Supreme Power Equipment Ltd
Supreme Power Equipment Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY 2026 revenue target is INR180 to INR200 crores, with confidence to achieve INR70-80 crores in Q4 alone. The company expects revenue for FY '27 to exceed INR 300 crores, up from around INR 180 crores in FY '26.
From Supreme Power Equipment Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY 2026 revenue target is INR180 to INR200 crores, with confidence to achieve INR70-80 crores in Q4 alone.
- FY 2027 expected revenue is above INR300 crores, reflecting significant growth over current year.
- FY 2028 revenue expected to reach INR400 to INR500 crores, supported by capacity utilization and strong order book.
- New plant capacity expected to handle INR600 to INR650 crores; existing plant INR100 to INR110 crores, totaling about INR700 crores max.
- Order pipeline of INR700 to INR800 crores currently, with continuous inflow month-on-month.
- Demand outlook remains strong for next 5 to 10 years, driven by infrastructure growth and power sector expansion.
- Expansion plans are underway to acquire new land for further capacity increase within 2-3 years.
- Growth fueled by diversification into new regions (e.g., Karnataka, Kerala), targeting balanced geographic mix.
- Manpower recruitment is a current focus to support scaling production volumes.
Profitability & Margins
See what Supreme Power Equipment Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The new production facility is a significant capital investment, with over INR95 crores to INR100 crores spent.
- The new plant is about 95% complete, with only minor interior and admin building work remaining, expected to be fully operational by Q4 FY '26.
- The company plans further expansion beyond the current 6-acre facility but will require acquiring additional land due to full utilization.
- Management is actively considering land acquisition for bigger capacity, likely within the next quarter, though land costs in Chennai are high.
- No current plans for equity dilution; growth will be managed through increased bank borrowings for working capital.
- Strategic focus on expanding capacity to meet anticipated strong demand over the next 5-10 years.
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Fundraising & Capital Structure
See what Supreme Power Equipment Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book is approximately INR 300 crores (mentioned multiple times by Vee Rajmohan).
- Order pipeline is around INR 700 crores to INR 800 crores.
- Out of the pipeline, expected conversion/confidence is about 10% to 20%.
- Government orders constitute about 30%-35% of the order book; private orders make up the balance.
- Order book split by geography: around 40% Tamil Nadu, 30%-40% Karnataka, and 10% Kerala.
- Orders received recently include INR 24.63 crores from Karnataka-based EPC companies for 20 MVA transformers.
- The current year's revenue target is INR 180-200 crores, with expectations to exceed INR 300 crores next year (FY27).
- The company expects order booking to be sustained with strong demand for the next 5-10 years.
Continue your research
What Supreme Power Equipment Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Supreme Power Equipment Ltd Q3 FY26 results?
FY 2026 revenue target is INR180 to INR200 crores, with confidence to achieve INR70-80 crores in Q4 alone. The company expects revenue for FY '27 to exceed INR 300 crores, up from around INR 180 crores in FY '26.
What is Supreme Power Equipment Ltd share price analysis?
Supreme Power Equipment Ltd currently shows a neutral. The stock trades at a P/E of 25.6 with a market cap of ₹523 Cr. Investors should review the full earnings analysis for detailed insights.
Is Supreme Power Equipment Ltd planning capital expenditure?
The new production facility is a significant capital investment, with over INR95 crores to INR100 crores spent.
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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.