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Investor Presentation

Supreme Industries Investor Presentation: Key Takeaways

Supreme Industries reported Q1 FY27 revenue of ₹2,718 Cr, up 4% YoY, despite a 14% volume de-growth due to polymer price volatility and inventory correction.

Highlights
Revenue growth4% YoY
Margins14-14.5% guidance maintained on conservative basis
Demand visibilityStrong agri demand expected from September
Management confidenceHigh for H2 recovery

Growth

PAT rose 17% YoY to ₹208 Cr; EBITDA margins improved as low-margin agricultural pipe volumes declined significantly in April.

Outlook

Guided 12-13% overall volume growth and 14-14.5% EBITDA margins for FY27. ₹1,000 Cr capex planned for new manufacturing sites.

Risks

Extraordinary polymer price volatility in April 2026 led to channel de-stocking and temporary industry-wide demand softness.

Last quarter's promises, checked

Delivered

  • Guided ₹1,000 Cr capex → delivered ₹500 Cr committed (= BEAT)
  • Guided 14-14.5% EBITDA margins → delivered 14-14.5% guidance maintained (= BEAT)
  • Guided uPVC windows launch → delivered production started March 2026 (= BEAT)

Partly delivered

  • Guided 15-17% piping growth → delivered piping volume de-growth in April (= PARTIAL)

Missed

  • Guided 12% overall volume growth → delivered 14% volume de-growth (= MISS)
Source

Investor Presentation filed with BSE, 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%