Key takeaway: During the earnings conference call held on July 28, 2026, management of Supreme Industries Limited reported a volume de-growth of approximately 14% in plastic goods sold, with revenue growth of 4% year-over-year. The company achieved a revenue of INR 2,718 crores for the quarter ended June 30, 2026. Operating profit and profit after tax increased by 25% and 17%, respectively, compared to the previous year. Management noted that the first quarter was impacted by volatility in polymer prices, leading to inventory corrections and affecting demand. However, they expressed optimism about future demand, citing stabilization in polymer prices and ongoing capacity expansions. Management maintained a volume growth guidance of 12% to 13% for the company and 15% to 17% for the piping division for the full year. They also highlighted plans for new product introductions and expansion into new manufacturing locations.

Key takeaway: Management reported that Supreme Industries Limited achieved a revenue of Rs 11,218 crores for the year ended March 31, 2026, reflecting a 7% increase from the previous year. The company sold 753,907 MT of plastic goods, marking a volume growth of approximately 12%. Operating profit increased by 7% to Rs 1,654 crores, while profit after tax saw a slight decline of 1% to Rs 954 crores. The Plastic Piping System business grew by 14% in volume, while the Industrial Products Segment experienced a 1% decline. Management announced a capital expenditure plan of Rs 1,000 crores aimed at enhancing manufacturing capabilities and sustainability initiatives. Despite challenges such as raw material price volatility and geopolitical uncertainties, management expressed confidence in the company's growth trajectory, supported by a strong domestic market orientation and a diversified product portfolio. The company also highlighted its commitment to expanding its export business significantly.