Supreme Power Equipment Ltd. · NSE:SUPREMEPWR
Supreme Power Equipment — Q3 FY26 Earnings Presentation
50 slides from Supreme Power Equipment's earnings presentation, Feb 10, 2026
Slide 1: Regulation 30 announcement letter to NSE
Date:10.02.2026 To, National Stock Exchange of India Ltd. Exchange Plaza, 5th Floor, Plot No. C /1, G Block, Bandra - Kurla Complex, Bandra (E), Mumbai – 400 051, Maharashtra, India. Scrip Symbol: SUPREMEPWR Subject: Announcement under Regulation 30 of Securities and Exchange Board of India (Listing
Slide 2: Supreme Power Equipment Limited Q3 FY26 Investor Presentation
Supreme Power Equipment Limited Q3 FY26 Investor Presentation
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the Presentation), which have been prepared by Supreme Power Equipment Limited (Supreme, SPEL, The Company) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securit
Slide 4: Q3 FY26 Operational & Financial Highlight
Q3 FY26 Operational & Financial Highlight
Slide 5: Q3 FY26 Operational Highlights
Q3 FY26 Operational Highlights Karnataka – Strengthening EPC Tamil Nadu – Scaling Utility Order Pipeline Distribution Business • Order Value: ~₹24.63 Cr • Order Value: ~₹4.19 Cr • Scope of Project: Supply of 20 MVA • Scope of Project: Manufacturing and Power Transformers across 110/11 KV supply of 7
Slide 6: National Recognition – MSME Ratna Awards
National Recognition – MSME Ratna Awards SPEL Received MSME Ratna Award – Engineering Excellence Recognition • Recognition: MSME Ratna Award – Electronics Innovation and Engineering Excellence • Awarded By: Chamber of Indian MSME • Significance: Recognizes product quality, engineering capability and
Slide 7: Management Commentary On Q3 & 9M FY26 Financial Performance
Management Commentary On Q3 & 9M FY26 Financial Performance Mr. Vee Rajmohan Chairman & Managing Director “We are pleased to share that we delivered a steady financial performance during Q3 and 9M FY26, with consolidated 9M income and profitability standing at ₹111.38 Cr and ₹12.78 Cr respectively,
Slide 8: Q3 FY26 Consolidated Financial Highlights
Q3 FY26 Consolidated Financial Highlights Total Income EBITDA EBITDA Margin Net Profit Net Profit Margin 8.00 16.00% 8.00 100.00% 40.00 16.94% 14.66% 36.03 7.00 14.00% 7.00 0.00% 35.00 31.37 6.00 6.00 12.00% 30.00 5.32 5.28 -100.00% 10.12% 5.00 5.00 9.37% 10.00% 25.00 4.00 8.00% 4.00 -200.00% 3.38 2
Slide 9: 9M FY26 Consolidated Financial Highlights
9M FY26 Consolidated Financial Highlights Total Income EBITDA EBITDA Margin Net Profit Net Profit Margin 20.00 16.00% 25.00 100.00% 111.38 19.29% 17.56% 18.00 14.00% 0.00% 20.00 19.56 16.00 11.49% 11.48% 12.00% 89.98 17.35 14.00 -100.00% 12.78 10.00% 12.00 15.00 10.34 10.00 8.00% -200.00% 10.00 8.00
Slide 10: Q3 & 9M FY26 Consolidated Financial Highlights
Q3 & 9M FY26 Consolidated Financial Highlights In ₹ Cr Particulars Q3 FY26 Q3 FY25 Y-O-Y 9M FY26 9M FY25 Y-O-Y Revenues 35.83 29.11 111.03 87.24 Other Income 0.20 2.27 0.36 2.74 Total Income 36.03 31.37 14.83% 111.38 89.98 23.78% Raw Material Expenses 27.35 23.56 82.62 64.21 Employee costs 1.08 0.61
Slide 11: Q3 & 9M FY26 Standalone Financial Highlights
Q3 & 9M FY26 Standalone Financial Highlights In ₹ Cr Particulars Q3 FY26 Q3 FY25 Y-O-Y 9M FY26 9M FY25 Y-O-Y Revenues 37.78 27.52 82.35 118.44 Other Income 0.83 2.70 1.79 4.61 Total Income 38.61 30.22 27.76% 120.23 86.96 38.27% Raw Material Expenses 30.81 23.14 93.44 63.96 Employee costs 1.04 0.56 2
Slide 12: Company Overview
Company Overview
Slide 13: Supreme Power Equipment @ Glance
Supreme Power Equipment @ Glance Supreme Power Equipment Limited, a Tamil Nadu-based company originally founded as a partnership firm in 1994 under the name “Supreme Power Equipments” and later incorporated as company under the name "Supreme Power Equipment Private Limited" in 2005. SPEL has been op
