Supreme Power Equipment Ltd. · NSE:SUPREMEPWR

Supreme Power Equipment — H2 FY2026 Earnings Presentation

44 slides from Supreme Power Equipment's earnings presentation, Jun 1, 2026

  1. Slide 1: Regulation 30 filing cover letter to NSE

    Date: 01.06.2026 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 (Listin

  2. Slide 2: Transforming Capacity Into Growth

    SREL Supreme Power Equipment Limited TRANSFORMING Capacity Into Growth ‘Suprome Power Equipment Limited Investor Presentation

  3. 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

  4. Slide 4: Management Commentary On H2 & 12M FY26 Financial Performance

    Management Commentary On H2 & 12M FY26 Financial Performance Mr. Vee Rajmohan Chairman & Managing Director “We are pleased to report another strong year of performance with FY26 consolidated total revenue rising to ₹182.10 Cr and net profit reaching ₹20.44 Cr. We are happy to have achieved our targe

  5. Slide 5: H2 FY26 Consolidated Financial Highlights

    H2 FY26 Consolidated Financial Highlights Total Income EBITDA EBITDA Margin Net Profit Net Profit Margin 100.00% 25.00 12.49% 16.00 120.00 18.94% 17.81% 106.75 12.00% 0.00% 14.00 10.33% 19.01 100.00 20.00 12.00 -100.00% 11.03 7.00% 80.00 75.36 14.27 9.41 10.00 15.00 -200.00% 8.00 60.00 2.00% 10.00 6

  6. Slide 6: FY26 Consolidated Financial Highlights

    FY26 Consolidated Financial Highlights Total Income EBITDA EBITDA Margin Net Profit Net Profit Margin 14.00% 45.00 12.44% 30.00 19.44% 20.00% 182.10 40.00 18.28% 12.00% 11.22% 33.29 25.00 35.00 149.54 10.00% 30.00 29.07 15.00% 20.44 20.00 18.60 8.00% 25.00 15.00 10.00% 20.00 6.00% 15.00 10.00 4.00%

  7. Slide 7: H2 & 12M FY26 Consolidated Financial Highlights

    H2 & 12M FY26 Consolidated Financial Highlights In ₹ Cr Particulars H2 FY26 H1 FY26 H-o-H FY26 FY25 Y-O-Y Revenues 106.45 75.19 181.64 148.72 Other Income 0.30 0.16 0.46 0.82 Total Income 106.75 75.36 41.66% 182.10 149.54 21.78% Raw Material Expenses 80.13 55.26 135.40 111.76 Employee costs 2.36 2.1

  8. Slide 8: H2 & 12M FY26 Standalone Financial Highlights

    H2 & 12 M FY26 Standalone Financial Highlights In ₹ Cr Particulars H2 FY26 H1 FY26 H-o-H FY26 FY25 Y-O-Y Revenues 109.42 80.66 190.08 144.80 Other Income 1.37 0.97 2.34 3.56 Total Income 110.79 81.63 35.72% 192.41 148.35 29.70% Raw Material Expenses 86.45 62.63 149.08 114.10 Employee costs 2.80 1.52

  9. Slide 9: SPEL – Entering a Scalable, High-Margin Growth Phase

    SPEL – Entering a Scalable, High-Margin Growth Phase Entering a new growth phase driven by capacity expansion, entry into higher-value transformers, and expanding market opportunities. 3.5x Capacity Expansion 2,500 MVA → 9,000 MVA High-Value Segment Entry Transformers Up to 200 MVA / 220 kV ₹ 588.17

  10. Slide 10: Supreme Power Equipment @ Glance

    Supreme Power Equipment @ Glance Supreme Power Equipment Limited (SPEL) is a transformer manufacturing company with over three decades of experience, delivering integrated solutions across power generation, transmission, distribution, and renewable energy segments. With an expanded manufacturing cap

  11. Slide 11: Key Facts & Figures

    Key Facts & Figures 3 2 9,000 MVA Upto 200 MVA 220 KV 9 Decades Of Manufacturing Manufacturing Eligible Transformer Types Of Experience Facilities Capacity Class Transformers manufactured 4 880 35+ 20,800+ ₹ 588.17 Cr State Presence No of Clients Sector Served Units Transformer & Order Book Supplied

