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Supreme Petrochem Ltd.

SPLPETROCommodities filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

18 transcript(s)/analyst meet(s) served; 3 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 18 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202304292023-03-31yes
TRANSCRIPT202308022023-06-30yes
COVER_LETTER202310312023-09-30no
TRANSCRIPT202311032023-09-30yes
TRANSCRIPT202312212023-09-30yes
TRANSCRIPT202401252023-12-31yes
TRANSCRIPT202405032024-03-31yes
COVER_LETTER202407252024-06-30no
TRANSCRIPT202407302024-06-30yes
TRANSCRIPT202410252024-09-30yes
COVER_LETTER202501212024-12-31no
TRANSCRIPT202501242024-12-31yes
TRANSCRIPT202504282025-03-31yes
TRANSCRIPT202507302025-06-30yes
TRANSCRIPT202510312025-09-30yes
TRANSCRIPT202601282025-12-31yes
TRANSCRIPT202604302026-03-31yes
TRANSCRIPT202608042026-06-30yes

SPLPETRO

files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisiongeneral
Scope servedconsolidated
Panels on this page4

Market

The closes are adjusted for every split and bonus on record inside the period this series covers, and each adjustment is checked against the price move on its ex-date.

Last close879.90
52-week range501.45 – 882.2
Return 1M25.66%
Return 3M18.83%
Return 1Y2.3%
Return 3Y86.89%
Return 5Ynot reported for this period
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Revenue from operations1,715.00
Other income17.00
Total income1,732.00
Cost of materials consumed1,057.00
Purchases of stock-in-trade348.00
Changes in inventories-123.00
Employee benefit expense21.00
Finance costs4.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.640.00
institutions foreign0.040.00
institutions domestic0.04-0.00
mutual funds0.04-0.00
public0.360.00

Documents on file

ClassMost recentOn file
COVER_LETTER2024-12-313
TRANSCRIPT2026-06-3015

Financial statements

Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Quarterly results, as filed

Line2025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations1,402.001,118.001,281.001,606.001,715.00
Other income15.009.009.0011.0017.00
Total income1,417.001,126.001,290.001,616.001,732.00
Cost of materials consumed970.00758.00831.00911.001,057.00
Purchases of stock-in-trade246.00219.00270.00263.00348.00
Changes in inventories-21.00-31.003.0054.00-123.00
Employee benefit expense18.0017.0021.0020.0021.00
Finance costs3.003.004.004.004.00
Depreciation and amortisation18.0019.0027.0028.0028.00
Other expenses73.0076.0086.00103.0079.00
Total expenses1,307.001,061.001,241.001,382.001,414.00
Profit before exceptional items and tax110.0066.0048.00234.00318.00
Exceptional items0.000.00-7.00-3.000.00
Profit before tax110.0066.0041.00231.00318.00
Current tax27.0010.008.0055.0079.00
Deferred tax1.008.003.007.002.00
Tax expense28.0017.0010.0062.0081.00
Profit for the period82.0048.0031.00169.00238.00
Profit attributable to owners82.0048.0031.00169.00237.00
Profit attributable to non-controlling interests0.000.000.000.000.00
Other comprehensive income0.000.00-0.000.00-0.00
Total comprehensive income82.0049.0030.00169.00237.00
Earnings per share, basic4.352.571.638.9712.62
Earnings per share, diluted4.352.571.638.9712.62

Annual results, as filed

Line2026-03-31
Revenue from operations5,406.00
Other income44.00
Total income5,450.00
Cost of materials consumed3,470.00
Purchases of stock-in-trade999.00
Changes in inventories4.00
Employee benefit expense76.00
Finance costs15.00
Depreciation and amortisation92.00
Other expenses337.00
Total expenses4,992.00
Profit before exceptional items and tax458.00
Exceptional items-10.00
Profit before tax448.00
Current tax100.00
Deferred tax18.00
Tax expense118.00
Profit for the period330.00
Profit attributable to owners329.00
Profit attributable to non-controlling interests0.00
Other comprehensive income0.00
Total comprehensive income330.00
Earnings per share, basic17.54
Earnings per share, diluted17.54

Balance sheet, as filed

Line2025-09-302026-03-31
Total assets3,299.003,490.00
Non-current assets1,581.001,601.00
Current assets1,719.001,889.00
Property, plant and equipment1,498.001,371.00
Capital work-in-progress42.0074.00
Goodwill15.0016.00
Other intangible assets2.002.00
Inventories835.00622.00
Trade receivables283.00519.00
Cash and cash equivalents98.00296.00
Total equity and liabilities3,299.003,490.00
Equity2,225.002,378.00
Equity share capital38.0038.00
Other equity2,183.002,339.00
Total liabilities1,074.001,112.00
Non-current liabilities173.00174.00
Current liabilities901.00938.00
Borrowings, non-current114.002.00
Borrowings, current32.005.00
Trade payables761.00792.00

