SKM Egg Products Export (India) Limited Q2 FY27 earnings call summary

Earnings call of 23 Oct 2026, summarised by AI from the filing.

Q2 FY27 PAT fell to ₹16 cr from ₹24 cr as feed costs cut EBITDA to ₹28 cr, but management is confident of ₹100 cr plus PAT this year.

Key takeaways

1. PAT guidance Management is confident of repeating ₹100 cr plus PAT this year.
2. Feed cost Q2 EBITDA fell to ₹28 cr from ₹38 cr because of a sudden spike in local feed ingredient prices.
3. Soya import Importing six months of soya, expected at least 10% cheaper, is the main offset to feed inflation.
4. Pricing risk International prices are set by competition, not by the company's cost, so feed inflation cannot be passed on.

Original filing on BSE

SKM Egg Products Export (India) Limited Q2 FY27 results

As filed: Revenue ₹190 cr (−6% year on year), EBITDA ₹30.7 cr (−19% year on year), PAT ₹17.8 cr (−29% year on year), EBITDA margin 16.2% (−263 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q1 FY27: Revenue ₹184 cr (+5% year on year), EBITDA ₹31.2 cr (+25% year on year), PAT ₹23.8 cr (+49% year on year), EBITDA margin 16.9% (+273 bps). Score 56 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin rose 273 bps year on year. Profit fell 27% from last quarter. Profit rose ₹7.8 cr on a year ago, more than the ₹4.0 cr it added the year before. Share price after the results: −4.8% in 30 days (Nifty 500: +1.8%).
• Q4 FY26: Revenue ₹187 cr (+60% year on year), EBITDA ₹52.0 cr (+300% year on year), PAT ₹32.8 cr (+300% year on year), EBITDA margin 27.9% (+1,000 bps). Score 85 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Revenue fell 8% from last quarter. Share price after the results: +20.3% in 28 days (Nifty 500: +2.4%).
• Q3 FY26: Revenue ₹204 cr (+51% year on year), EBITDA ₹42.8 cr (+185% year on year), PAT ₹30.0 cr (+275% year on year), EBITDA margin 21.0% (+987 bps). Score 88 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 987 bps year on year. Share price after the results: −7.1% in 30 days (Nifty 500: +1.5%).
• Q2 FY26: Revenue ₹202 cr (+59% year on year), EBITDA ₹38.0 cr (+171% year on year), PAT ₹25.0 cr (+178% year on year), EBITDA margin 18.8% (+779 bps). Score 100 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 779 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +14.8% in 30 days (Nifty 500: +0.5%).
• Q1 FY26: Revenue ₹176 cr (+49% year on year), EBITDA ₹25.0 cr (+47% year on year), PAT ₹16.0 cr (+33% year on year), EBITDA margin 14.2% (−20 bps). Score 98 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin fell 20 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +27.0% in 30 days (Nifty 500: −2.4%).
• Q4 FY25: Revenue ₹117 cr (−28% year on year), EBITDA ₹12.0 cr (+9% year on year), PAT ₹6.0 cr (−40% year on year), EBITDA margin 10.3% (+347 bps). Score 23 of 100, Below trend. Revenue and profit growth were well below the company's own trend; EBITDA growth was above it. EBITDA margin rose 347 bps year on year. Other income 50% of PBT. Tax rate 40%. Revenue fell 13% from last quarter. Share price after the results: +6.4% in 28 days (Nifty 500: +3.3%).
• Q3 FY25: Revenue ₹135 cr (−12% year on year), EBITDA ₹15.0 cr (−25% year on year), PAT ₹8.0 cr (−33% year on year), EBITDA margin 11.1% (−196 bps). Score 26 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 196 bps year on year. Profit fell 11% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

SKM Egg Products Export (India) Limited earnings call, investor presentation and press release summaries

• Q2 FY27: Earnings call (23 Oct 2026)
• Q1 FY27: Earnings call (29 Jul 2026)
• Q4 FY26: Earnings call (22 May 2026)