  12. Slide 12: A Timeline Of Supreme Power Equipment

    A Timeline Of Supreme Power Equipment 2000 2026 2015 2024 New management improved Commenced operations at design, manufacturing, and Expanded manufacturing and Crossed ₹113 Cr revenue new Kannur facility, enabling marketing capabilities, testing capabilities up to 25 milestone and began focusing hig

  13. Slide 13: Founders Of SPEL

    Founders Of SPEL Vee Rajmohan K V Pradeep Kumar (Chairman & Managing Director (Whole Time Director | 30+ Years Experience) | 30+ Years Experience) Founder of Supreme Power Equipment's and instrumental in its Core member in building the company since inception with evolution from a partnership firm t

  14. Slide 14: Board of Directors & KMPs

    Board of Directors & KMPs Devaraja Iyer Krishna Iyer Perumal Ravikumar Saimathy Soupramanien Non-Executive, Non-Independent Independent Director |33 Years Independent Director Director | 46 Years Experience Experience | 25+ Years Experience Extensive experience in electrical power Strong background

  15. Slide 15: Business Model Supreme Power Equipment Limited

    Business Model Supreme Power Equipment Limited Supreme Power Equipment Limited is engaged in the design, manufacturing, and supply of power and distribution transformers, catering to power transmission, distribution, renewable energy, and industrial infrastructure projects. Customer Segments Executi

  16. Slide 16: Power Sector Value Chain & SPEL's Role

    Power Sector Value Chain & SPEL’s Role SPEL’s transformers are used across the entire power value chain — from power generation to end-user electricity distribution. Power Generation Transmission Distribution End User SPEL Generator SPEL Power Transformers Transformer SPEL Distribution Transformer C

  17. Slide 17: Diversified Industry Presence

    Diversified Industry Presence SPEL Serving power, infrastructure, industrial & renewable ecosystems Power Transmission Renewable Industrial & Infrastructure Generation & Distribution Energy Manufacturing & Commercial Thermal | Solar | Utilities & Solar parks & Steel | Cement | Metro | Airports | Win

  18. Slide 18: A Spectrum Of Transformers Manufactured By SPEL

    Engineered Excellence: A Spectrum Of Transformers Manufactured By SPEL Power Generator Windmill Distribution Transformer Transformer Transformer Transformer Capacity Function Purpose Voltage Up to 200 MVA | 220 kV Generator → Grid transfer Wind energy applications Low voltage distribution Use Case U

  19. Slide 19: Specialized & Application Transformers

    Specialized & Application Transformers Isolation Solar Energy Efficient Converter & Rectifier Transformer Tanks Transformer Transformer Transformer Transformer & Accessories Function Purpose Focus Function Component Electrical isolation Solar grid integration Low losses AC → DC conversion Tank & coo

  20. Slide 20: End-to-End In-House Manufacturing Process

    End-to-End In-House Manufacturing Process SPEL follows an end-to-end in-house manufacturing process ensuring quality control, execution efficiency, and timely delivery. Coil Winding Insulation Core Coil Assembly Connection Tanking & Final Assembly Testing & Quality Control Control Panel Assembly Fin

  21. Slide 21: Advanced Manufacturing Infrastructure

    Advanced Manufacturing Infrastructure Thirumazhisai, Tamil Nadu Kannur, Tamil Nadu Location: Thiruvallur District Location: SIDCO Industrial Estate, Chennai Capacity: 6,000–6,500 MVA p.a. Capacity: ~2,500 MVA p.a. Rating: Up to 200 MVA | 220 kV Rating: Up to 25 MVA | 132 kV Investment: ~₹100 Cr Faci

  22. Slide 22: Kannur Facility – Growth Transformation Driver

    Kannur Facility – Growth Transformation Driver Entry into high-capacity, high-voltage transformer segment with higher entry barriers Particulars Earlier Now Capacity 2,500 MVA 9,000 MVA Transformer Rating Up to 50 MVA Up to 200 MVA Voltage Up to 132 kV Up to 220 kV Transmission + Market Distribution

