9KIPPER Lite(l

Date: 30th July, 2024

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
Symbol- SKIPPER

Subject: Investor Presentation on Unaudited Standalone and Consolidated Financial Results for the
quarter ended 30th June, 2024.

Dear Sir,

In compliance with the provisions of Regulation 30 read with Schedule III of Securities and Exchange Board
of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith
the copy of Investor Presentation in connection with Unaudited Standalone and Consolidated Financial
Results for the quarter ended 30th June, 2024.

Kindly take the same on record.

Thanking you,

Yours faithfully,
For Skipper Limited

Anu Digitally signed

by Anu Singh

Singh
Date: 2024.07.30
14:20:38 +05'30'

Anu Singh
Company Secretary & Compliance Officer

Encl: As above

SKIPPER LIMITED Regd. Office: 3A, Loudon Street, Phone 033 2289 5731/32 Email: mail@skipper limited.com
CIN L40104W81981 PLC033408 1st Floor, Kolkata 700 017 Fa». 033 2289 5733 Website: www.skipperlimited.com
 Great
Place
To
Work.
Certified
DEC 2022 - DEC 2023
INDIA

I SEIZING THE MULTI DECADE OPPORTUNITY

a
Positioned to Power Growth in the Global

tr .
Transmission sector

• I
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INVESTOR PRESENTATION
Q1 FY’25 Results
r f 4s61? 30th July 2024
About Us 9KIPPER
Limited

Vision Mission
To produce world - class 1 2 3 4 5
quality products ensuring To continue to To continue to To continue to To ensure the To reduce carbon
robust National add value-added focus on sectors tap newer greater scale and footprints, and
Infrastructure products and of power and geographies to technology, the evolve towards
development and making services to its water as per add to the greater longevity reduced
India the preferred portfolio contemporary existing market of product, and consumption of
sourcing hub for Global global demands introduce more hydrocarbons
Infrastructure needs efficient and
technologies for a nonconventional
longer duration of and renewable
existence energy sources

Investor Presentation | May 2023 2

Core Strengths 9KIPPERL4fnitet

42+
India’s largest and world's only Integrated
T&D company having its own Structure Largest
rolling, manufacturing, Tower Load Testing A manufacturer of
Station & Transmission Line EPC T&D structures
Years of Excellence ■ I I I I
in India

Awarded as
“Largest Tower
Supplier” by PGCIL
•••
gr 2450+
Employees
Exporting to
60+
countries
One of the largest &
the fastest growing
Polymer Pipes &
& "Best Industry Fittings in India
in Water
Resources sector"
by Central Board
Of Irrigation And
Power

Investor Presentation | July 2024 3

 Sustainable, diversified Confidence Boost with International &
profitable businesses well- winning key projects puts domestic opportunities
positioned to continue to us as front runner in for growth in key segments
Inflection generate compelling long-
term growth
key segments – Power Transmission,
Telecom, Railway and

Point with Polymer Pipes

Growth Strong Balance Sheet and Increase Export & Elevate Prudently-maintained

Ahead improving bottom-line

profitability driving growth
Global position as
preferred manufacturer
of choice for our existing
balance sheet provides
the foundation for
future success
and new customers

Investor Presentation | May 2024 4

Management 9KIPPER
-- Limited --

Independent

Mr. Amit Kiran Deb Mrs. Mamta Binani Mr. Raj Kumar Patodi Mr. Ashok Bhandari Sri Pramod Kumar Shah
Chairman Independent Director Independent Director Independent Director Independent Director
Independent Director

Whole Time

Sajan Kumar Bansal Sharan Bansal Devesh Bansal Siddharth Bansal Yash Pall Jain
Managing Director Director Director Director Director

5
Core differentiators 9KIPPER
L4fnitet

Broad Based Portfolio Exciting Opportunities Ahead Our Ability to Win Enhanced Profitability
Diversified Products Build on Long-Standing Winning projects Operational
delivering sustainable Relationships with our through competitive efficiencies &
growth Customers offerings margin expansion

Transitioning with Integrated R&D for further Fueling growth through Looking to
focus on global market competitiveness a world-class talent Deleverage
Strong Bidding Pipeline pool

Customization Advantageous Repeat and referral

facilities plant locations business from all
our clients

Investor Presentation | May 2024 6

Product Portfolio
Engineering Infrastructure Polymer

Power
Transmissio Railway Transmission UPVC
n Tower Structures Line EPC Pipes

MS &
Power High
Distribution Tensile Telecom CPVC
Poles Angles EPC Pipes

Test HDPE
Monopoles Station Coatings Pipes

Fasteners &
Telecom Tower
Tower Accessories Water EPC Fittings
Investor
Investor Presentation | May 2024 77
Presentation |
Core Competencies @KIPPER
Limited

