Supreme Petrochem Moat Analysis: Score & Risks
Supreme Petrochem Ltd.
A first-pass moat teardown of Supreme Petrochem Ltd., built from single-pass filing evidence. Free note — provisional, and the full two-pass deep dive may revise it.
First-pass narrow read — primary edge in Cost Advantage. Provisional, single-pass evidence.
Supreme Petrochem Ltd. scores 5.15 on MoatSCORE 6.0 — a narrow moat in Chemicals. This is a first-pass note: the dimensional read and the filing receipts below come from a single GFIP evidence pass, not the full two-pass deep corpus behind our flagship deep dives. Provisional — published free while the deep version is queued.
Seven dimensions of moat
Ordered by contribution. Each dimension carries a verified filing quote, graded [M] mechanism or [O] outcome.
“The Energy Conservation schemes undertaken during the financial Year 2025-26 by the company resulted in savings of energy to the extent of 1,54,284 KWH.”
“On the sale side, some part of Company's sale is on annual contracts basis tied into monthly SM pricing which allows for equitable sharing of the volatility in SM pricing”
“Company's effective capacity after expansion of PS is 3,00,000 MT and of EPS is 1,10,000 MT.”
“all marketing offices and sales depots”
“So a typical timeline, say if you want to get into any automobile or household consumer durable goods, the OEM product approval, ST approval timeline would be? I would say anything between three to six months.”
“the customers who wanted extended credits or they were defaulting in payments, we have kind of said no to them now for future supplies. That has of course reduced our volumes in the interim”
D8 rating: ADEQUATE. Not part of the moat score — it governs the cost of equity and the fade window. First-pass; not yet deep-reviewed.
The barrier gate — first-pass
Effective barrier 6 — at or above 6, consistent with a narrow read. First-pass estimate.
Deep two-pass review. This draft rests on a single GFIP evidence pass; the full 10-year AR + concall corpus may move the read.
The barrier gate. A firmer replication or bypass estimate is the most likely thing to shift the band.
Adverse events. Any governance, regulatory or funding shock captured in D8 could re-rate the fade window.
Where this note fits. This company is one of 509 Indian companies we have scored for moat durability — 370 narrow, 126 narrow-trending-wide, none wide. Every score, dimension by dimension, is free in the Moat Screener.
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