Cash flow, as filed

Line2025-09-302026-03-31
Net cash from operating activities-44.00247.00
Net cash from investing activities-147.00-190.00
Net cash from financing activities-160.00-228.00
Purchase of property, plant and equipment127.00209.00
Net increase in cash-350.00-171.00
con:CFO.BEFORE_TAX12.00352.00
con:INTEREST_RECEIVED.OPERATING0.000.00
con:INTEREST_PAID.OPERATING0.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.000.00
con:TAX_PAID.OPERATING56.00105.00
con:CF_OTHER.OPERATING0.000.00
con:INVESTMENTS_PURCHASED32.003,807.00
con:INVESTMENTS_SOLD0.003,801.00
con:PPE_DISPOSALS0.000.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED0.000.00
con:CF_INVESTING.JV_SOLD0.000.00
con:CF_INVESTING.JV_ACQUIRED0.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group64.2464.2464.2464.2464.2464.2464.2464.2464.2464.240.640.640.640.64
Domestic institutions2.332.322.812.622.602.662.812.943.063.760.040.040.040.04
Mutual funds—————————3.670.040.040.040.04
Insurance companies0.000.000.000.000.000.000.000.000.00———0.000.00
Foreign institutions2.122.001.992.462.913.033.363.423.493.540.040.040.040.04
Government—————————0.090.000.000.000.00
Public35.7635.7635.7635.7635.7635.7635.7635.7635.7635.760.360.360.360.36
Non-institutional31.2231.3430.8830.5930.1529.9829.4929.3129.1128.360.280.280.280.28
Shares outstanding188041342188041342188041342188041342188041342188041342188041342188041342188041342188041342188041342188041342188041342188041342

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
SUPREME PETROCHEM LIMITEDPROMOTERAny other transaction, Dividend paid, Loan, Purchase1,573,183,000.0044

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-08-04Q1FY27Read the call
2026-04-30Q4FY26Read the call
2026-01-28Q3FY26Read the call
2025-10-31Q2FY26Read the call
2025-07-30Q1FY26Read the call
2025-04-28Q4FY25Read the call
2025-01-24Q3FY25Read the call
2024-10-25Q2FY25Read the call
2024-07-30Q1FY25Read the call
2024-05-03Q4FY24Read the call
2024-01-25Q3FY24Read the call
2023-12-21Q2FY24Read the call
2023-11-03Q2FY24Read the call
2023-08-02Q1FY24Read the call
2023-04-29Q4FY23Read the call

Some earlier announcements under this heading are covering letters only — no transcript was attached.

