Midcap stock in focus after bagging ₹54 Cr order from BPCL for 2 Lakh composite LPG cylinders

Synopsis:- A plastics manufacturing company secured a ₹54 crore order to supply 2 lakh composite LPG cylinders to a PSU oil major within 6 months. Q2FY26 revenue grew 5% to ₹2,394 crore, though profit declined 20% to ₹165 crore, reflecting margin pressures despite steady demand.

The shares of the plastic manufacturing company jumped in today’s trading session after the company bagged a significant letter of acceptance from Bharat Petroleum Corporation Ltd worth Rs 54 crore.

With a market capitalisation of Rs 42,128.46 crore, the shares of Supreme Industries Ltd were trading at Rs 3,318.05 per share, decreasing around 0.10 percent as compared to the previous closing price of Rs 3,321.35 apiece.

Significate order

According to the company filing, Supreme Industries Ltd has received a letter of acceptance (LOA) from Bharat Petroleum Corporation Ltd (BPCL) for the supply of approximately 2,00,000 number of 10.0 Kg Composite LPG Cylinders. The total supply is valued at around Rs 54 crores. The order should be executed within 6 months of the LOA.

Financial & other Highlights

In Q2FY26, the company posted mixed financial performance; revenue rose by 5 percent from Rs 2,273 crore in Q2FY25 to Rs 2,394 crore in Q2FY26, indicating steady business traction. However, during the same time frame, net profit decreased by 20 percent from Rs 207 crore to Rs 165 crore, reflecting margin pressure.

Over the last one year, operating profit moderated from ₹309 crore (Dec’24) to ₹297 crore (Sep’25), despite a spike to ₹416 crore in Mar’ 25. Operating margins stayed range-bound at 12–14%, indicating stable pricing power but pressure from costs and demand normalisation for Supreme Industries Ltd.

Supreme Industries Ltd stands out with deep scale and longevity in plastics manufacturing. With 35 plants, presence in 54 export countries, and operations across 8 business verticals, it has built a strong domestic and global footprint. Over 80 years of experience, 6,400+ distributors, 6,500+ employees, and robust infrastructure support consistent execution, product reach, and long-term business resilience.

Supreme Industries Ltd has built a truly pan-India footprint with 35 manufacturing units spread across 11 states and 2 UTs, supported by 34 depots, 21 branch offices, and 9 fabrication units. This dense network enhances supply-chain efficiency, reduces logistics costs, and enables faster delivery, strengthening customer reach across both urban and rural markets.

Supreme Industries Ltd is one of India’s leading plastics processors, with over eight decades of experience across piping systems, packaging, consumer products, and industrial applications. Backed by a wide manufacturing footprint and strong distribution network, the company combines scale, innovation, and operational efficiency to serve diverse domestic and global markets.

Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post Midcap stock in focus after bagging ₹54 Cr order from BPCL for 2 Lakh composite LPG cylinders appeared first on Trade Brains.