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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.

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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%