Slide 14: Key Facts
Key Facts 3 35+ 19,895+ Decades Of Experience Sector Served Units Manufactured & Supplied Q3 FY26 (Consol) ₹311.11 Cr CRISIL BBB-/Stable Total Revenue ₹ 36.03 Cr Order Book Long Term Rating (as on 09th Feb 2026) EBITDA ₹ 5.28 Cr Net Profit ₹ 3.38 Cr 13 Q3 FY26 Investor Presentation
Slide 15: A Timeline Of Supreme Power Equipment
A Timeline Of Supreme Power Equipment 2024 2025 Started focusing on Larger The company got approved as A vendor for power Transformers. Kerala state electricity board expanding its presence in the region 2023 The company transitioned from a Private Limited Company to a Public Limited and got listed
Slide 16: National Recognition – MSME Ratna Awards 2025
National Recognition – MSME Ratna Awards 2025 Category Sustainable & Green MSME Award 15 Q3 FY26 Investor Presentation
Slide 17: Ensuring Excellence, Certifying Quality
Ensuring Excellence, Certifying Quality The Company holds ISO 9001:2015, ISO 14001:2015, and ISO 45001:2018 certifications. The Quality Management System of the company has been certified by TUV/QACS. Additionally, CPRI ("Central Power Research Institute") has conducted type testing on the company's
Slide 18: State Of The Art Manufacturing Facilities
State Of The Art Manufacturing Facilities Core Building Winding Machine Shearing Machine Manufacturing Bay Transformer Production Testing RTCC Panel Assembly Ready for Dispatch 17 Q3 FY26 Investor Presentation
Slide 19: SPEL’s Transformative Expansion Project
SPEL’s Transformative Expansion Project SPEL is undergoing a transformative expansion Expansion Overview: to develop a state-of-the-art facility, enhancing Facility Size: 6 acres production capacity, broadening market reach, Timeline: Operational by Approx Q4 FY26 and unlocking new business opportun
Slide 20: Ensuring Excellence, Certifying Quality
Ensuring Excellence, Certifying Quality 19 Q3 FY26 Investor Presentation
Slide 21: SPEL’s Pillars Of Success
SPEL’s Pillars Of Success Contracts Organized Experienced Wide Highly crafted Cordial Capable Well-equipped Quality from and focused and Strong product and well- relations with Technical manufacturing assurance governments marketing Management portfolio engineered our customers Personnel facilities
Slide 22: Business Overview
Business Overview
Slide 23: Engineered Excellence: A Spectrum Of Transformers Manufactured By SPEL
Engineered Excellence: A Spectrum Of Transformers Manufactured By SPEL Power Transformer Generator Transformer Windmill Transformer Power transformers are vital components Generator transformers are vital components in Windmill transformers play a vital role in ensuring in electrical power systems,
Slide 24: Engineered Excellence: A Spectrum Of Transformers Manufactured By SPEL
Engineered Excellence: A Spectrum Of Transformers Manufactured By SPEL Distribution Transformer Isolation Transformer Solar Transformer Distribution transformers are vital Isolation transformers are essential for electrical Solar transformers are critical components in components in the electrical d
Slide 25: Engineered Excellence: A Spectrum Of Transformers Manufactured By SPEL
Engineered Excellence: A Spectrum Of Transformers Manufactured By SPEL Energy Efficient Transformer Converter And Rectifier Transformer Tanks & Accessories Of Transformers Energy-efficient transformers are designed to Converter transformers and rectifier transformers Oil Cooled Transformers are desi
Slide 26: Product Wise Revenue Bifurcation
