SESKM Egg Products Export (India)532143Earnings call transcript

Q2 FY26-27 con-call transcript: sales up to 184 crore, EBITDA down to 28 crore

Transcript of the Q2 FY26-27 earnings call shared with the exchanges.

By ScoutQuest · Tue 27 Oct 2026, 1:46 PM IST · 2 min read

Q2 Sales

184 crore vs 179 crore in the previous quarter

Q2 EBITDA

28 crores vs 38 crores, with feed raw material cost cited

Six-month turnover / PAT

363 crores vs 380 crores; profit after tax 40 crores

What was shared

• The company submitted the transcript of its earnings conference call for Q2 FY26-27, held on Friday, Oct 23, 2026 at 12:30 P.M. (IST) through video conference/other audio visual means.
• The call was hosted by NSDL, with the Chairman and Managing Director, the Executive Director and the Chief Financial Officer on the management side.

Six-month picture

• Turnover for the six months was around 363 crores, against 380 crores in the same six months last year.
• Profit after tax for the six months was around 40 crores, the same as in the comparable period last year.
• The CFO described the two six-month periods as having almost the same performance.

Quarter on quarter

• Sales improved to 184 crore from 179 crore in the previous quarter.
• EBITDA, however, came down to 28 crores from 38 crores; the CFO attributed this to an increase in feed raw material cost.
• Profit after tax for the quarter was around 16 crores.
• The CFO said the detailed results have already been uploaded to the stock exchanges.

Management remarks at the start

• The CFO opened by noting that the Chairman and Managing Director had recently attended entrepreneurship and management programmes at Harvard Business School, both in India and in the United States.
• He said these learnings are being brought into the company's day-to-day management and operations, and expressed confidence that the global perspective gained would help strategic thinking, innovation, operational effectiveness and identification of new growth opportunities.

What investors asked

• The first question, from an investor, asked how realisations are looking for the next six months, noting some oversupply in the US market on account of what he described as excessive egg production.
• The same investor asked about the progress of the shell egg business over the first six months, referring to an earlier expectation that a large part of this year's growth would come from domestic sales.
• He also asked whether the unexpected increase in raw material cost could be offset through price increases or escalation from customers, and what to expect on margins and growth going forward.

The takeaway for a reader

• The transcript shows a company holding its half-year turnover and profit after tax broadly at last year's level, while the latest quarter saw higher sales but lower operating profit as feed raw material cost rose.
• The discussion then moved to the outlook for realisations, the domestic shell egg business and cost pass-through with customers.

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