External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Equity Bottom-Up

<ul><li>Strong Order Book: Skipper secured new orders totalling Rs 1,029 Cr in Q4FY26, including a multi-million-dollar contract, which is the largest order to date in the North American market with a top-tier utility company.</li><li>As of Mar’26, the order book stood at Rs 8,502 Cr, up 14% YoY, but down 6% QoQ.</li><li>The order book comprises 77% domestic T&amp;D orders, 13% non-T&amp;D orders, and 10% export orders.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Order Book: Skipper secured new orders totalling Rs 1,029 Cr in Q4FY26, including a multi-million-dollar contract, which is the largest order to date in the North American market with a top-tier utility company.As of Mar’26, the order book stood at Rs 8,502 Cr, up 14% YoY, but down 6% QoQ.The order book comprises 77% domestic T&amp;D orders, 13% non-T&amp;D orders, and 10% export orders.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Skipper Limited - Strong Q4; Overall Beat, Near-Term Export Headwinds Emerging

<ul><li>Skipper Ltd, established in 1981, has grown into a global leader in the engineering and infrastructure sector, specialising in the manufacture of transmission and distribution (T&amp;D) structures, including towers and poles.</li><li>Over the past four decades, the company expanded its presence across multiple industries, including polymer pipes and fittings, railway electrification structures, telecom towers &amp; poles, and EPC projects.</li><li>Skipper received new orders totalling Rs 1,243 Cr in Q2FY26, which include three large wins from PGCIL and key other export markets.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Skipper Ltd, established in 1981, has grown into a global leader in the engineering and infrastructure sector, specialising in the manufacture of transmission and distribution (T&amp;D) structures, including towers and poles.Over the past four decades, the company expanded its presence across multiple industries, including polymer pipes and fittings, railway electrification structures, telecom towers &amp; poles, and EPC projects.Skipper received new orders totalling Rs 1,243 Cr in Q2FY26, which include three large wins from PGCIL and key other export markets.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week: Skipper Limited - 27th December, 2025

<ul><li>Strong Order Book: Skipper received new orders totalling Rs 1,243 Cr in Q2FY26, which included three large wins from PGCIL and key other export markets.</li><li>As of Sep’25, the order book stood at its highest ever at Rs 8,820 Cr.</li><li>The order book comprises 76% domestic T&amp;D orders, 13% non-T&amp;D orders (including Telecom, Railways, Solar, Water EPC, and other Steel Structural items), and 11% export orders. All export orders pertain to T&amp;D. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Order Book: Skipper received new orders totalling Rs 1,243 Cr in Q2FY26, which included three large wins from PGCIL and key other export markets.As of Sep’25, the order book stood at its highest ever at Rs 8,820 Cr.The order book comprises 76% domestic T&amp;D orders, 13% non-T&amp;D orders (including Telecom, Railways, Solar, Water EPC, and other Steel Structural items), and 11% export orders. All export orders pertain to T&amp;D. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Skipper Ltd - Largely Inline Q2, Growth Outlook Intact

<ul><li>Skipper Ltd (Skipper) is India’s largest and the world’s only integrated Transmission &amp; Distribution (T&amp;D) company present across the entire transmission chain.</li><li>The company has its own Structure Rolling, Manufacturing, Tower Load Testing Station, and Transmission Line EPC.</li><li>Its capability to execute high-voltage power transmission projects gives it a distinct competitive edge over peers with a 10-15% market share in the high-voltage transmission segment.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Skipper Ltd (Skipper) is India’s largest and the world’s only integrated Transmission &amp; Distribution (T&amp;D) company present across the entire transmission chain.The company has its own Structure Rolling, Manufacturing, Tower Load Testing Station, and Transmission Line EPC.Its capability to execute high-voltage power transmission projects gives it a distinct competitive edge over peers with a 10-15% market share in the high-voltage transmission segment.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week: Skipper Limited - 26th July, 2025

Thematic (Sector/Industry)

<ul><li>Cumulative all-India electricity demand in Q3FY26 stood at 393 BU, almost flat YoY and down 13% QoQ.</li><li>The electricity demand saw a decline post the extended monsoon.</li><li>In Q3FY26, the peak power demand stood at 241 GW in the month of Dec’25, which has improved over 224 GW of peak achieved in Dec’24 in last year’s Q3FY25. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Cumulative all-India electricity demand in Q3FY26 stood at 393 BU, almost flat YoY and down 13% QoQ.The electricity demand saw a decline post the extended monsoon.In Q3FY26, the peak power demand stood at 241 GW in the month of Dec’25, which has improved over 224 GW of peak achieved in Dec’24 in last year’s Q3FY25. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Q3FY26 Earnings Preview - Power & Ancillaries

India

Skipper Ltd. conducts infrastructure project and steel producing operations. The Company manufactures galvanized, polyvinyl chloride, solid, waste, and rain pipes, fittings, transmission and telecom towers, poles, scaffoldings, and hot rolled products. Skipper also provides horizontal directional drilling, as well as engineering, procurement, and construction services.

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Skipper Ltd (SKIPPER IN)

Skipper Limited - Strong Q4; Overall Beat, Near-Term Export Headwinds Emerging

Skipper secured new orders totalling Rs 1,029 Cr in Q4FY26, including a multi-million-dollar contract, which is the largest order to date in the...

Axis Direct

Pick of the Week: Skipper Limited - 27th December, 2025

Skipper received new orders totalling Rs 1,243 Cr in Q2FY26, which include three large wins from PGCIL and key other export markets.

Axis Direct

Skipper Ltd - Largely Inline Q2, Growth Outlook Intact

Skipper received new orders totalling Rs 1,243 Cr in Q2FY26, which included three large wins from PGCIL and key other export markets.

Axis Direct

Pick of the Week: Skipper Limited - 26th July, 2025

Skipper Ltd (Skipper) is India’s largest and the world’s only integrated Transmission & Distribution (T&D) company present across the entire...

Axis Direct

Q3FY26 Earnings Preview - Power & Ancillaries

Cumulative all-India electricity demand in Q3FY26 stood at 393 BU, almost flat YoY and down 13% QoQ. The electricity demand saw a decline post the...

Axis Direct

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