Submission of earnings presentation Q4-FY25
Awaiting price reaction for this filing.
Supreme Petrochem reported FY25 revenue of ₹60,234 Mn, up 14.66% YoY, with operating EBITDA rising 14.07% to ₹5,325 Mn and PAT growing 12.70% to ₹3,905 Mn. However, operating EBITDA margin slipped marginally to 8.84% from 8.89%, and Q4-FY25 saw sharper pressure with revenue down 1.52% YoY to ₹15,390 Mn and EBITDA margin contracting 182 bps to 9.40%. The company declared a total dividend of ₹10 per share (₹7.50 final + ₹2.50 interim). It remains debt-free with ₹872 crore in investable surplus and posted RONW of 18% and ROCE of 24%. Key growth initiatives include the mABS project (70,000 MTA) mechanically completing by May 2025 with commercial production from Q2 FY26, acquisition of Xmold Polymers in Tamil Nadu (15,000 MTA), and 107 acres of land acquired in Haryana for a new styrenics complex to be built over 36–48 months.
Shareholders get a healthy dividend yield with strong balance sheet support, but Q4 margin compression is a watch point. The new mABS project, Xmold acquisition, and Haryana land bank signal future growth optionality, though execution risk and range-bound styrene monomer prices remain near-term concerns.