Modern Technology: Our Value Chain

Automated State-of-the-Art Equipment
• The company utilizes cutting-edge automated equipment,
representing the latest advancements in technology.
Value Optimization:
Engineering and Design Excellence
• Engineering and design excellence are prioritized to optimize both Steel Billets & Wire Rod as Input
product quality and process costs. blooms as input
End-to-end (Inclusive) Solutions:
In-House Availability of Products, Accessories, and Technical Services
• The company offers a one-stop shop experience by providing a wide
range of products, accessories, and technical services in-house.
Strategic Support:
Proximity to Power, Port, and Skilled Labour Manufacture Manufacture Manufacture D-
• The company strategically locates its plants in the East, ensuring MS & HT Angles Bolts & Nuts shackles & Hangars
access to adequate power supply, proximity to Kolkata port, and cost-
effective labor.
Scalability:
Power Grid Approved and ISO Certified Large Manufacturing
Capacities
• Power Grid approved and ISO certified plants possess significant
manufacturing capacities, enabling participation in large-scale Fabricate & Galvanize EPC Line
project orders. Complete Towers Construction
8
R&D Capabilities $gKIpPpER
R6D
&Pren
-
Limited

Leading through innovation Tested towers & monopoles

• We have strengthened our • We are assuring our clients by
innovation capabilities backed by
our talented designing and R&D
conducting prototype tests in
our state-of-art test centers.
765 kV S/C 220 kV 765 kV D/C
Monopole D/C Tower Tower
teams. Our department is
approved by DSIR, Govt. of India.

400 kV D/C 500 kV D/C

Monopole Tower

Highest tower of 120m

height with 1200kV in India

Optimum
efficiency designs

Dedicated in-house R&D center

Investor Presentation | July 2024 9

Performance & Financial
Highlights – Q1’25

.--- %
l

l
·, 4
4
$
4 1
I ' t

'a;•
' 4
I I

---------·
t
$
«
'
v
- .•@,
gig
·.--�
 9KIPPER
Director Speaks Rs in Mn
L4fnitet

“ I am thrilled to share that our company has achieved outstanding performance in Q1 FY25. Our revenue and
profitability (PAT) have doubled compared to the same quarter last year, and our export revenue has also shown
remarkable growth, doubling in size. Our strong execution in the engineering and infrastructure segments has
been a key driver of our success.

During the quarter we secured new orders totaling ₹7,650 million from PGCIL, SEB, and export markets in the
Middle East and Africa, bringing our closing order book to ₹58,440 million. Our capability to execute high-voltage
power transmission and distribution projects gives us a competitive edge, offering superior margins in a market
with limited competition and have become the preferred supplier and EPC contractor for PGCIL’s high-voltage
transmission projects, securing nine contracts in the past 12-15 months . On international front we continue to
gain traction in the Asia Pacific, Middle East, and North American markets. Our order pipeline remains robust at
₹180,000 million, driven by domestic and global renewable integration projects.

Mr Sharan Bansal, Director To support our growth, we are increasing our engineering capacity by 75,000 MTPA to reach a total of 375,000
MTPA with a capital expenditure of ₹2,000 million, focusing on improved profitability and capital return ratios.
Looking ahead, we are committed to achieving a 25% CAGR growth over the next two years while enhancing our
bottom-line profitability.

Our team’s dedication and expertise are key to driving this success, and I am confident in our ability to deliver
continued value to our stakeholders.

Thank you for your ongoing support and trust”.

11
 Business Update– Q1 FY’25 9KIPPER
-- Limited --

Revenue Performance Highlights

- Company registered its best ever first quarter revenue of Rs 10,917 million on back of strong execution in Engineering and
Infrastructure major business segments.

-- Achieved an 97% increase in revenue, nearly doubling last year quarterly performance
The engineering business doubled its revenue, reaching Rs 8,286 million over the previous year quarter, driven by strong
execution; Export share in overall engineering revenue stood at 30 % in Q1 ’25

- Exports Revenue almost doubled, reaching Rs 2,510 million from Rs 1,274 million in the same quarter last year

- Infra segment Continues to outperform with strong execution with revenue increasing to Rs 1,679 million against Rs 98.5 million,
achieving a staggering growth of 1,604% over previous year quarter period
Operational & Financial Performance Highlights

- EBITDA increased to Rs 1,047 million against Rs 601 million, up by 74 %; margins stood at 9.6 % for the current quarter

-- Finance cost as % of sales improved to 4.7 % against 5.1 % in previous year quarter
Robust growth in bottom line – PAT doubled to Rs 324 million against Rs 162 million in previous year quarter ; PAT Margin
improved to 3.0 % of sales.

