Supreme Petrochem Limited faces a pivotal quarter as it navigates the impact of volatile styrene monomer prices and the commissioning of its expanded EPS capacity. Investors will be looking for clarity on volume growth trajectories and the status of the mABS plant following equipment-related production constraints.
| Results date | July 27, 2026 |
|---|---|
| Quarter | Q1 FY 2026-2027 |
| Previous quarter revenue | Rs. 15,870 Mn |
| Previous quarter PAT | Rs. 1,680 Mn |
| Previous quarter EBITDA margin | 15.95% |
| Market cap | Rs. 13,822.92 Cr |
| CMP | Rs. 735.35 |
The board of directors will meet on July 27, 2026, to consider the audited financial results for the quarter ended June 30, 2026.
The earnings conference call is scheduled for July 29, 2026, at 4:00 PM IST.
The company's performance this quarter is heavily influenced by the sharp spike in styrene monomer prices, which surged to approximately US$ 1,500/ton in March 2026 due to West Asia geopolitical tensions before seeing potential normalization toward the end of June 2026. While the April 14, 2026, commissioning of the EPS Phase 2 expansion added 30,000 MT of capacity, management previously cautioned that FY27 volume growth of 8-10% remained conditional on market normalcy returning by the end of June. The mABS plant, which has been operating at 65% capacity following a critical equipment malfunction in December 2025, remains a key variable for production output and market penetration. Investors should monitor how the company managed its Rs. 836 Cr inventory balance in the face of raw material price volatility and whether the seasonal demand surge for cooling appliances provided the necessary volume support to offset margin pressures.
Performance vs Guidance Tracking: Tracking progress against management's stated FY27 targets.
Operational and Strategic Updates: Updates on capacity expansion and plant restoration.
Risks and Headwinds to Monitor: External factors impacting raw material and margin stability.
The company reported revenue from operations of Rs. 15,870 Mn in Q4 FY26. This reflected a 3.1% YoY increase and a 25.5% QoQ recovery as styrene monomer prices remained stable for most of the quarter.
The 70,000 MTPA ABS plant is currently operating at 65% of its design capacity following a critical equipment malfunction in December 2025. Management has described the issue as a significant setback and is pursuing modified arrangements while awaiting full restoration.
Management has guided for 8-10% volume growth in FY27, though this target is conditional on global market normalcy returning by the end of June 2026. Performance in Q1 FY27 will be a key indicator of whether this guidance remains achievable given the geopolitical and supply chain headwinds.
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