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SUPREMEIND - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 3.3

Last Updated Time : 05 Feb 26, 08:34 am

Investment Rating: 3.3

Stock Code SUPREMEIND Market Cap 47,528 Cr. Current Price 3,741 ₹ High / Low 4,740 ₹
Stock P/E 60.1 Book Value 398 ₹ Dividend Yield 0.91 % ROCE 23.7 %
ROE 18.1 % Face Value 2.00 ₹ DMA 50 3,539 ₹ DMA 200 3,875 ₹
Chg in FII Hold -1.43 % Chg in DII Hold 1.16 % PAT Qtr 158 Cr. PAT Prev Qtr 193 Cr.
RSI 68.5 MACD 47.1 Volume 3,71,971 Avg Vol 1Wk 3,32,371
Low price 3,020 ₹ High price 4,740 ₹ PEG Ratio 27.7 Debt to equity 0.06
52w Index 41.9 % Qtr Profit Var -11.8 % EPS 62.2 ₹ Industry PE 21.8

📊 Analysis: SUPREMEIND shows strong operational efficiency with ROCE at 23.7% and ROE at 18.1%, making it fundamentally sound. However, the stock trades at a very high P/E of 60.1 compared to the industry average of 21.8, suggesting significant overvaluation. The PEG ratio of 27.7 highlights expensive growth prospects. Dividend yield of 0.91% is modest, offering limited passive returns. Technical support lies around 3,500–3,600 ₹ (DMA 50) and 3,800–3,900 ₹ (DMA 200), with resistance near 4,700 ₹. The ideal entry zone is 3,200–3,500 ₹ for margin of safety. For existing holders, a medium-to-long horizon is viable, but partial profit booking near 4,600–4,700 ₹ resistance is advisable unless earnings growth accelerates.

✅ Positive

  • Strong ROCE (23.7%) and ROE (18.1%) support efficient capital allocation.
  • Low debt-to-equity ratio (0.06) ensures financial stability.
  • DII holdings increased by 1.16%, showing domestic investor confidence.
  • EPS of 62.2 ₹ provides valuation support.
  • Large market cap of 47,528 Cr. ensures stability and leadership in plastics manufacturing.

⚠️ Limitation

  • High P/E (60.1) compared to industry average (21.8).
  • PEG ratio of 27.7 highlights expensive growth valuation.
  • Dividend yield of 0.91% is modest.
  • FII holdings decreased by -1.43%, showing reduced foreign confidence.

📉 Company Negative News

  • Sequential decline in quarterly PAT (158 Cr. vs 193 Cr.).
  • Quarterly profit variation at -11.8% indicates earnings pressure.

📈 Company Positive News

  • Strong fundamentals with double-digit ROE and ROCE.
  • Domestic institutional investors increasing stake.
  • Stock trading with healthy volumes above average, showing investor interest.

🏭 Industry

  • Plastic products and industrial materials sector benefits from infrastructure and consumer demand.
  • Industry P/E at 21.8 suggests SUPREMEIND trades at a steep premium.
  • Structural drivers: housing, packaging, and industrial applications.

🔎 Conclusion

SUPREMEIND earns a rating of 3.3 due to strong ROE/ROCE but expensive valuations and modest dividend yield. Long-term investors should only consider entry in the 3,200–3,500 ₹ zone for margin of safety. Current holders may adopt a medium-to-long horizon, with partial profit booking near 4,600–4,700 ₹ resistance unless profitability improves. The stock remains a strong industrial play but requires caution due to valuation risks.

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