12
 @KIPPER
Consolidated Financial Performance Q1 FY’25 Rs in Mn
L4fnitet

YoY QoQ
Sl Profit & Loss Summary Q1 FY’25 Q1 FY’24 Change %
Q4 FY’24 Change %
1 Revenues 10,917.4 5,545.8 96.9% 11,535.1 -5.4%

2 Reported EBITDA 1,046.7 601.4 74.0% 1,085.4 -3.6%

EBITDA Margins (%) 9.6% 10.8% -120 Bps 9.4% +20 Bps
3 (+) Other Income 33.6 14.5 30.0
4 (-) Depreciation 145.1 124.3 136.8
5 (-) Finance Cost 512.5 281.0 515.2
Finance cost as % to Revenue 4.7% 5.1% -40 Bps 4.5% +20 Bps
6 (+) Share of Profit / (Loss) of JV 8.3 22.3 12.6
Profit Before Tax
7 431.0 233.0 85.0% 476.0 -9.4 %
(2+3-4-5+6)
PBT Margins (%) 4.0% 4.2% -20 Bps 4.1% -10 Bps
8 Tax 106.8 70.4 224.4
9 Profit / Loss After Tax (7-8) 324.2 162.5 99.5% 251.6 28.9 %
PAT Margins (%) 3.0% 2.9% +10 Bps 2.2% +80 Bps

* Q4’ FY 24 Tax number includes Rs 57 mn for closed assessment of previous years and Rs 14.80 mn on account of re-measurement of deferred tax liability, as the
company has decided to opt for new regime with effect from 1st april 24. 13
Segment Report 9KIPPER L4fnitet

Segment Profit & Loşs Summary Q1 FY'25 Q1 FY'24 Change %

I I I I
Net Sales 8,286.2 4,165.1 98.9%
Engineering
EBITDA 911.5 503.9 80.9%
Products
Infra
% of Sales 11.0% 12.1%
Polymer 15%
Net şales 952.3 1,282.2 -25.7% 9%

Polymer Products EBITDA 42.8 94.9 -54.9%

%of şales 4.5% 7.4%

Net şales 1,679.0 98.5 1,604.2%

Infra Projects EBITDA 92.4 2.6 3,519.6%

% of şales 5.5% 2.6%

Net şales Total 10,917.4 5,545.8 96.9%

Engg
Total EBITDA Total 1,046.7 601.4 74.0% 76%

% of Sales 9.6% 10.8%

Revenue Mix – Q1 FY’25
Note: Segment EBITDA includes allocation of un-allocable expenditure in pro-rata share of Sales and Capital
Employed in their respective segment
Investor Presentation | May 2023 14
 9KIPPER
Key Performance highlights Rs in Million -- Limited --

Stand Alone - Revenue

e j l www
EBITDA & Margin
E! l PAT & Margin
=
}
Rs in Mn
+ 97 % + 74 % + 100 %

11,535 10,917 EE E
.
I • ''
3.0%
5,546 ID 9.4% 9.6%
2.2%

Q1 FY'24 Q4 Fy'24 Q1 FY '25 Q1FY'24 Q4 Fy'24 Ql FY'25 Q1 FY'24 Q4 Fy'24 Ql FY '25

FY’24 Vs Fy’23
+ 130%
+ 66 % + 66 %
2.5%
32,820
9.7% 9.7%
19,803

12M FY'23 12M FY'24 12M FY'23 12M FY'24 12M FY'23 12M FY'24
Investor Presentation | May 2023 15
Order Book Pie 9KIPPER
Limited-

Current Order Book Composition Closing Order Book Trend

(June’24)
Rs in Million
Total Order Book Segment Break up
Rs 58,440 million
62,150
58,440

45,510
Export 14%
14%
Domestic 59%
86% Order
Breakup
27% 21,150
16,020

Mar'21 Mar'22 Mar'23 Mar'24 June'24

■ Domestic ■ Export ■ T&D ■ Export ■ Non T&D Domestic
■ Closing Order Book
Non T&D Products includes - Telecom,
Railways, Solar, Water EPC & other Steel
Structural items

16
 Order Book Highlights – 30th June 2024 @KIPPER
L4fnitet

-
Order Book Highlights

The company has secured new orders totaling

Rs 7,650 million during the quarter,
-
The current closing order book stands at high
level of
-
The company has a robust bidding pipeline,
actively pursuing projects worth

with substantial contracts from PGCIL, SEB’s

Rs 58,440 million. Rs 115,000 million on the international
and export markets in Middle East and Africa front and about Rs 65,000 million

-
Order Book to Engineering & Infra segment Sales

Share of non-T&D products, including

Railways and Telecom, in the overall order
at 2.1 X of Fy’24 sales giving revenue

-
visibility for the next 2-3 years

Emerged as the most preferred Supplier and

-
domestically.