  23. Slide 23: Ensuring Excellence, Certifying Quality

    Ensuring Excellence, Certifying Quality State Empanelment Marquee Clients Tamil Nadu Kerala Karnataka Andhra Pradesh Investor Presentation 22

  24. Slide 24: Client Testimonials

    Client Testimonials M/s. Supreme Power Equipment Limited is a Supreme Power Equipment Limited completed regular supplier of distribution transformers to the supply of transformers, which were TANGEDCO and has successfully executed orders commissioned successfully and are performing within delivery s

  25. Slide 25: SPEL Marquee Turnkey Projects

    SPEL Marquee Turnkey Projects Project Name: Win Wind Energy Ltd Project Name: Wind Mill SS Project Name: Win Wind Energy Ltd Client: SIEMENS Client: Vestas Client: Vestas Location: Periapalayam, Chennai Location: Surandai Location: Chennai Transformer Rating: 1250 KVA Transformer Rating: 950 KVA Tra

  26. Slide 26: Recent Order Wins & Order Updates

    Recent Order Wins & Order Updates SPEL has secured multiple transformer orders from EPC companies and state utilities, strengthening its order book and revenue visibility. Order Value Customer Product Execution ₹71.31 Cr TNPDC (Danya Electric) Distribution Transformers 12–18 Months ₹25.70 Cr EPC Com

  27. Slide 27: Danya Electric – Execution Backbone

    Danya Electric – Execution Backbone Danya Electric Company is 90% subsidiary strengthening manufacturing & execution capabilities ❑ Manufacturing & supply support ❑ Executes EPC & utility orders ❑ Handles higher volumes & timelines Role in SPEL’s ❑ Expands customer reach Operations ❑ Additional exec

  28. Slide 28: Sustainable Competitive Advantage

    Sustainable Competitive Advantage Integrated Manufacturing Strong EPC & Utility High Entry Barrier Segment Advantage Relationships ❑ Capability up to 200 MVA / ❑ End-to-end in-house ❑ Established vendor 220 kV production & testing base with utilities ❑ Limited competition in ❑ Faster execution & ❑ R

  29. Slide 29: Future Direction & Strategy

    Future Direction & Strategy SPEL’s strategy is focused on scaling operations, entering higher-value transformer segments, expanding geographically, and improving margins through better product mix and operational efficiency Shift Towards High-Capacity Transformers Scale Up Order Size & Revenue Visib

  30. Slide 30: Key Risks & Mitigation Framework

    Key Risks & Mitigation Framework Risk Mitigation Customer Concentration (EPC & Utilities) Diversifying into private sector & industrial clients Working Capital Intensity Improving customer mix & tightening execution cycles Raw Material Price Volatility (Copper, Steel, CRGO) Pass-through clauses & st

  31. Slide 31: Certifications & Awards

    Certifications & Awards MSME Ratna Award Sustainable & Green MSME Award ISO 9001:2015 ISO 14001:2015 ISO 45001:2018 MSME Ratna Award – Electronics Innovation and Engineering Excellence Investor Presentation 30

  32. Slide 32: Power Sector Snapshot – Key Metrics at a Glance

    Power Sector Snapshot – Key Metrics at a Glance Peak Power Demand Electricity Renewable Capacity Installed Capacity (FY26E) Consumption Growth Addition (FY26) 505 GW 277 GW Up from 243 GW in 7.4% CAGR (FY21–FY25) 20.1 GW (Apr–Aug) 3rd largest globally 2024 | Record 250 GW met in 1,694 BU in FY25 +12

  33. 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

  34. Slide 34: Power Sector Growth: Opportunities for Supreme Power Equipment Limited

    Power Sector Growth: Opportunities for Supreme Power Equipment Limited Total generation in India (BU) ❑ India is the third-largest producer and consumer of electricity worldwide, 1824 1739 with an installed power capacity of ~514 GW as of December 31, 2025. 1624 1492 1389 1234 ❑ Renewable energy con

