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Investor Presentation

Supreme Industries Investor Presentation: Key Takeaways

Supreme Industries reported Q1 FY27 revenue of Rs. 2718 Cr (up 4% YoY) and EBITDA of Rs. 398 Cr (up 25% YoY). The company remains debt-free with a Rs. 542 Cr cash surplus.

Highlights
Revenue growth4% YoY for Q1 FY27.
MarginsEBITDA margin improved to 14.65% from 12.23% YoY.

Growth

Revenue grew 4.16% YoY to Rs. 2717.66 Cr; PAT increased 17.14% YoY to Rs. 207.76 Cr.

Outlook

Focus on value-added products and specialty films. Investing Rs. 140 Cr in renewable energy capacity.

Risks

Sales tonnage declined 14.29% YoY to 157,536 MT, suggesting volume headwinds despite higher profitability.

Last quarter's promises, checked

Delivered

  • Guided 14-14.5% margins → delivered 14.65% (= BEAT)
  • Committed Rs. 1000 Cr capex → initiated Rs. 140 Cr renewable phase (= BEAT)

Partly delivered

  • Targeted value-added product growth → achieved margin expansion despite volume loss (= PARTIAL)

Missed

  • Guided 12% volume growth → delivered -14% volume (= MISS)
  • Guided 15-17% Piping volume growth → delivered flat revenue/volume dip (= MISS)
Source

Investor Presentation filed with NSE, NSE: SUPREMEIND. Summary written with AI assistance from the document.

Read the document ↗

Supreme Industries Ltd: key numbers

Share price
₹3,550.00
Market cap
₹45,095 Cr
Revenue (annual)
₹11,218 Cr
Net profit (annual)
₹954.0 Cr
P/E (TTM)
43.7×Sector 53.6×
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.

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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%