Gaining strong enquiry and traction in the

high potential developed markets of North

-
book stood at 27 %. America and Europe, previously dominated by
contractor of PGCIL for their High Voltage
Chinese / Turkish Players
transmission line projects
Secured 9 prestigious projects with them
The company's strategic move to broaden its
portfolio by increasing the proportion of non-
T&D products, such as Railways and Telecom,
has been yielding favorable results, helping to
de-risk its exposure in T&D.
-
during the past year

Engineering products exports have now

established a strong foothold in the Asia
las)L.""J
ill a, [oi I
Pacific , Middle East and Latin American
regions

17
 Order Inflow Trend 9KIPPER L4fnitet

Q1 Fy’25 Total Inflow – Rs 7,650 Mn

Trail 12M Total Inflow – Rs 38,370 Mn Achieved highest ever
order inflow for any 28,630
quarter
FY’24 - Secured highest ever
annual order inflow of Rs 42,860
million
Rs in Miilion

Consistently clocked inflows in excess of 15,290

4,000 mn for the past many quarters
12,150 11,410

7,650

4,530 5,010 4,610

3,810 4,230 4,030 4,100 4,020
2,200 2,300 2,710
440 *

Q1 Fy'21Q2 FY'21Q3 FY'21Q4 FY'21Q1 FY'22Q2 FY'22Q3 FY'22Q4 FY'22Q1 FY'23Q2 FY'23Q3 FY'23Q4 FY'23Q1 FY'24Q2 FY'24Q3 FY'24Q4 FY'24Q1 FY'25

18
Strong Bidding Pipeline 9KIPPER
L4mite

Strong Bidding Pipeline of 180,000 Million as on 30th June 2024;

International – 115,000 Mn & Domestic - 65,000 Mn
Expecting International Ordering & Execution to gain further pace in FY’25 ;
In advanced Stages of negotiation to secure some good size International contract
Large pent up demand in domestic & International T&D
INTERNATIONAL
• Growing global competiveness; Focusing on international developed markets to drive the ordering growth;
• 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
• Robust Bid Pipeline expected in domestic Power T&D up-to year 2030 on back of Government 500 GW renewable integration plan
• Domestic Tender Pipeline continues to stay strong ; MOP aims to complete 27,000 Ckm of ISTS line by 2024-25 under PM Shakti
National Master Plan, facilitating power evacuation from generation projects
• Ahead of the rollout of the high speed 5G / 4G 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
• Industry would get benefitted from Vodafone Idea and BSNL improved financial position and subsequent rollouts

19
Emphasizing Export Expansion 9KIPPER L4fnitet

-
Increased Export
Growth Potential
-
Favorable Business
Climate
-
Enhanced Brand
Positioning
-
Confidence-Boosting
Certifications
Targeting a significant increase in Post Covid India has emerged as a Recent establishment of an R&D Centre Certified by prominent international
Engineering exports volume from preferred sourcing location vis-a-vis and Tower Testing Station significantly organizations, enhancing confidence
developed markets in next 2 years other Asian Countries; creating new improves brand positioning in export and credibility.
opportunities for us. markets, positioning the company as a
serious contender.

-
Established Market
Presence
-
Global Recognition
Receiving initial orders and inquiries
-
In-House Design
Capability
from various countries including
Working with over 150 Global EPC Leveraging in-house design
Europe, Australia, Dominican
players expertise and skilled professionals
Republic, Iraq, Kuwait, Canada and
to deliver value-added and cost-
others
effective design solutions,
enhancing project bids.

20
Global Footprints $KIPPER L4fnt(@t

Middle East Africa

• Jordan • Kenya
South America Europe
• Saudi Arabia • Egypt
• Peru • UK
•UAE • Ghana
• Colombia • •Spain
Nigeria
•Qatar
• Chile • Finland
• Zambia
•Oman
• Paraguay • Sierra Leone
• Kuwait Africa
• Panama • Guinea
•
• Iraq
Uruguay •Kenya
• South Africa
• Bahrain •Egypt
• Botswana
South and •Ghana
• Burundi
Middle eastAsia
South East •Nigeria
• Angola
•• Jordan
India •Zambia
• Liberia
•• Saudi
NepalArabia •Sierra Leone
• Tanzania
•Guinea
• Togo
• UAE
Bangladesh
•South
• MaliAfrica
South America •• Qatar
Sri Lanka
•Botswana
• Uganda
• Peru •• Israel
Indonesia •Burundi
• Senegal
• Brazil • Philippines •Angola
• Niger
• Colombia South and
• Malaysia
South East Asia • Malawi
• Chile • Myanmar Australia
• Gambia
• Paraguay • Australia
India • Benin
• Panama • Nepal • Cameroon
New Zealand
• Bangladesh
USA
• Uruguay • Mozambique
• Europe
Sri Lanka CANADA
• Rwanda
• Bolivia • Finland
• Dominican Republic • Indonesia • Central African
• Philippines
USA Republic
• Trinidad and Tabago • Burkina Faso
• Canada
Malaysia
21
Power T&D Lines – A Multi Decadal Opportunity 9KIPPER
--- Limited ---

