SKM Egg Products Export (India) Ltd

The earnings conference call of SKM Egg Products Export (India) Limited for Q2 FY26-27, held on October 23, 2026, discussed the company's financial performance and strategic initiatives. The CFO highlighted that turnover for the six months ended Q2 FY26-27 was around 363 crores, compared to 380 crores in the same period last year, with EBITDA remaining stable at 6744 crores. Profit before tax (PBT) and profit after tax (PAT) were 54 crores and 40 crores, respectively, for the six-month period, with Q2 results showing a decline in PBT to 22 crores and PAT to 16 crores compared to previous quarters. The CFO noted that while sales improved slightly to 184 crores in Q2 from 179 crores in Q1, increased feed raw material costs led to a reduction in EBITDA. Management emphasized that international egg prices are not influenced by the company's production costs, and they are working on import substitution for soya to mitigate rising feed costs. The chairman mentioned plans to expand production capacity, with a new poultry farm project expected to be completed by September 28, 2026, and a strategic focus on domestic egg sales. The company is also considering a merger with SKM Universal, which will be finalized by April 2027. Management acknowledged challenges in passing on raw material cost increases to customers but highlighted efforts to improve operational efficiency and reduce costs. The company is investing in new infrastructure and has secured a term loan of 300 crores for future expansion. The discussion also touched on the potential for growth in domestic markets and the impact of global events on logistics and freight costs.

The summary presents factual information from the call without overtly positive or negative language.