Supreme Power Equipment · Material risks, their source context, and severity in the latest available quarter.
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Q3 revenue of ₹36.03 crore fell short of the ₹45 crore optimum capacity utilization level due to ₹5-10 crore finished goods awaiting customer payment and dispatch. Management confirmed this will be recognized in Q4.
The new plant is expected to contribute ₹30-40 crore in Q4 FY26 alone, but management flagged skilled workforce deployment as the primary challenge. Only 30% of planned manpower is currently deployed, and environmental clearance (PCB) is still pending.
Copper prices fluctuated sharply in December 2025, causing Q3 margin compression. Management passes through only the copper cost portion (20% of product cost) but cannot fully offset timing mismatches during price volatility periods.
Multiple transformer manufacturers are adding capacity. While management sees no immediate margin pressure, the competitive landscape in Karnataka and newer geographies could intensify, particularly if demand supply dynamics shift.