Key Growth Drivers

Load growth Generation
and increased capacity
electrification addition

Multilateral Growth in Renewable

funding energy
support demand for development
transmission
equipment
Reforming Technology
markets developments

Ageing
Grid reliability
infrastructure

22
Importance of New Transmission lines for Renewables @KIPPER
L4fnitet

Resource Location
• Many renewable sources are in remote areas
I
• Transmission lines bridge the gaps to where energy is needed
Energy Reliability
• Renewables can be intermittent due to weather
• New line help balance supply and demand
New transmission lines are a crucial
Grid Integration
• Existing grid infrastructure needs upgrading
l part of our renewables energy
• Transmission lines aid renewable energy distribution
future – They ensure reliable,
Capacity expansion
• Transitioning to renewables strains existing lines
l efficient and wide spread renewable
• New lines are vital for increased energy flow power supply
Energy loss Reduction
• Modern lines are more efficient
• Reducing losses makes renewables cost effective
Decentralization
• Lines enables bidirectional power flows
I
• Rooftop solar and local sources need support
Grid Resilience
• Transmission upgrades enhances grid resilience
• Make utilities better prepared for extreme events
23
Optimistic Sector Outlook 9KIPPER
-- Limited

The massive global and Post Covid India has emerged

domestic focus and as a preferred sourcing location India‘s plans to generate and • India’s Power Sector demand Our global
investment on building vis-a-vis other Asian Countries; integrate 500 GW Of reached a record high level of
T&D infrastructure catering creating new opportunities for renewable energy sources by 239.97 GW on 1st Sep-23 presence puts us in
2030 and construction of over • Utilization levels in the thermal
to Renewables will drive
up the demand for setting
us.
50,890 Ckm of new power sector rose to 72.2
an advantageous
up new transmission transmission lines with an
capex outlay of Rs 2.4 Trillion
percent in January 2024 and position to act
networks. surpassed monthly highs of
towards this opportunity 2023 upon such
opportunities in
the coming years.
Draft National Electricity Plan Total of 1,23,577 ckm of Indian government is backing The reinstatement of the
(NEP) has envisaged transmission lines and telecom infrastructure with RODTEP Scheme in our
investment of around Rs.4.76 7,22,940 MVA of plans to add 8 lac new Engineering Product
trillion in the power transformation capacity has mobile towers over the next business will increase our
transmission network during been targeted for addition in 2 years export competitiveness and
the five-year period from FY23 the FY23-FY27 period. perhaps improve our
to FY27. operational performance

Investor Presentation | May 2024 24

News Coverage - Power Transmission Needs and Capex Program 9KIPPER
--- Limited ---

CLEAN ENERGY
Lr CEA estimates Rs 2.4 lakh crore cost
The world has to add or replace 50 NEP Envisages Rs.4.76 Trillion Capex In Power for Inter State Transmission System
million miles of transmission lines by Transmission to integrate 500 GW renewable
l verugopal Pili t January 30, 2024
2040, IEA says energy by 2030
This includes Rs 216 lakh crore as the cost of setting up the ISTS for 268 GW on-shore

Govt to push for more RE renewable energy capacity and As 28,100 crore as the cost of setting up the ISTS for 10 GW

'Investment of S12 T Needed to Treble connectivity at state level offshore wind energy capacity.

$HR£ Al were coming in Western

ew Denni, 8Jury region, the transmission

Renewable Energy Capacity by 2030' The power ministry is plan-

ning to push states to connect
see
capacity there has become
constrained. New lines need to
be built in other regions too,

Gujpatpbns00-ore transmissioninfrpush
the upcoming renewable ener- said a senior official requesting
New Delhi: At least infrastructure, technology. gy (RE) projects to the state's
grid and not with the national
anonymity.
Alot of upcoming proiects
grid, a move aimed to improve in the Western Region are fac-
$12trillionisre- people and the Global South. state-level power transmission ,la.pk.. inga crunch of sub-stations to
infrastructure and facilitate t to the national rid.
quired to create new "On infrastructure, we need to integration of RE capacities
L..honneet This also delays their waiver d veriljuaetiv aeries hdig! and
across all the regions. } Cost of connecting to state compensation factoring which
Ce
ny,'ilresid Gd hoe lg! e
infrastructure over the next six invest at least USD 6 trillion senior government officials grids lower than connecting they had decided the tariff of
have indicated that the current to the national grid the said project, said an indus-
k ll hcidi de jess i he ire teder al
inter-state transmission sys- try executive Gets/ideal
GET0) l lee sueding
years for tripling global renew- over the next six years to meet tem (ISTS) waiver given to pr } Move may bring down the Sector observers said the Girt be assist re!tu/tarteeyer GIL. vi p tu lilt
projects when they connect to cost of green energy cost of connecting to the
Grose G2TD l it tis ifie a '.7 ll± per Mr' e
able energy capacity by 2030, our 2030 target of llTW of the national grid might be p May bolster private national grid comes to
el gt ant air tr trshenet#yenit ssh to the attpuies Ile
relooked"
COP28 president Sultan Al
Jaber said on Friday.
renewable energy capacity.
And we need to spend a similar
zz:2:z%
at in the next finan investment in state

