Supreme Power Equipment Ltd. · NSE:SUPREMEPWR
Supreme Power Equipment — H1 FY26 Earnings Presentation
54 slides from Supreme Power Equipment's earnings presentation, Nov 18, 2025
Slide 1: NSE filing cover letter - Regulation 30 announcement
Date:18.11.2025 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 H1 FY26 Investor Presentation
Supreme Power Equipment Limited H1 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: H1 FY26 Operational & Financial Highlight
H1 FY26 Operational & Financial Highlight
Slide 5: H1 FY26 Operational Snapshot
H1 FY26 Operational Snapshot 14 ₹ 175.61 Cr ₹ 230 Cr Orders Secured Aggregate Value Order Book Value (As on 30th September 2025) Sectors Utilities Industrial EPC Renewable Expanded Repeat orders from Strengthened Footprint In Tamil into Steel sector with TANTRANSCO, TNPDCL, Nadu, Kerala & Karnataka;
Slide 6: Major Orders From Utility Segment
Major Orders From Utility Segment Tamil Nadu Transmission Tamil Nadu Power Distribution KSEBL Corporation Limited Corporation Limited (via Danya Electric) Order Value: ₹ 4.15 Cr Order Value: ₹ 4.48 Cr Order Value: ₹ 15.25 Cr Scope of Project: Supply of 1 Scope of Project: Scope of Project: Supply of
Slide 7: Key Operational Highlights
Key Operational Highlights Order Awarded By Order Value Scope of Project Significance Marks entry into Telangana, 8 Nos. 20 MVA, 110/33–11 kV EPC Company, Telangana ₹ 19.82 Cr expanding geographic reach Power Transformers in South India 2 Nos. 20 MVA, 66/11 kV & 2 Introduces new-capacity Power Compa
Slide 8: Key Operational Highlights
Key Operational Highlights Order Awarded By: Order Awarded By: Order Awarded By: TNPDCL TNPDCL NLC India Limited (NIL) First-ever order from NLC India Limited to Supreme Power Equipment. Order Value Order Value Order Value ₹ 6.05 Cr For Supreme Power Equipment ₹10.00 Cr ₹ 60.90 Cr Limited ₹ 4.71 Cr
Slide 9: Key Operational Highlights
Key Operational Highlights Order Awarded By: Order Awarded By: Order Awarded By: KPTCL PROJECTS Renewable Power Project Company Renewable Power Project Company First project in Karnataka State, marking a major milestone. Order Value Order Value Order Value ₹ 7.56 Cr ₹ 8.80 Cr ₹ 8.56 Cr Scope of Proj
Slide 10: Management Commentary On H1 FY26 Financial Performance
Management Commentary On H1 FY26 Financial Performance Mr. Vee Rajmohan Chairman & Managing Director We are pleased to share that Supreme Power Equipment Limited delivered a strong performance in the first half of FY26, with consolidated revenue rising by 28.58% year- on-year and profit after tax gr
Slide 11: H1 FY26 Consolidated Financial Highlights
H1 FY26 Consolidated Financial Highlights Total Income EBITDA EBITDA Margin Net Profit Net Profit Margin 16.00% 20.00 100.00% 14.00 75.36 18.00 20.53% 18.94% 14.00% 12.49% 0.00% 16.00 12.00 12.17% 14.27 12.00% 58.61 14.00 9.41 10.00 -100.00% 12.03 10.00% 12.00 8.00 10.00 -200.00% 7.13 8.00% 8.00 6.0
Slide 12: H1 FY26 Consolidated Financial Highlights
H1 FY26 Consolidated Financial Highlights In ₹ Cr Particulars H1 FY26 H1 FY25 Y-O-Y Revenues 75.19 58.16 Other Income 0.16 0.45 Total Income 75.36 58.61 28.58% Raw Material Expenses 56.53 43.37 Employee costs 2.18 1.47 Other expenses 2.37 1.73 Total Expenditure 61.08 46.58 EBITDA 14.27 12.03 18.63%
Slide 13: H1 FY26 Standalone Financial Highlights
H1 FY26 Standalone Financial Highlights In ₹ Cr Particulars H1 FY26 H1 FY25 Y-O-Y Revenues 80.66 54.83 Other Income 0.97 1.91 Total Income 81.63 56.74 43.87% Raw Material Expenses 63.80 41.45 Employee costs 1.52 0.81 Other expenses 2.81 4.02 Total Expenditure 68.13 46.28 EBITDA 13.49 10.45 29.12% Fi
Slide 14: Company Overview
Company Overview
Slide 15: 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 16: Key Facts
Key Facts 3 28+ 19,027+ Decades Of Experience Sector Served Units Manufactured & Supplied H1 FY26 (Consol) ₹230 Cr CRISIL BBB-/Stable Total Revenue ₹75.36 Cr Order Book Long Term Rating (as on 30th Sept 2025) EBITDA ₹ 14.27 Cr Net Profit ₹ 9.41 Cr 15 H1 FY26 Investor Presentation
Slide 17: 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 18: National Recognition – MSME Ratna Awards 2025
National Recognition – MSME Ratna Awards 2025 Category Sustainable & Green MSME Award 17 H1 FY26 Investor Presentation
Slide 19: 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 20: 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 19 H1 FY26 Investor Presentation
Slide 21: 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: Fully operational by Dec 2025; and unlocking new business opportu
Slide 22: Ensuring Excellence, Certifying Quality
Ensuring Excellence, Certifying Quality 21 H1 FY26 Investor Presentation
Slide 23: 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 24: Business Overview
Business Overview
Slide 25: 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 26: 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 27: 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 28: 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 29: Recent Order Acquisitions
Recent Order Acquisitions Order TANGEDCO (Tamil Nadu Generation Order Leading Chennai-based Electric Awarded By: and Distribution Corporation) Awarded By: Company Order Value: ₹6.05 Cr Order Value: ₹22.26 Cr Scope of Supply of 16 kVA Scope of Manufacturing & supply of high-capacity Work: Distributio
Slide 30: Key Operational Highlights
Key Operational Highlights Order Awarded By: Order Awarded By: Order Awarded By: Chennai-based Electric Company Renowned Solar Energy Company based in TRANTRANSCO – a prominent entity in Coimbatore India's power transmission sector Order Value Order Value Order Value ₹10.02 Cr ₹3.45 Cr ₹3.63 Cr Scop
Slide 31: 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 32: Management Overview
; 7) == 2 Management Overview,
Slide 33: 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 34: Industry Overview
Industry Overview
Slide 35: 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 36: 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 37: 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 38: 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 39: 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 40: Financial Overview
Financial Overview
Slide 41: 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 42: 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 43: 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 44: 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 43 H1 FY26 Investor Presentation
Slide 45: 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 44 H1 FY26 Investor Presentation
Slide 46: 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 45 H1 FY26 Investor Presentation
Slide 47: 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 48: 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 49: 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 48 H1 FY26 Investor Presentation
Slide 50: 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 49 H1 FY26 Investor Presentation
Slide 51: 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 50 H1 FY26 Investor Presentation
Slide 52: Stock Data
Stock Data As On 18-11-2025 As On 30-09-2025 NSE: SUPREMEPWR Share Holding Pattern Share Price (₹) 210.00 43% Market Capitalization (₹ Cr) 524.81 Promoter & Promoter No. of Shares Outstanding 2,49,91,135 Group Public Face Value (₹) 10.00 57% 52 weeks High-Low (₹) 256.90 / 100.00 Share Performnce Fro
Slide 53: Investment Rationale
Investment Rationale With a strong order book valued at around ₹ 168 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 54: 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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