memorandum, under the Companies Act, 2013, the Securities and Exchange Board of India (Issue of Capital and Di