SKM Egg Products Q1 FY27 Earnings Call Transcript

The event was an earnings conference call for the first quarter of the financial year 2026-27 (Q1 FY27), hosted by NSDL.
The call was held on Wednesday, July 29, 2026. A specific time and time zone were not disclosed in the transcript.
The stated purpose of the call was to discuss the company's quarterly results and operational performance, and to address shareholder queries.
The meeting was held after the earnings announcement for the quarter.
Management participants included:
Mr. SKM Sri Shivkumar, Chairman and Managing Director
Mr. SK Sharat Ram, Executive Director
Mr. KS Venkata Chalapati, Chief Financial Officer
The moderator was Sameer from NSDL.
The company did not indicate that a presentation, earnings deck, transcript, or recording would be made available on its website. This transcript was filed as a regulatory disclosure.
The company did not include any specific compliance language stating that no Unpublished Price Sensitive Information (UPSI) would be shared.

The financial period discussed was Q1 FY27.
The average realization for dried egg powder in the quarter was approximately ₹770 per kg, up from ₹722 per kg in the previous quarter, attributed primarily to foreign exchange rate fluctuations.
The company is running at full capacity utilization for its egg powder production.
Margin contraction was experienced in the quarter, primarily due to a substantial increase in feed costs (soya). Management expects these elevated input costs to persist for the next 2-3 quarters.
A logistical disruption was noted where 6-7 containers destined for Russia were delayed at sea and had to be brought back. These products were to be retested and redeployed for sales in July and August.
Current exports to Russia are running at about 150 tons per month.

Domestic Branded Egg Sales: The company is actively developing a strategy to enter the domestic branded egg market. It has engaged branding consultants and is analyzing competitors. A definitive business plan is expected by the end of FY27 (March 2027), with an initial revenue target of ₹40-50 crore from this vertical in the current year.
Capacity Expansion: A plan to expand egg powder production capacity will be presented for board approval in the next meeting (anticipated around October). The project is expected to have an implementation timeline of 12-18 months post-approval.
Backward Integration (EC Sheds & Biogas): The company is completing its investment in environmentally controlled (EC) sheds and a biogas plant. The first four sheds are operational, and the entire project is scheduled for completion by November-December 2026. This is expected to reduce overall production costs by a minimum of 5% through improved productivity and feed efficiency. The organic fertilizer by-products are in test marketing, with commercial launch expected by September 2026.
International Expansion: The process of establishing a branch office in Japan has been delayed by 1-2 months due to a request to resubmit information. The company is also working to induct a second distributor in Russia.

The document enclosed and summarized is the full transcript of the conference call, filed pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015.
The announcement itself did not disclose any financial figures; all numbers discussed were revealed during the Q&A session of the call.
The tone of the disclosure was neutral and informative, serving as a scheduled post-earnings investor engagement.