SKMEGGPROD

- SKM Shree Shivkumar (Promoter) acquired 20,000 equity shares of SKM Egg Products Export (India) Limited through open market on October 30, 2026. - Promoter's shareholding increased from 45.60% (2,40,12,278 shares) to 45.64% (2,40,32,278 shares).

- SKM Shree Shivkumar (Promoter) acquired 10,000 equity shares of SKM Egg Products Export (India) Limited through open market on October 29, 2026. - Post-acquisition shareholding increased from 2,40,02,275 shares (45.58%) to 2,40,12,275 shares (45.60%).

- SKM Shree Shivkumar (Promoter) acquired 10,000 equity shares of SKM Egg Products Export (India) Limited through open market on October 27, 2026. - Post-acquisition, the promoter's shareholding increased from 2,39,92,278 shares (45.56%) to 2,40,02,278 shares (45.58%).

- SKM Egg Products received an adjudication order from the Registrar of Companies, Coimbatore for delayed filing of form MR-1 regarding the re-appointment of the Managing Director. - Penalty imposed: Rs. 1,90,000 on the company and Rs. 50,000 on the officers in default. - The delay was due to inadvertence with a delay of 94 days and 76 days for two separate filings. - The company stated there is no material impact on financial, operational, or other activities.

Current scenario - Revenue for the half-year stood at ₹363 crores compared to ₹380 crores in the previous year, while PAT remained steady at ₹40 crores. - Q2 FY27 quarterly revenue improved to ₹184 crores from ₹179 crores, but EBITDA declined to ₹28 crores (vs ₹38 crores) due to a sudden spike in feed raw material costs. - Average realisations during the quarter were around ₹700 per unit, and international realisations remain stable despite oversupply conditions in the US market. Changes in trends - Raw material cost inflation (corn, soya) impacted gross margins during the quarter; the company plans to mitigate this by import substitution of soya (expected to be 10% cheaper). - International selling prices are dictated by global competition rather than local production costs. - SKM Universal is planned to be merged with the listed entity by April next year. Management Guidance & Outlook - Management remains confident of achieving a full-year profitability of ₹100 crores plus for FY26-27. - Long-term growth is anchored on the domestic branded egg market, with targets to scale up from 1.5 lakh eggs/day to 5 lakh eggs/day in 2-3 years. Capex - Phase 2 of the poultry farm expansion (20 lakh birds) is on track, with the first rearing house expected to be completed in two weeks and full project commissioning slated for September 28. - Board has approved a term loan of ₹300 crores (₹200 crores from SBI, ₹100 crores from Axis Bank) for ongoing expansion. - Dry powder processing capacity expansion from 7,000 to 10,000+ tons entails a Capex of ₹180 crores, funded by a ₹150 crore term loan.

- SKM Egg Products Export (India) Limited has informed the exchanges about the availability of the recording of meetings with investors held on October 23, 2026. - The recording has been made available on the company's official website.

Q2 FY27 Consolidated Revenue ₹189.84Cr vs ₹201.93Cr (▼6% YoY) EBITDA ₹30.72Cr vs ₹39.42Cr (▼22% YoY) PAT ₹17.78Cr vs ₹24.80Cr (▼28% YoY) EBITDA Margin 16.18% vs 19.52% (▼334bps) - The Board approved the Scheme of Amalgamation of wholly-owned subsidiary SKM Universal Marketing Company (India) Private Limited into SKM Egg Products Export (India) Limited.

- Concall Schedule Concall Date: Not specified in the filing Concall Time: Not specified in the filing

- Trading window for dealing in securities will be closed from October 1, 2026. - Closure will last until 48 hours after declaration of unaudited financial results for the quarter and half year ended September 30, 2026. - Applicable to all Directors, Connected Persons, and Designated Persons.

- SKM Egg Products Export (India) Limited's credit ratings from CARE Ratings for its bank facilities have been reaffirmed. - The ratings include CARE A-; Stable for long-term facilities and CARE A2+ for short-term facilities.

- Board recommended a final dividend of ₹1.25 per equity share for FY 2025-26. - The Record Date for the final dividend is September 11, 2026. - Payment will be made within 30 days from the date of declaration, subject to 31st AGM approval.

- The 31st Annual General Meeting (AGM) will be held on Friday, September 18, 2026, via Video Conferencing. - Book closure for the AGM and potential dividend payment for FY2025-26 will be from September 12, 2026, to September 18, 2026.

- Management expects increased feed cost (soya) to impact margins for another 2-6 months. - Company plans a ₹400 crore capex to enhance egg production capacity; branded business strategy to be ready by end of March, expecting 40-50 crore turnover from it from next financial year. - Capacity expansion for egg powder to be approved by October. - Easy Sheds expansion (20 lakh birds) expected to be completed by Nov/Dec, projected to reduce production costs by a minimum of 5%. - Realizations for the quarter increased to approximately ₹770, up from ₹722 last quarter. - Exports to Russia are at ~150 tons/month, with plans for further investment and distributor expansion. - Strategic goals set for 2030 and 2035 to balance domestic and export revenue.

- SKM Egg Products Export (India) Limited announced that the recording of the meetings with Investors held on July 29, 2026, is available on the Company's website. - The link to the recording is: https://skmegg.com/?page=investor_con_call

- Consolidated Revenue ₹18,426 Lakhs vs ₹17,570 Lakhs (▲4.87% YoY) - EBITDA ₹3,118 Lakhs vs ₹2,477 Lakhs (▲25.88% YoY) - PAT ₹2,385 Lakhs vs ₹1,628 Lakhs (▲46.49% YoY) - EBITDA Margin 16.92% vs 14.09% (▲283bps) - Board recommended a final dividend of ₹1.25 per equity share for FY 2025-26.

- Concall Schedule - Concall Date: Wednesday, July 29, 2026 - Concall Time: 4:30 PM (UTC+05:30) Chennai, Kolkata, Mumbai, New Delhi