SKM Egg Products Export (India) Limited held its first-ever investor conference call on Friday, May 22, 2026. The event was an earnings call and post-results investor interaction to discuss the audited financial results for the fourth quarter and financial year ended March 31, 2026, along with key business and operational updates.

The management participants included:

  • Mr. SKM Shree Shivkumar – Managing Director
  • Mr. K. S. Venkatachalapathy – Chief Financial Officer
  • Mr. P. Sekar – Company Secretary and Compliance Officer
  • Other senior members of the management team

The company explicitly stated that no unpublished price sensitive information (UPSI) would be shared during the call, and questions about definite future numbers would not be answered.

Financial Highlights Discussed:

  • FY26 Performance: Record-breaking financial year with all-time high results:
  • Export quantity: 7,126 metric tons
  • Turnover: ₹767 crores (58% YoY growth from ₹493 crores)
  • Operating Profit: ₹163 crores (from ₹71 crores)
  • Profit Before Tax: ₹136 crores (from ₹47 crores)
  • Profit After Tax: ₹102 crores (first time crossing ₹100 crores)
  • Shareholders' Funds: ₹395 crores
  • Q4 FY26 Sequential Performance:
  • Sales: ₹197 crores (vs. ₹180 crores previous quarter)
  • Operating Profit: ₹48 crores
  • Profit Before Tax: ₹41 crores
  • Profit After Tax: ₹32 crores (vs. ₹6.22 crores)

Strategic and Operational Updates:

  • Capex Announcement: ₹403 crore expansion project for environmental control (EC) sheds to increase layer bird capacity from current 5 lakh birds to 20 lakh additional birds. Funding: ₹101 crore from internal savings, ₹302 crore bank term loan at ~4.5% net interest cost (after 3% subsidy). Completion target: 2028-29.
  • Acquisition: Company acquiring remaining 74% stake in SKM Universal for ₹27.75 crore (already holds 26%). Rationale: Integrate windmill division for operational savings and branded egg business for growth in domestic marketing.
  • Market Position: ~50% market share of India's egg powder exports; ~10% share of Japan's total egg powder imports. Company realizes ~5% premium over competitors due to quality reputation.
  • Future Outlook: Target of ₹1000 crore turnover by 2030; plan to expand powder production capacity from current 7,000 tons to 10,000 tons over next 5 years; focus on value-added products (Egg Pro drink reformulation, egg white cube).
  • Geographic Expansion: Japan branch establishment expected by July 2026; existing branches in Netherlands and Russia.
  • Forex Policy: Typically hedges 60-70% of expected exposure; currently at 30% coverage due to high volatility. Moving toward invoicing in local currencies (rupee for Russia, ruble for Russian customers, planned for Japan).

Additional Notes Section

The transcript was submitted to exchanges pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015. The document contains the full transcript of the conference call but no attached presentation decks or financial data beyond what was verbally discussed. The company indicated that the investor presentation would be uploaded to its website separately.