Here's a concise summary for Supreme Petrochem, tailored for retail investors on Twitter:
Supreme Petrochem (SPL) saw Q4-FY26 revenue climb 3.1% year-on-year to ₹1,587 Cr, with profit (PAT) surging 57.2% to ₹168 Cr. Full-year FY26 revenue, however, dipped 11.4% to ₹5,338.4 Cr, and PAT declined 16.2% to ₹327.3 Cr. This full-year revenue dip was mainly due to a 17% lower average Styrene monomer (SM) price, despite sales volumes increasing 2% for the year and 5.4% in Q4. SPL remains a market leader in Polystyrene and Expanded Polystyrene.
SPL is debt-free with ₹701 Cr surplus. Strategic moves include commissioning its mass ABS plant (operating at 65% capacity) and expanding EPS capacity to 115,000 MTPA. The company sources ~50% of its power from renewables and acquired Xmold Polymers. The newly commissioned ABS product is well-received. Enhanced EPS capacity went live in April.
Q4 Diluted EPS was ₹8.94; FY26 Diluted EPS was ₹17.41. ROCE for FY26 stood at 21%.
Management noted raw material stability until March, when West Asia tensions caused price spikes and supply disruptions. SPL has secured alternative sources to ensure supply, expecting conditions to ease post-conflict resolution. The board proposed a final dividend of ₹8.00 per share, bringing the total FY26 dividend to ₹10.50.