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LON:SUP

Supreme PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today 134.00p Industrials - Electrical Equipment & PartsAWAIT ENTRY
64

Position levels

Currenttoday
134.00p
Buy <=wait / entry
118.33p
Trim >=take some off
145.00p
Thesis breakA confirmed FY27 interim showing further EBITDA contraction accompanied by withd...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case49%62 / 10030.4
Bear case19%10 / 1001.9
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Record revenue of GBP 270.2m (+17% YoY) driven by organic investment and earnings accretive acquisitions
  • Adjusted EBITDA flat at GBP 40.6m while profit before tax declined 14% and adjusted EPS fell 13%
  • Expansion of in-house manufacturing capabilities and product diversification
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