What they said about it, quarter by quarter

TopicQ2FY26Q3FY24Q3FY25Q3FY26Q4FY23Q4FY24Q4FY25Q4FY26
CapexCompanycontinues to remain debt- free and all capital expenditure is funded through internal accruals, As of 30 September 2025, we have maintained an …Sir the phase two capacity addition in EPS and XPS, so that will be completed by this June sir?The CapEx for that site is estimated at around INR 800 crore.Does it entail any incremental CAPEX or execution risk beyond what was originally estimated?It has a strong balance sheet with zero debt, and we are funding our CapEx of about Rs.Sir on to the Mass ABS, so we had align the CAPEX of almost 850 crore.a\,t okay, perfect, And, sir last question is on the cAPEX for FY26, sir, What is expected for FY26?Adequate arrangements have been made to ensure raw material availability going forward in the coming months, and the situation will ease only once the…
Capital allocation——Even I was trying to reach at L3% only, nol I7%, L8% of'2I:22 The next question is from Vipul Kumar Anupchand Shah from Sumangal lnvestments' Please g…—Lastly, the Board recommended a final dividend of Rs.Additionally, the Board of Directors has recommended a final dividend of Rs.7 per equity share for the financial year ending 2024.This reflects our strong balance sheet and prudent financial management, The Board of Directors have recommended a final dividend of Rs.7.50 per equit…The Board of Directors has recommended a final dividend of INR 8 per equity share along with the interim dividend of INR 2.5 per share declared earlie…
CostsAlso the processors generally avoid stocking material when there is a continuous fall in the raw material prices, This fall in the styrene monomer pri…Main raw materials styrene monomer prices were within the range during the quarter.And as far as upgrading the plant, automation of the plant, more and more automation of the plant to reduce the cost, that is an ongoing effort, which…—The decline in revenues and margins was primarily due to reducing global deltas between the price of raw materials and company's product price.But if you look at the breakup of the last year's inventory it was more of a raw material inventory.Sir this Xmold has a subsidiary, K-Polymer Private Limited, engaged entirely in trading plastic raw material.Because even in the month of March when the prices of the raw material increased and the shipments which were to be loaded, they were stopped. so, som…
Debt and cash——Next question is from Gargi from Value lnvestments. sir, wanted to understand that with the upcoming ABS product, do you expect the receivables, inven…——And, sir, just one last question from my side then I will jump back in the queue. lf you can just help me understand, because I was just going through…—And, sir, second question was on the operating cash flow' Look at the cash flow statement.
DemandThe volumes and margins were impacted due to extended monsoon leading to lower demand for cooling devices such as air conditioners and refrigerators, …This is more because of industries, who are consuming our materials, the demand from their side was low.Demand being there, we don't see that there would be any issues in marketing the product.Sir, second question is on the demand for EPS.Is there any fundamental change into the business which has led to such a steep rise into the spreads or whether the demand has gone up or some capaci…And as far as margins, margins are certainly better than the polystyrene business if the demand for ABS is good in the country.So, these three things put together, what is the volume visibility we see for F25 given the demand condition?(Gil whire the shipments from the Middle East were impacted during the month, compa.;X y' able to meet domestic demand through sufficient inventory ma…
GuidanceBut we expect that by the last quarter of the current financial year, it should stabilize.And we expect that they should continue to be that unless there is some big upheaval in the Gulf and something else happens in the external environmen…We expect that towards the third quarter of FY '26, we should be starting the project implementation at the site.Sir, considering the improvement in offstake from OE since December and also improvement in styrene prices, do you believe that 3rd Quarter performanc…Indian market is also growing, and we expect that the Indian market will also grow in line with our GDP.But sir, so considering now XPS expansion, special compounds also to be expanding still sir lower growth guidance as compared to this fiscal?We expect to grow around 13% in volumes this year And given the mix in changing due to the new business, any outlook on margin, sir?And consequent to this, suppose if the situation into the West Asia stabilizes, when are we expecting that to come to an end and subsequently in inven…
MarginThe total EBITDA including the income stood at Rs.The operational EBITDA is about Rs.95 crores with a margin at 8%.We export to the OEMS, we export to the XPS manufacturers. ln ltaly and in Greece, we export to some customer who uses it for XPS' Customers in Turkey…So both from a demand supply perspective and from a manufacturer margin perspective, cyclicality in this industry, right now we are seeing normalizati…209 crores which declined by 32% year on year, an increase by approximately 76% quarter-on-quarter basis and the EBITDA margin stood at 15.06% for the…The total EBITDA was reported around INR 194 crores, representing an increase of approximately 76% quarter-on-quarter and a decrease of around l-6% ye…L5% onyear-on-year basis, Total EBITDA was INR 163 crores, increasing ovet 40% on quarter- on-quarter basis, though it was down by t5.9% on year-on-ye…Should lassume it's L00% pass-through and customers are okay buying at that higher price and there's no hit on margin?
PeopleAnd currently, as we are told China is running all their polymer plants at 50% to 60% capacity utilizations.So, probably a situation could be that, even though we are at 100% utilization our absolute cost basis our power cost won't move up from the 60, 65 cr…But how quickly we can ramp up the full utilization level, sir?First is, so excluding the ABS capacity, we have achieved 80% utilization level in 3Q.Sir, the first question is on the utilization of the polystyrene and expandable polystyrene capacity.The company could increase its exports of manufactured products due to increase in production capacity, capacity utilization across all products were7…The capacity utilization for the year for all products put together was79%.Equipment which failed has been isolated and the collaborators have provided us some alternate arrangements by which we can operate original capacity …
PricingBut purely from a pricing perspective on ABS and incremental ramp up of your phase one, how do you look at business going forward for ABS for the indu…——But if I look at next two, three years and your experience into this industry, both in terms of volume growth, pricing and margins, like typically at …Again, in a compound business, the pricing could be as low as Rs.So, it's still not clear isn't why would customer switch from imported ABS to the supreme ABS, if there is no difference in the product the pricing wa…The second question is on the value-added polystyrene in last one of the conference calls you have explained us that, it commands some sort of premium…OEMs are buying, but then we are not entering into contracts at the moment because the situation is so fluid that what assumptions to be made now in t…
Revenue growthReduction in the top line is mainly due to lower raw material prices, which during the previous quarter prevailed in the range of sSso to 59s0, as aga…So, first is on the industry volume growth for polystyrene in Q3, because as we see that our volume growth was just 1.7% on Y-o-Y basis.And if polystyrene and EPS, both are commanding similar spreads and these 2 businesses, I believe, is around 70% to 80% ofthe total top line.And assuming that it is operational by the end of this current financial year, then we should be logging in growth of around 10% or so.My question was onto the top line and EBITDA growth for the next 2 to 3 years apart from the ABS business which will come by 2025-26.I will only talk about FY25 at the moment, FY25 we see a growth of around 8% to I0% in volumes.Sir, for FY26, we are assuming a volume growth of 15-16%. lf you can sir, break this down, how much the growth would be from the base business and wha…—