AI-generated · cited to primary sources · not investment advice
Supreme Power (SUPREMEPWR) Aug 2025 Filing Analysis
Does management do what it says?
The company is developing an online monitoring system for transformer health and efficiency expected to launch in 2-3 months. — target: Online Monitoring System
“Yes, now we are developing a system. It is under the R&D whereas we can monitor the health of the transformer and the efficiency of the transformer online. ... So, it is under process, and it may come in next 2-3 months.”
See the full cited Management analysis of Supreme Power
How durable is the business?
The government sector has expanded significantly to 63% of the order book, driven by a landmark INR 60.9 crore order from NLC Limited. (1 expanding)
“Government is 63% and private is 37%. This includes the NLC order.”
See the full cited Business Model analysis of Supreme Power
What could break the thesis?
The risk remains stable as the company continues to rely heavily on a small group of clients, with the top 10 contributing 65.55% of revenue in FY25, though this is a slight improvement from 79.68% in FY24. (1 stable)
“Top 10 Customers 94.91 [Cr] ... 65.55% [of total FY25 revenue]”
See the full cited Risk analysis of Supreme Power
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