BSE: 511539
Supra Trends Limited
Operates through two subsidiaries acquired during FY25 — Rasvat Food Specialities and Celest Hospitalities — which together drove FY26 consolidated revenue of Rs 1,012.49 lakhs, against a standalone parent entity that is essentially non-operational with only Rs 5.36 lakhs of standalone revenue for the year. The food arm runs under the brand 'The South Factory,' launched on December 30, 2025, selling packaged snacks and ready-to-eat products through its website www.thesouthfactory.com and other online marketplaces. The hospitality arm, Celest Hospitalities, contributes the balance of consolidated revenue. The company reported a consolidated net loss of Rs 127.21 lakhs in FY26, wider than the Rs 116.79 lakhs loss the prior year, and reserves remain negative. In April 2026, Rs 7.59 crore was raised via conversion of 1,01,20,000 warrants at Rs 7.50 per share, expanding the equity capital from Rs 13.53 crore to Rs 23.66 crore. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. Packaged snacks and ready-to-eat food products, Hospitality services. Small, loss-making holding entity consolidating two recently acquired subsidiaries in food and hospitality
Exhibit 1: Financial summary, FY25–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY25 | FY26 |
|---|---|---|
| Revenue | 0 | 10 |
| EBITDA (ex other income) | (1) | (1) |
| margin % | (1304.7) | (9.5) |
| Owners' profit | 0 | (1) |
| EPS, as reported (₹) | 0.86 | (0.94) |
| ROE % · ROCE % | (12.6) · (7.7) | (9.9) · (6.7) |
| Debt / equity (x) | 0.66 | 0.36 |
| Cash from operations | (3) | (2) |
| Capex | 0 | 0 |
Exhibit 2: Quarterly performance, last 6 quarters
| ₹ crore | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | 2 | 2 | 3 | 3 |
| Profit before tax | (0) | (1) | (0) | (0) | (0) | (0) |
| Net profit | (0) | (1) | (0) | (0) | (0) | (0) |
| EPS (₹) | 0.00 | 0.65 | (0.26) | (0.11) | (0.23) | (0.33) |
Exhibit 3: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| CRISIL LTD | 33,999 | 38.5 | 10.39 | — | 13.7 | 16.1 | — | 30.6 |
| ONEMI TECHNOLOGY SOL LTD | 5,509 | 19.5 | 4.10 | 9.4 | 21.0 | 18.8 | — | 32.0 |
| GYFTR LIMITED | 1,234 | — | 2.54 | 37.9 | 4.5 | 5.3 | 32.8 | 4.3 |
| CENTRUM CAPITAL LIMITED | 969 | — | 0.74 | 9.7 | (21.4) | (2.5) | 49.7 | 29.7 |
| PRIME SECURITIES LIMITED | 968 | 172.9 | 3.78 | — | 5.1 | — | 25.7 | 19.0 |
| WEALTH FRST PORT. MG. LTD | 881 | 26.7 | 5.18 | 16.9 | 22.5 | 30.3 | — | 97.5 |
| REGENCY FINCORP LIMITED | 571 | 52.3 | 3.56 | — | 8.4 | — | — | 84.3 |
| STELLANT SECURITIES (INDIA) LT | 529 | — | 1687.57 | — | 18.2 | 18.2 | — | 56.7 |
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/B | 1.6 | 1.0 | 67 of 105 | 37% |
| ROCE | (6.9) | 1.8 | 72 of 83 | 13% |
| ROE | (9.9) | 1.3 | 96 of 111 | 14% |
| Debt / Equity | 0.4 | 0.0 | 62 of 77 | 20% |
| EBITDA margin | (10.8) | 25.6 | 78 of 91 | 14% |
| Revenue growth | 2896.5 | (4.1) | 3 of 85 | 98% |
| Profit growth | 49.0 | (0.2) | 40 of 109 | 64% |
| Market cap | 20 | 26 | 64 of 113 | 44% |
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 17 Oct 2026 · RTA compliance certificate for Q2 FY27 submitted to BSE | compliance | minimal | — | — |
| 1 Oct 2026 · Supra Trends 39th AGM: All 6 resolutions passed with required majority | board shareholder meetings | low | — | — |
| 30 Sept 2026 · Supra Trends 39th AGM held; 6 resolutions transacted including borrowing limit hike | board shareholder meetings | low | — | — |
| 29 Sept 2026 · Trading window closure for Q2 FY2027 results | compliance | minimal | — | — |
| 7 Sept 2026 · Newspaper publication for 39th AGM notice and e-voting details | compliance | minimal | — | — |
| 5 Sept 2026 · 39th AGM notice and Annual Report filed; seeks nod for Rs 15 Cr borrowing limit | board shareholder meetings | low | — | — |
| 5 Sept 2026 · 39th AGM on Sept 30, 2026 - borrow limit hike to Rs 15 Cr, auditor change | board shareholder meetings | low | — | — |
| 4 Sept 2026 · Statutory Auditor NSVR & Associates resigns; SNMR & Associates appointed | management changes | medium | — | — |
| 4 Sept 2026 · Statutory Auditor Resigns Mid-Term; New Auditor Appointed | management changes | medium | — | — |
| 4 Sept 2026 · Supra Trends auditor resigns mid-term, new auditor appointed, AGM set for Sep 30 | management changes | medium | — | — |
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.