lower than connecting to the

m. Z";a:.:r:
upwards of LS crore per unit

According to industry esti-

net fyer i hdlag ts
mis sfncr ithe
e Sar ir easting the]
vol oily le t el ipt aep el le spiel
ar. Sotiyd4GET0i GIL. Terrie
national grid. this would be mates, there are around 20 [zdtlle ad alerleer- epated to mini te ht
beneficial for RE proiect devel- 'Ito Q.5 per unit. projects planned under the
Addressing the annual Pe- amount to upgrade outdated or opers and bring down the cost Since 2019, the tariff of RE ISTS network worth &80,000
ping role epaI [damp,lesilteGe ey tong ssten std de
ofgreen energy in the country, projects has fallen sub &. par- crore. Officials citing the pay sdr.$at. hi hilt pennetscsmining svngr h do teat IS
tersberg Climate Dialogue. Al non-existent grids." the COP28 the officials said. tially because of the waiver. National Electricity Plan said ihe. egg Dee, Ow6 u». Bee 24S d 23l,Gant rising haslrhprjts peat Iengr amp
As more transmission prof The Centre has extended that 47 trillion worth of trans- Girt[tlilslit. epett 22.54.Mr hid rd AB Mfslr po is re t sply de.icn fir
ects come at intra-state level, the waiver till June 20.2 mission projects are required
Jaber said the energy transi- president said. the government is hoping it It has also included other by 2027, which would include tr pet amp d tsvnsmot6zosT t hat ithe nmit
will bolster private investment RE sources such as pumped &3I trillion investment at GET0D- sil kens elk arts er i lhaelhd, slr slit vl ale teal lentil de &a ls.ass ndeeigel pd
tion will not happen without world leaders reached a in state power infrastructure.
In 2019, the ministry of
hydro, battery storage. green
hydrogen. offshore wind etc. to
national (inter-state level and
balance at intra-state level. ig de Gld 'al De Mrti, bltal'hdn IE azpuct » L,6 NII. led tenders fir he k preset, Gijnt is net-
significant investment and a historic agreement at COP28 in power had announced a waiv- the list of the waived projects. According to official and eetldlibi Dripdee 'yen,tl le! eep a.gr-is int teaming al oeimg
er for solar and wind power States will be pushed to industry estimates, there is a Le ailing w heir BC rL.LAS PORE pe ill.'6MW fed Md ad lat-nllsgt peal deal l sing pi
projects on ISTS charges. IsTS connect new RE projects to requirement of 35-gigawatt
level-up in climate finance. He Dubai last year to triple global is levied on a project when it is their own grid, rather than the (Gw) transmission capacity h ileitelatlt Girt di ls IL Mr 'iD al LA Yd leeled es f gr d helper let tee tde
connected to the national pow- national grid. There is a need
enhancement between West mtddevilndsdra d vial nl UM d hdr apties ls sud, 44 al Gel, r pest at odsaw ti!
said the four key priorities to renewable energy capacity by er grid of India to supply elee-
tricity anywhere in India. The
for transmission capacity and North, 20 Gw each
enhancement at the end of between Wiest and South and
ptiss er aiming s slr valet I6 Mi. de ii net! t hall l stet had vealer is fir al lhr surd beery
level up climate finance are 2030.-PTI ISTS charges could range from states. As most RE projects West and East net pp»dated res sud lee.4 ab.)3l, equate taint apuy Mi f azut ht de vial nl sir ts at an
»ltndarteGzjnt, tetaeepetsll.25% i ther &a ya pl fir salb geesheortin sdell depe, Silt
hers te apt M'frill.«/4MWf ainetvtty, r parter lir n equal agpuch he sid
E Scaling Up'Transmission, Hydro
Policy in PowerMin's I00-Day Plan
25
Polymer Products Business
 Polymer Highlights 9KIPPER
-- Limited

-
Leading manufacturer
of polymer pipes and
-
Cumulative Production
Capacity of 62,000
-
Only Polymer Pipe
company in India to
-
Growing National Presence
with Over 33,000 Retail
-
One of the Country’s most
organized channel
fittings, catering to both TPA implement the Theory sales touch points and
plumbing and agricultural structure , owing to its roots
of Constraints (TOC) planning to double the
in the TOC way of working .
sectors. Largest manufacturer into its operation. same over the next 2 years.
of PVC pipes in West Bengal
This has created a very good
and in Eastern India.
base for the brand to scale upon

