CMP: ₹144.70 | Sector: Power Transformers | New Order Win: ₹60.90 Cr | Order Book Now: ₹176+ Cr
🔌 At a Glance
Chennai-based transformer manufacturer Supreme Power Equipment Ltd (SUPREMEPWR) just plugged into a massive ₹60.90 Cr order from NLC India Ltd, a Navratna PSU, for the supply of inverter duty transformers.
The order is to be fulfilled within 6 months, which means the revenue will likely hit in FY26 itself — turning Supreme’s growth outlook from steady to supercharged.
🏗️ Order Highlights
| 🧾 Details | 📈 Information |
|---|---|
| Client | NLC India Ltd (Navratna PSU) |
| Order Size | ₹60.90 Cr |
| Product | Inverter Duty Transformers |
| Delivery Timeline | 6 Months (by Nov 2025) |
| Nature | Domestic B2B Utility Supply |
| Mode of Award | Competitive Tender |
| Disclosure Date | May 27, 2025 |
| Work Order Received | May 26, 2025, 6:36 PM |
📦 Order Book Status
| Time | Value |
|---|---|
| As of May 21 | ₹116 Cr |
| This New Order | +₹60.90 Cr |
| Total Book | ₹176.90 Cr |
That’s over 1.2x of FY25 revenue (₹149.54 Cr) already locked in as future business.
🧠 EduInvesting Take
Supreme Power isn’t chasing headlines — they’re just closing deals.
This ₹60.90 Cr order changes the game in 3 ways:
- Order Book Visibility: With ₹176 Cr+ on the table, Supreme now has 12–15 months’ worth of business visibility.
- Customer Trust: NLC India is a Navratna PSU, meaning rigorous qualification. A badge of honor for an SME player.
- Capacity Utilization: Their new plant (70% ready as of last update) will be critical to executing this order profitably.
And remember — this comes just 3 days after Supreme declared FY25 PAT up 33% YoY and received MSME Ratna honors.
🧾 Quick Financial Context
| Metric | FY25 |
|---|---|
| Revenue | ₹149.54 Cr |
| EBITDA | ₹29.07 Cr |
| Net Profit | ₹18.60 Cr |
| EPS | ₹7.44 |
| CMP | ₹144.70 |
| TTM PE | ~19.4x |
| Order Book Now | ₹176.90 Cr |
🔮 What’s Next?
- Execution of this order will likely begin in Q2 FY26
- Revenue bump expected in H2 FY26
- Could be a trigger for guidance revision or capex acceleration
- New plant completion (currently 70% done) will be crucial
🧨 Risks to Watch
- Execution delays could impact margins
- Project-based revenue can be lumpy
- Too much dependency on PSU orders? Keep an eye on private sector diversification
🏁 Final Word
₹60 Cr may not sound big in the largecap world — but for Supreme Power, it’s 40% of their entire FY25 revenue in one shot.
They’ve built a track record, delivered consistent numbers, and are now getting trusted with larger, faster, and higher-margin orders.
From Tamil Nadu to the national PSU circuit — Supreme just stepped up.
🗓️ Published: May 28, 2025
✍️ By: Prashant Marathe
Tags: Supreme Power NLC Order, Inverter Duty Transformers, PSU Orders, Transformer Stocks India, Order Book ₹176 Cr, NSE SME Infra, EduInvesting
