While half the market is panicking about solar slowdowns and transformer oversupply, Supreme Power calmly walked into the concall and said, “Demand for the next 10 years is huge.” Casual flex.
This is a company that spent years under-utilising capacity, then decided the solution was not better utilisation—but a 3.6x capacity expansion instead. Because why fix small problems when you can build a massive factory?
Margins are holding, order books are full, and management is already talking about the next expansion before the current one starts commercial production. Somewhere, a capex spreadsheet is smiling quietly.
Read on—this concall had confidence, contradictions, and a January 2026 factory launch riding on hope, demand, and CPRI approvals.