-
Company on boarded two
renowned cricketers
-
Leveraging Scale
-
Focusing on Plumbing
-
Added more products into
-
Fastest growing Polymer
Brand in India with
Economies in Procurement Portfolio; 60:40 our portfolio offerings ; HDPE
Mr. M.S.Dhoni and of PVC & CPVC Resin Pipes, CP Bath Fittings &
Revenue mix share of expanding reach and
Mr. Chris Gayle as Locally and Plumbing: Agriculture. Accessories and Water
Brand ambassadors. The Internationally. storage tanks, all of them consistent market share
duo will be promoting the garnered strong response gains taking shape.
brand across Indian from marketplace.
markets. The business is set for
rampant growth over the
coming years.
27
Polymer Highlights 9KIPPER
L4fnitet

Sales Tonnage (MT)

Revenue (Rs in Mn)
The Q1’25 performance was
8,880 impacted on account of :

7,955 1,282  Elections in Q1 this year

significantly affected project
11 % sales and had a lesser impact on
952 26 % retail sales

 Despite the challenges, Retail

sales grew by about 20%

 Management expects to make

up and partially recover the loss
of revenue in Q2 next quarter

Q1 FY'24 Q1 FY'25 Q1 Fy'24 Q1 Fy'25

Investor Presentation | July 2024 28

Polymer Growth Drivers @KIPPERL4fnitet

-
The PVC and Fittings market, estimated to be
worth approximately Rs 300 billion in FY 2020, is
-
Growing PVC pipe demand in India
fueled by government initiatives like
-
The Jal Jeevan Mission (JJM) initiative
aims to provide tap water
predicted to reach Rs 500 billion by FY 2025, "Housing for All," "Nal se Jal," AMRUT connections to all rural households by
with a CAGR of 10.8%. project, and Swachh Bharat Mission. 2024, leading to a surge in demand
for PVC pipes and fittings to facilitate
water flow in every home.

-
The recent announcement of the National
Infrastructure Pipeline by the government further
-
Formalization of economy accelerating
the shift from unorganized to organized
strengthens the country's infrastructure, providing
players.
support for the increasing demand for pipes and
fittings.

29
Skipper Pipes – 100% Lead Free Campaign 9KIPPER
-- Limited

SKIPPER
--PIPES--

SKIPPER FOR LIFE

Skipper Pipes
have been
certified with
highest standard
SKIPPER
CPVC PIPES -
of NSF 14.

700% LEAD FRE

Toll Free: 1800 889 9779 www.skipperpipes.in

30
 Skipper Pipes – 100% Lead Free Campaign 9KIPPER
L4fnitet

• Skipper Pipes brand campaign as

$KIPPER
Pp[S- India’s safest pipes with Brand
Ambassador MS Dhoni & Chris
Gayle is paying rich dividends
• Awarded the Green Pro
Certification by CII-IGBC (Indian
Green Building Council). This
certificate validates our efforts
in striving towards a cleaner,
more sustainable future
• Our Ad campaign that traversed
across various mediums was
awarded the "Best Brand
Campaign of the Year" at the
"Times Brand Icons - East,
2023".
$KIPP

31
Performance Guidance – FY’25 9KIPPER
L4fnitet

Revenue
 Exceeded Guidance : Q1 Fy’25 revenue growth surged by 97% against our full year guidance of 25% , showcasing our strong
performance and effectiveness in driving business success.
 Continued growth trajectory : We maintain ambitious plan for the future, aiming for a 25% CAGR over the next 2 years ,
underscoring our commitment to continued success.

Margins
 Operating margin to improve from current levels ; owing to benefit arising out of better quality contracts execution, Operational
efficiencies and various improvement measures towards Increasing productivity and cost reduction initiatives at plant and site level.
 Our capability to execute power T&D projects at the highest voltage level set us apart, offering a competitive advantage due to
limited competition. These projects offer superior margins compared to lower voltage lines.
 Focus continues towards improving bottom line profitability and capital return ratios
Capacity Expansion
 Enhancing engineering capacity by 75,000 MT , culminating in a robust total capacity of 375,000 MTPA , bolstering our capabilities
to meet growing demand
 Steering a targeted capex of approx. Rs 2,000 million to fund this expansion, leveraging a balanced mix of debt and internal accruals
for sustainable growth.
Investor Presentation | July 2024 32
Social and Environment Initiatives 9KIPPER
L4fnitet

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 Schedule VII of the Companies Act, 2013. A dedicated CSR
committee oversees the implementation of these initiatives and monitors their progress.

