Supreme Petrochem Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 7 Aug 2026 | Chemicals & Petrochemicals | Market Cap: ₹13.3K Cr
Volume growth target for FY'27-28 is around 10%, assuming ABS plant commissioning by end of current financial year. The company anticipates a growth of around 10% in FY’27 and FY’28, assuming the ABS plant becomes operational by the end of the current financial year. - Of this 10% growth, approximately 3%-4% is expected from the base business, with the remaining 6%-7% coming from ABS operations. - EPS and profits are expected to benefit from the ramp-up of ABS and compounding businesses, which provide more value-added product offerings. - Operating EBITDA margin in Q3 FY’26 stood at 5.47%, with potential improvement expected as ABS operations normalize and demand stabilizes. - The company maintains a debt-free balance sheet and will fund growth CAPEX (~Rs.
From Supreme Petrochem Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹698
Market Cap
₹13.3K Cr
P/E Ratio
27.1
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Supreme Petrochem Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.6K Cr, net profit ₹168 Cr.
Full financials →📊 Revenue & Sales Performance
- →Volume growth target for FY'27-28 is around 10%, assuming ABS plant commissioning by end of current financial year.
- →Contribution to growth: 3-4% from base business, approximately 7% from ABS operations if started as planned.
- →Focus on ABS compounding business anticipated to provide stability and cushion to earnings.
- →Polystyrene capacities operated at ~80% utilization; demand pickup expected with styrene price stabilization.
- →Strategic CAPEX of Rs. 250-275 crores planned for FY’26 mainly at Chennai, Amdoshi, and Panipat for infrastructure and growth, including EPS Phase 2 starting operations by February/March.
- →Expect sequential improvement in performance from Q4 due to stronger OEM demand and stabilized raw material prices.
- →Export demand expected to improve post India-EU FTA, enhancing revenue diversification.
📈 Profitability & Margins
- →The company anticipates a growth of around 10% in FY’27 and FY’28, assuming the ABS plant becomes operational by the end of the current financial year.
- →Of this 10% growth, approximately 3%-4% is expected from the base business, with the remaining 6%-7% coming from ABS operations.
- →EPS and profits are expected to benefit from the ramp-up of ABS and compounding businesses, which provide more value-added product offerings.
- →Operating EBITDA margin in Q3 FY’26 stood at 5.47%, with potential improvement expected as ABS operations normalize and demand stabilizes.
- →The company maintains a debt-free balance sheet and will fund growth CAPEX (~Rs. 250-275 crores for FY’27) internally, supporting steady growth without financing constraints.
- →Sequential improvement in performance is expected in Q4 and beyond, driven by stronger OEM demand and stabilized raw material prices.
🏗️ Capital Expenditure Plans
- →Estimated CAPEX for the coming year (FY’27) is around Rs. 250-275 crores.
- →CAPEX will be mainly at three locations: Chennai, Amdoshi, and infrastructure developments at Panipat.
- →The EPS Phase 2 expansion is expected to be operational by February-March 2026.
- →No new CAPEX or new business announcements apart from Phase 2 ABS and Haryana projects as of now.
- →ABS plant commissioning delayed due to equipment malfunction; once operational, focus will be on ramping up production and compounding.
- →Capital expenditure is funded entirely through internal accruals; the company remains debt-free.
- →Any future capital costs related to repairs on ABS plant equipment are covered under warranty, so no incremental CAPEX expected there.
💰 Fundraising & Capital Structure
- →There is no mention of any current or planned fundraising through debt or equity in the transcript.
- →The company remains debt-free as of December 31, 2025.
- →All capital expenditures are being funded entirely through internal accruals.
- →The company maintains a healthy investible surplus of Rs. 463 crore.
- →No specific plans for new equity or debt issuance were discussed during the call.
📋 Order Book & Pipeline
- →Supreme Petrochem has not taken any advance order book for the ABS plant as they want customers to use the product first for application testing.
- →Due to the white color of their ABS material, master batch matching issues caused some delays in sampling and supply.
- →Orders from major OEMs for ABS compounds have started coming in after successful sample matching.
- →Transition period is ongoing; increased utilization in compounding lines expected once ABS plant restarts.
- →No specific timelines disclosed for restarting ABS plant or achieving full utilization.
- →No segment-wise order book numbers were shared publicly during the call.
Key Metrics
Frequently Asked Questions
What were Supreme Petrochem Ltd Q3 FY26 results?
Volume growth target for FY'27-28 is around 10%, assuming ABS plant commissioning by end of current financial year. The company anticipates a growth of around 10% in FY’27 and FY’28, assuming the ABS plant becomes operational by the end of the current financial year. - Of this 10% growth, approximately 3%-4% is expected from the base business, with the remaining 6%-7% coming from ABS operations. - EPS and profits are expected to benefit from the ramp-up of ABS and compounding businesses, which provide more value-added product offerings. - Operating EBITDA margin in Q3 FY’26 stood at 5.47%, with potential improvement expected as ABS operations normalize and demand stabilizes. - The company maintains a debt-free balance sheet and will fund growth CAPEX (~Rs.
What is Supreme Petrochem Ltd share price analysis?
Supreme Petrochem Ltd currently shows a neutral. The stock trades at a P/E of 27.1 with a market cap of ₹13,276 Cr. Investors should review the full earnings analysis for detailed insights.
Is Supreme Petrochem Ltd planning capital expenditure?
Estimated CAPEX for the coming year (FY’27) is around Rs.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.