Product Wise Revenue Bifurcation In % FY23 FY24 FY25 7% 5% 14% 40% 18% 40% 50% 55% 42% 28% Distribution Transformer and Energy Efficient Transformer Power Transformers Inverter Duty Transformers (Solar) Other In ₹ Cr Particulars FY23 FY24 FY25 Distribution Transformer and Energy Efficient Transforme
Slide 27: Vendor Approval By The Kerala State Electricity Board
Vendor Approval By The Kerala State Electricity Board SPEL, has been officially approved as a vendor by the Kerala State Electricity Board The approval unlocks opportunities to serve Kerala State Electricity Board Local governing bodies Licensed contractors Private buyers Aligned with Kerala's Power
Slide 28: Management Overview
; 7) == 2 Management Overview,
Slide 29: Board Of Directors
Board Of Directors o He has delved deep into the intricacies of electrical transformers, manufacturing, and applications. Vee Rajmohan o With an extensive and storied career, he has gone beyond the drawing board, overseeing the manufacturing process and ensuring Chairman And adherence to stringent i
Slide 30: Industry Overview
Industry Overview
Slide 31: Energizing the Globe: Transformer Market's Global Rise
Energizing the Globe: Transformer Market's Global Rise Transformers Market Size (USD Bn) 124.19 o The global transformers market size is calculated at USD 63.13 billion in 2024 and is estimated to be worth around USD 124.19 billion by 2034, growing at a CAGR of 7% between 2024 and 2034. CAGR>7% o La
Slide 32: Empowering India's Future: Transforming The Transformer Industry
Empowering India's Future: Transforming The Transformer Industry Indian Transformer Market Size India Transformer Market (USD Bn) o The Indian power and distribution transformer market was valued at around USD 3.97 billion in 2023. It is expected to grow to around USD 8.41 billion by 2030, with a co
Slide 33: Empowering India's Grid: Transformer Market Thrives In 2024-25
Empowering India's Grid: Transformer Market Thrives In 2024-25. Capacity Augmentation Boosts Demand Attractive Opportunities India’s power-generation target is estimated to be 1,900 BUs in FY25, up from The Union Budget of 2025-26 has allocated Rs. 1,500 crore (US$ 1,738.828 BUs of actual generation
Slide 34: Power Sector Growth: Opportunities for Supreme Power Equipment Limited
Power Sector Growth: Opportunities for Supreme Power Equipment Limited 1,824 1824 1739 1624 1492 o India is the third-largest producer and consumer of electricity worldwide, 1389 with an installed power capacity of 466.24 GW as of January 31, 2025. 1234 o Renewable energy contributions include 85.47
Slide 35: India's Power Substation Expansion Plan
India's Power Substation Expansion Plan • As of 31st March 2022, the country had a total of 39,965 power substations (66/11 kV, 33/11 kV, and 22/11 kV) with an installed capacity of 4,82,810 MVA. • Between 2022-23 and 2029-30, it is planned to add 12,192 new substations, resulting in a capacity incr
Slide 36: Financial Overview
Financial Overview
Slide 37: Standalone Financial Highlights
Standalone Financial Highlights Total Income EBITDA EBITDA Margin Net Profit Net ProfitMargin 35.00 25 148.35 13.89 19.94 14 20 12.73 12.54 18.21 17.75 30.00 20 12 26.33 18.60 109.96 25.00 15 10 20.03 15 14.00 20.00 77.90 8 15.54 10 10.82 15.00 10 6 10.00 4 5 5 5.00 2 0.00 0 0 0 FY23 FY24 FY25 FY23
Slide 38: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement In ₹ Cr Particulars FY23 FY24 FY25 Revenues 75.53 107.18 144.80 Other Income 2.37 2.78 3.56 Total Income 77.90 109.96 148.35 Raw Material Expenses 58.02 82.83 114.10 Employee costs 1.00 1.91 3.07 Other expenses 3.34 5.19 4.85 Total Expenditure 62.36 89.93 122.02 EB
Slide 39: Standalone Balance Sheet
