Supreme Industries Earnings Call Transcript: Key Takeaways
Management maintained a balanced outlook despite lowering annual volume guidance due to Q1's unprecedented polymer price volatility.
- Call
- Guides 13% growth
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Management maintained a balanced outlook despite lowering annual volume guidance due to Q1's unprecedented polymer price volatility.
Q2 FY27 standalone revenue ₹3,361 Cr (+40% YoY), PAT ₹279 Cr (+44%), EBITDA margin 12.8% (+41bps). H1 revenue ₹6,079 Cr (+21.5%), PAT ₹487 Cr. Debt-free, cash ₹685 Cr; growth price-led.
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.
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.
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.
Supreme Industries reported FY26 revenue of ₹11,218 Cr (up 7%) and Operating Profit of ₹1,654 Cr (up 7%). Strategy focuses on piping leadership and value-added product expansion.