Q3 2026 Supreme Industries Ltd Earnings Call Transcript
Key Points
- Supreme Industries Ltd (BOM:509930) achieved a 10% growth in overall volume and a 3% increase in net product turnover during the nine months ending December 31, 2025.
- The Plastic Piping business saw a significant growth of 16% in volume and 10% in value terms.
- The company is expanding its product range, including the newly launched PP Silent Pipe System and technical collaboration with Poloplast of Austria.
- Capacity expansion for plastic piping and protective packaging products is nearing completion, expected to be fully operational in FY27.
- The company has executed a Letter of Intent for the supply of 200,000 composite LPG cylinders to Bharat Petroleum Corporation Limited, indicating strong demand in this segment.
- Consolidated operating profit and profit after tax decreased by 11% and 22% respectively, compared to the previous year.
- The Industrial Product segment remained flat in volume and only grew by 1% in value terms.
- The company faced extreme volatility in commodity prices due to geopolitical concerns, affecting overall economic growth.
- Finance costs increased due to short-term borrowings for funding CapEx plans, impacting profitability.
- The company revised its margin guidance downwards to 13.5% to 14% for the current year, from an earlier expectation of 14.5% to 15%.
Ladies and gentlemen, good day, and welcome to Supreme Industries Q3 FY26 earnings conference call hosted by DAM Capital Advisors Limited. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Aasim Bharde, from Dam Capital Advisors Limited. Thank you, and over to you, sir.
Thanks. Good evening, everyone. I would like to welcome you all on Supreme Industries Q3 FY26 results call.
We have the senior management of the company with us on the call, led by Mr. Taparia, the Managing Director, to whom I hand over the call now.
Thank you. Good afternoon. Thank you, everyone, Mr. Aasim. I'm Mahavirprasad Taparia, Managing Director of the Supreme Industries Limited.
I, along with my colleague, Shri P.C. Somani, CFO; and Shri R.J. Saboo, Vice President Corporate Affair and Company Secretary, welcome all the participants who
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