Supreme Industries Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Supreme Industries reported Q1 FY27 revenue of Rs 2,718 crore, up 4% year-on-year, despite a 14% decline in sales volume to 1,57,536 tons, which management attributed to polymer price volatility and channel inventory correction. Standalone operating profit rose 25% to Rs 398 crore and profit after tax rose 17% to Rs 208 crore, with margin improvement driven by a lower share of low-margin plastic pipe volumes. Management reiterated full-year volume growth guidance of 15-17% for the piping division and an EBITDA margin range of 14-14.5% for FY27.
Supreme Industries reported FY26 revenue of Rs 11,218 crore on volume of 753,907 MT, up about 7% in value and 12% in volume year-on-year, while consolidated operating profit rose 7% to Rs 1,654 crore and profit after tax declined 1% to Rs 954 crore. Management said the Plastic Piping Systems business grew 14% in volume and 11% in value, while the Industrial Products segment degrew 1% in volume and 3% in value. The company also discussed capex plans of approximately Rs 1,000 crore for the coming year and commentary on PVC resin price volatility during the quarter.