Supreme Industries Ltd (NSE:SUPREMEIND)
₹ 3,580.3 +235.9 (+7.05%) Market Cap: 439.51 Bil Enterprise Value: 433.93 Bil PE Ratio: 44.10 PB Ratio: 7.38 GF Score: 87/100

Q1 2026 Supreme Industries Ltd Earnings Call Transcript

Jul 24, 2025 / 10:30AM GMT
Release Date Price: ₹4242.7 (+2.64%)

Key Points

Positve
  • Supreme Industries Ltd (BOM:509930) achieved a volume growth of around 6% and product value growth of about 1% in the first quarter.
  • The plastic piping system business grew by 6% in volume and 4% in value.
  • The company has entered into a business transfer agreement with Wavin Industry Limited, which is expected to enhance its market reach and product offering.
  • Supreme Industries Ltd plans to set up a new unit for material handling products, expanding its footprint in central India.
  • The company has successfully executed its first order for polyethylene pipes for gas applications, positioning itself as a key player in this segment.
Negative
  • The consolidated operating profit and profit during the period decreased by 19% and 26% respectively compared to the previous year.
  • The plastic piping business was affected by a 20-day early monsoon, impacting sales.
  • There were inventory losses due to a fall in prices during the quarter, affecting profitability.
  • The company expects a cash outflow of INR1,350 crore for existing commitments and new projects, which may strain financial resources.
  • The margins for the quarter were lower, with an EBITDA margin of around 12%, impacted by inventory losses and other factors.
Operator

Ladies and gentlemen, good day and welcome to Q1 F5 26, the Supreme India free earnings conference call hosted by Dam Capital Advisors Limited. As a reminder, all participant lines will be in the list only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on a a phone.

Please note that this conference is being recorded. I now have the conference over to Mr. Asim Verde from Dam Capital Advisors Limited.

Thank you and over to you, sir.

Aasim Bharde
DAM Capital Advisors Ltd - Analyst

Yeah, hi, good evening to everyone who has dialed in for Supreme Industries Q1F 26 earnings call. As you should, we have with us the senior leadership team who will discuss and talk about the quarter gone by, and after this we can open it for all the questions.

Thank you and over to you, Mr. Tupper.

MP Taparia
Supreme Industries Ltd - Managing Director

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