  35. Slide 35: Competitive Landscape Overview

    Competitive Landscape Overview Supreme Power Equipment Transformers & Rectifiers India Particular Voltamp Transformers Limited Indo Tech Transformers Limited Limited Limited Plant Location Chennai, Tamilnadu Vadodara, Gujrat Ahmedabad, Gujrat Kancheepuram, Tamilnadu Max Transformer Rating up to120 M

  36. Slide 36: Financial Highlights

    Financial Highlights Year On Year Fixed Asset Interest Return on Year on Year Revenue Growth Turnover Coverage Equity Profit Growth 22.14% 1.52 Times 10.42 Times 17.49% 9.23% Return on capital Debt to Book Employed Equity Value 18.76% 0.42 Times ₹ 47.30 Investor Presentation 35

  37. Slide 37: Standalone Profit & Loss Statement

    Standalone Profit & Loss Statement In ₹ Cr Particulars FY24 FY25 FY26 Revenues 107.18 144.80 190.08 Other Income 2.78 3.56 2.34 Total Income 109.96 148.35 192.41 Raw Material Expenses 82.83 114.10 149.08 Employee costs 1.91 3.07 4.32 Other expenses 5.19 4.85 8.03 Total Expenditure 89.93 122.02 161.4

  38. Slide 38: Standalone Revenue Mix Analysis

    Standalone Revenue Mix Analysis 120% Product Wise Revenue Bifurcation Customer Segment Revenue Contribution Top Ten Customers Contribution ₹ 107.17 Cr ₹ 144.79 Cr ₹ 190.08 Cr ₹ 107.17 Cr ₹ 144.79 Cr ₹ 190.08 Cr ₹ 107.17 Cr ₹ 144.79 Cr ₹ 190.08 Cr 100% 5.55% 19.31% 20.32% 27.58% 80% 34.45% 32.14% 23.

  39. Slide 39: Consolidated Profit & Loss Statement & Cashflow Statement

    Consolidated Profit & Loss Statement & Cashflow Statement In ₹ Cr Particulars FY24 FY25 FY26 Revenues 113.46 148.72 181.64 Other Income 0.13 0.82 0.46 Total Income 113.59 149.54 182.10 Raw Material Expenses 81.36 111.76 135.40 Employee costs 2.43 3.27 4.54 Other expenses 6.47 5.45 8.88 Total Expendi

  40. Slide 40: Consolidated Balance Sheet

    Consolidated Balance Sheet In ₹ Cr Equities & Liabilities FY24 FY25 FY26 Assets FY24 FY25 FY26 Equity 24.99 24.99 24.99 Non Current Assets Reserves 48.91 67.51 93.22 Fixed assets 119.71 24.67 63.97 Non Controlling Interests 3.38 3.69 4.07 Non Current Investments 0.00 0.00 0.00 Net Worth 73.90 92.50

  41. Slide 41: Consolidated Key Ratios

    Consolidated Key Ratios In % In % In Time In Time Current Ratio ROE ROCE Trade Receivables Turnover 2.33 3.88 19.35% 20.46% 27.60% 25.70% 3.29 1.69 17.49% 1.28 18.76% 1.73 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 In Time In Time In ₹ In ₹ Debt to Equity Interest Coverage Book Valu

  42. Slide 42: SPEL SWOT Analysis

    SPEL SWOT Analysis Strengths Weaknesses 3+ decades experience with strong EPC contractor & state utility Working capital intensive due to project-based execution model relationships Dependence on EPC contractors & government utilities affecting cash Capacity expansion to ~9,000 MVA enabling larger,

  43. Slide 43: Stock Data

    Stock Data As On 01-06-2026 As On 31-03-2026 NSE: SUPREMEPWR Share Holding Pattern Share Price (₹) 234.55 43% Market Capitalization (₹ Cr) 586.17 Promoter & Promoter Group No. of Shares Outstanding 2,49,91,135 Public Face Value (₹) 10.00 57% 52 weeks High-Low (₹) 291.35 / 130.55 Share Performnce Fro

  44. Slide 44: Supreme Power Equipment Limited contact details

    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@supremepower.in E

Supreme Power Equipment — H2 FY2026 Earnings Presentation on 6ix