Standalone Balance Sheet In ₹ Cr Equities & Liabilities FY23 FY24 FY25 Assets FY23 FY24 FY25 Equity 3.96 24.99 24.99 Non Current Assets Reserves 14.10 48.91 67.51 Fixed assets 2.60 20.95 60.24 Net Worth 18.06 73.90 92.50 Non Current Investments 2.31 13.77 12.77 Non Current Liabilities Other Non Curr
Slide 40: Standalone Cash Flow Statement
Standalone Cash Flow Statement In ₹ Cr Particulars FY23 FY24 FY25 Cash from Operation 4.85 (6.28) 37.02 Cash from Investments (2.22) (31.52) (39.72) Cash from Financing (2.92) 37.78 8.44 Net Cash Flow (0.29) (0.02) 5.75 39 Q3 FY26 Investor Presentation
Slide 41: Standalone Key Ratios
Standalone Key Ratios In % In % ROE ROCE 59.94 58.52 24.71 23.84 18.95 20.11 FY23 FY24 FY25 FY23 FY24 FY25 In Time In Time Debt to Equity Interest Coverage 0.45 13.07 10.54 9.42 0.18 0.08 FY23 FY24 FY25 FY23 FY24 FY25 Note: Figures are post IPO 40 Q3 FY26 Investor Presentation
Slide 42: Standalone Key Ratios
Standalone Key Ratios In Time In Time Trade Receivables Turnover Current Ratio 3.32 3.08 2.06 1.54 1.47 1.87 FY23 FY24 FY25 FY23 FY24 FY25 In ₹ In ₹ Book Value EPS 45.62 27.34 37.01 29.57 7.12 7.44 FY23 FY24 FY25 FY23 FY24 FY25 Note: Figures are post IPO 41 Q3 FY26 Investor Presentation
Slide 43: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement In ₹ Cr Particulars FY23 FY24 FY25 Revenues 99.76 113.46 148.72 Other Income 0.15 0.13 0.82 Total Income 99.91 113.59 149.54 Raw Material Expenses 76.05 81.36 111.76 Employee costs 1.36 2.43 3.27 Other expenses 4.19 6.47 5.45 Total Expenditure 81.60 90.26 120.47
Slide 44: Consolidated Balance Sheet
Consolidated Balance Sheet In ₹ Cr Equities & Liabilities FY23 FY24 FY25 Assets FY23 FY24 FY25 Equity 3.96 24.99 24.99 Non Current Assets Reserves 14.10 48.91 67.51 Fixed assets 4.63 24.67 63.97 Non Controlling Interests 3.55 3.38 3.69 Non Current Investments 0.00 0.00 0.00 Net Worth 18.06 73.90 92.
Slide 45: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement In ₹ Cr Particulars FY23 FY24 FY25 Cash from Operations 5.25 (10.73) 39.36 Cash from Investments 0.23 (22.16) (40.57) Cash from Financing (0.37) 27.40 6.95 Net Cash Flow 5.11 (5.49) 5.74 44 Q3 FY26 Investor Presentation
Slide 46: Revenue Bifurcation
Revenue Bifurcation In % FY23 FY24 FY25 26.35 34.93 40.59 59.41 65.07 73.65 Govt Others In ₹ Cr Particulars FY23 FY24 FY25 Government Tenders 44.87 37.44 38.16 Other Than Government Tenders 30.66 69.73 106.63 Total 75.53 107.17 144.79 45 Q3 FY26 Investor Presentation
Slide 47: Top Ten Customers Contribution
Top Ten Customers Contribution In % FY23 FY24 FY25 17.26 20.31 34.45 65.55 82.74 79.68 Top 10 Clients Others In ₹ Cr Particulars FY23 FY24 FY25 Top 10 Customers 64.45 85.40 94.91 Other Customers 11.08 21.77 49.88 Total 75.53 107.17 144.79 46 Q3 FY26 Investor Presentation
Slide 48: Stock Data
Stock Data As On 03-02-2026 As On 31-12-2025 NSE: SUPREMEPWR Share Holding Pattern Share Price (₹) 183.10 43% Market Capitalization (₹ Cr) 457.59 Promoter & Promoter No. of Shares Outstanding 2,49,91,135 Group Public Face Value (₹) 10.00 57% 52 weeks High-Low (₹) 240.05 / 100.00 Share Performnce Fro
Slide 49: Investment Rationale
Investment Rationale With a strong order book valued at around ₹ 311 Cr, Supreme Power Equipment enjoys consistent demand for its products and services. SPEL is undertaking a major expansion project, with a 6-acre facility set to increase its manufacturing capacity from 2,500 MVA to 9,000 MVA per ye
Slide 50: Thank You
Thank You Supreme Power Equipment Limited Kirin Advisors Private Limited No.55, Sidco Industrial Estate, Thirumazhisai, 713-B, Lodha Supremus II, Wagle Estate, Chennai — 600 124. Tamil Nadu, India Thane (W) – 400 604, Mumbai, India Phone: +91 94442 37858 Phone: +91 022 4100 2455 E-mail: info@supreme
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