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Earnings Call Transcript

Supreme Industries Earnings Call Transcript: Key Takeaways

Supreme Industries reported Q1FY27 revenue growth of 4% despite a 14% volume de-growth, primarily due to extreme polymer price volatility and channel destocking. Management remains optimistic about second-half recovery driven by stabilized raw material prices.

Guidance and delivery
Management target Revenue 476.9% 6-7 years
Highlights
Revenue growth4% YoY revenue growth; 14% volume de-growth due to price volatility.
MarginsMargins improved to 14.6%; FY27 target maintained at 14-14.5%.
Demand visibilityStrong recovery expected in H2 across infrastructure and agri segments.
Management confidenceConfident, maintaining full-year volume guidance despite a weak first quarter.

Growth

Revenue grew 4% to ₹2,718 Cr; EBITDA margins improved to 14.6% due to better product mix despite lower volumes.

Outlook

Management maintains FY27 volume growth guidance of 15-17% for piping and 12-13% overall.

Risks

Extreme polymer price volatility leading to inventory correction and temporary demand disruption in piping and agri segments.

Last quarter's promises, checked

Delivered

  • Guided 14-14.5% margins → delivered 14.6% (= BEAT)
  • Guided ₹1,000 Cr capex → ₹500 Cr committed (= BEAT)

Missed

  • Guided 12-13% overall volume growth → delivered -14% (= MISS)
  • Guided 15-17% piping volume growth → delivered -15% (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: SUPREMEIND. Summary written with AI assistance from the document.

Read the document ↗

Supreme Industries Ltd: key numbers

Share price
₹3,585.80
Market cap
₹45,549 Cr
Revenue (annual)
₹11,218 Cr
Net profit (annual)
₹954.0 Cr
P/E (TTM)
44.1×Sector 53.9×
Promoter holding
48.96%+0.00% QoQ
FII holding
17.08%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Supreme Industries Ltd

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16:21 IST BSE
Promoter Buying (Off-Market)

Supreme Industries Promoter Buying (Off-Market)

Promoter Vijay Kumar Taparia acquired 3,17,398 shares of Supreme Industries Ltd via transmission. This off-market acquisition increases his stake by 0.25%.

Promoter stake change
+0.25%
13:06 IST NSE
Results Update

Supreme Industries Results Update

Supreme Industries reported Q1 FY27 consolidated revenue of Rs. 2,718 Crore and Operating Profit of Rs. 471 Crore. Performance reflects steady growth despite volatility in polymer prices.

Value
₹2,718 Cr
17:43 IST BSE
Board Meeting Date

Supreme Industries Board Meeting Date

Supreme Industries Limited will hold a board meeting on July 28, 2026, to consider and approve the company's unaudited financial results for the quarter ended June 30, 2026.