Beti Padhao abhiyaan – Infrastructure support Environment Animal welfare Integrated village
Flagship Project to schools sustainability The Company has development
In 2017, we launched We annually assist in The project includes partnered with the The Company has identified
the Beti Padhao school infrastructure supporting the Calcutta Pinjrapole 100 villages in and around
Abhiyan, inspired by development, including maintenance of two Society to provide care, Dumma and has set a goal to
the government's Beti building maintenance, cremation ghats in Kolkata maintenance, and food empower them towards self-
Bachao, Beti Padhao providing furniture for to prevent water and air for old, sick, and sustainability within a period
Yojana. It has now students and teachers, pollution. Additionally, abandoned cows. This of 3-5 years.
become a flagship supporting electricity bill the Company has adopted includes the construction One Teacher School (OTS)
project. We annually payments, hiring guest a Traffic Theme Park in and upkeep of cow Ekal on Wheel Arogyam
select underprivileged teachers, ensuring clean Nibra, Howrah, covering shelters and clinics. Homeopathy clinic Training
girls from schools in drinking water, and an area of 1,224 sqmt., centres
Kolkata & Howrah and providing food for hostel and is responsible for its
provide them children. overall maintenance.
scholarships based on
their individual needs.

Investor Presentation | July 2024 33

Social and Environment Initiatives 9KIPPER
Limited

-�
BETI PADHAO
, ABHIY

Investor Presentation | July 2024 34

Environmental, Social and Governance (ESG) 9KIPPER
-- Limited

1.38 MW roof top solar plant in Uluberia is expected to generate 1605164 unit /
Year (Average) and 40129109 KWH in 25 Years of clean energy. Set up in
September 2022, is expected to reduce the carbon emissions of approx. 1360
MT/year

In Feb 2022, installed 90 KLD capacity STP to promote water conservation

and explore opportunities for reusing of treated sewage water. Especially
designed engineered bacteria have been used for treatment of generated sewage

Encapsulated GI process with integrated APCD arrangement in July 2022

Process Effluent Treatment facility (ETP unit Integrated with MBBR, Clarifier &
Tertiary treatment Facilities) in January 2022

100s of Tree Plantation Initiatives at Skipper

Clean Fuel for Furnace Operation-FO replaced with LPG in Jangalpur, April 2022

RO water from STP treated water(20 KLD) for GI operation in August 2022

Water recirculation through Chiller & Cooling tower units HDPE in August 2022

Investor Presentation | May 2023 35

Environmental, Social and Governance (ESG) 9KIPPER
--- Limited ---

TATA POWER
SLAROOF
.r.
TATA
t
@) suPERGAs'

gs
.5

•'1;-·
ANNUAL CARBON SAVINGS CERTIFICATE

, ,e;:,..
~A congratulations M/s Skipper Limited for
f continuing your Carbon Reduction through LPG

g Your carton oftset in this process is_508

MT_of Co, in 2022
, Thank you for supporting our mission in Advancing Energy Together.
Together we are committed to make this world Sustainable

This is to certify and thank

5 lli--
Skipper Limited &
B'
.oz-[
Who by Installing
1.389 MWp of Tata Power Solar
lnstallatlon have helped In
shaping a better tomorrow

Total Carbon Equivalent to ANNUAL CARBON SAVINGS CERTIFICATE

emission abated: planting 62920
393520 tonnes Teak trees
Congratulations M/s Skipper Ltd ( Unitl Jangalpur) for
continuing your Carbon Reduction through LPG

Your Carbon Offset in this process is _201MT_of Co, in 2022

"A
Thank you for supporting our mission in Advancing Energy Together.
Together we are committed to make this world Sustainable

'£
5}

Investor Presentation | July 2024 36

Recognition 9KIPPER
Limited

Recognized Great place

to work 2 years
consecutively

Great
Place
To AWARD:
THE LARGEST TOWER
SUPPLIER FOR 3rd
AWARD:
EMERGING POWER EPC
AWARD:
GLOBAL HR
AWARD:
NO. 1 EMERGING BRAND

Work. Image to Come

CONSECUTIVE YEAR GIVEN
BY:
PLAYER GIVEN BY: EPC
WORLD
EXCELLENCE
GIVEN BY:
WORLD HRD
IN POLYMER PIPES &
FITTINGS
GIVEN BY: WCRC
POWER GRID CORPORATION
CONGRESS
OF INDIA LTD. (PGCIL)
Certified
�-----
DEC 2022 - DEC 2023
•...
.Ann

INDIA

AWARD:
bid - AWARD: AWARD: AWARD:
MOST VALUABLE STAR PERFORMER AWARD THE BEST POLYMER MOST ETHICAL
CONTRIBUTION TO FOR BRAND COMPANY
POWER INDUSTRY THE YEAR 2015-16 GIVEN BY: GIVEN BY:
GIVEN BY: ET EDGE GIVEN BY: EEPC INDIA CONSTRICTION TIMES WORLD CSR DAY

Investor Presentation | July 2024 37

DISCLAIMER

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

Thank you For any queries please contact:

Aditya Dujari (GM – Finance & Investor Relations)

Skipper Limited 3A, Loudon Street, 1St Floor, Kolkata 700 017
E-Mail: [email protected]
Tel: + 91 33 2289 2327/5731 Mobile: 9830806906