Supreme Petrochem To Review First Quarter Results On July 27

Market snapshot: Supreme Petrochem Limited is scheduled to review its standalone and consolidated un-audited financial results for the first quarter ended June 30, 2026, on July 27, 2026. This announcement follows the company's recent 37th Annual General Meeting held on July 14, 2026, where a final dividend of ₹8 per share was approved.

Data Snapshot

• Supreme Petrochem reported a standalone net profit of ₹168.04 crore for the quarter ended March 31, 2026, representing a growth of 57.21% compared to ₹106.89 crore in the corresponding quarter of the previous year.
• The company's standalone revenue from operations for the quarter ended March 31, 2026, stood at ₹1,584.63 crore, up 3.31% from ₹1,533.83 crore reported in the same period of the previous fiscal.
• Supreme Petrochem's Board recommended a final dividend of ₹8 per share (400% of face value of ₹2) for FY26, which was subsequently approved at the Annual General Meeting on July 14, 2026.

What's Changed

• The upcoming Q1 results review will succeed the Q4 FY 2025-26 performance where net profit jumped 57.21% YoY to ₹168.04 crore, which successfully reversed consecutive quarters of profit declines.

Key Takeaways

• Q1 Results Timeline: Board of Directors will meet on July 27, 2026, to approve un-audited standalone and consolidated results for the first quarter ending June 30, 2026.
• Historical Q4 Strengths: The company enters the new fiscal year on the back of Q4 FY26 standalone net profit of ₹168.04 crore and revenue of ₹1,584.63 crore.
• Dividend Rationale: A final dividend of ₹8 per share was approved on July 14, 2026, reflecting the management's payout strategy despite a 16% YoY decline in full-year FY26 net profit to ₹327.31 crore.

SAHI Perspective

While Supreme Petrochem's full-year FY26 earnings experienced a decline of 16% due to lower overall revenues, its Q4 FY26 turnaround with OPM expanding to 15.98% demonstrates strong operational resilience. The upcoming Q1 FY27 results will be crucial in confirming if the demand recovery in the polystyrene and ABS engineering plastics segments is sustainable.

Market Implications

The chemical and polymer markets are closely observing raw material cost volatility. Operational efficiency at Supreme Petrochem's Amdoshi (Nagothane) and Manali plants will dictate near-term stock trends leading up to the July 27 earnings release. Standard trading window closures for insiders are currently active.

Trading Signals

Market Bias: Neutral

The stock is in a consolidation phase ahead of the Q1 FY27 earnings release on July 27, 2026. Strong Q4 FY26 net profit of ₹168.04 crore provides an operating cushion, but raw material volatility remains a neutralizer.

Overweight: Commodities, Petrochemicals

Underweight: Commodity Polystyrene

Trigger Factors:

• Earnings print on July 27, 2026, compared against the Q1 FY26 net profit baseline of ₹80.92 crore.
• Raw material price movement for styrene monomer.
• ABS expansion line commercial utilization and volume growth guidance.

Time Horizon: Near-term (0-3 months)

Industry Context

Supreme Petrochem is India's largest manufacturer of Polystyrene (PS) and Expandable Polystyrene (EPS), commanding a domestic market share of over 50%. The company has structured its growth around high-margin specialty products like ABS and SAN, which shield its operating margins from commodity polystyrene volatility.

Key Risks to Watch

• Raw material cost fluctuations, particularly Styrene Monomer imports.
• Inability to pass on cost increases to highly price-sensitive non-OEM buyers.
• Capacity utilization levels of the newly expanded mABS plant at Nagothane.

Recent Developments

Supreme Petrochem held its 37th Annual General Meeting on July 14, 2026, where shareholders approved the FY26 financial statements and a final dividend of ₹8 per share. Separately, the company received confirmation of its ESG rating assigned by CRISIL on July 2, 2026.

Closing Insight

With a strong market share and a debt-free balance sheet, Supreme Petrochem's Q1 FY27 earnings on July 27 will serve as a bellwether for India's polymer and specialty chemical sector demand recovery.

High Performance Trading with SAHI.