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SUPREMEIND - Supreme Inds.

📊 NSE: SUPREMEIND 🏢 Plastics Products 📅 Last Updated: 12/14/2025 13:54

📢 Recent Corporate Announcements

Supreme Industries Releases Audio Recording of Q4 & FY26 Earnings Conference Call

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 27 Apr 2026, 06:13 PM

Supreme Industries Limited has shared the audio recording link for its investor conference call held on April 27, 2026. The call focused on the company's audited financial results for the fourth quarter and the full fiscal year ending March 31, 2026. This disclosure is a routine regulatory requirement to ensure transparency for all shareholders regarding management's discussion on performance. Investors can access the recording to understand the drivers behind the annual results and future growth guidance.

Audio recording link provided for the conference call held on April 27, 2026, at 4:00 p.m.
The call discussed the Audited Financial Results for the Quarter and Year ended March 31, 2026.
The recording is hosted on the official company website for public access.
Disclosure made in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations.

💡 Investors should listen to the recording to gain insights into management's outlook on volume growth and raw material price trends for the next fiscal year.

Supreme Industries Q4 FY26 Revenue Up 17% to ₹3,528 Cr; EBITDA Surges 50%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 27 Apr 2026, 01:36 PM

Supreme Industries reported a robust Q4 FY26 performance with revenue growing 17% YoY to ₹3,528 crore and EBITDA jumping 50% to ₹624 crore. For the full fiscal year 2025-26, the company achieved a turnover of ₹11,218 crore, supported by a 12% growth in sales volume reaching 753,907 MT. The company maintains a strong balance sheet, remaining debt-free with a cash surplus of ₹648 crore as of March 31, 2026. Plastic Piping remains the dominant segment, with its installed capacity now exceeding 1 million MT.

Q4 FY26 EBITDA margin expanded to 17.67% from 13.77% in the same quarter last year.
Full-year FY26 sales volume grew 11.77% YoY to 753,907 MT, led by the Plastic Piping division.
Company remains debt-free with a cash surplus of ₹648 crore and a working capital cycle of 31 days.
Total installed capacity increased to 1,242,965 MT, with Plastic Piping capacity reaching 1,000,056 MT.
Standalone PAT for FY26 stood at ₹911.29 crore, representing a 1.62% YoY growth despite higher depreciation and finance costs.

💡 Investors should view the significant margin expansion in Q4 and the debt-free status as strong indicators of operational efficiency. The massive capacity addition in the piping segment positions the company well for future infrastructure demand, making it a solid long-term hold.

Supreme Industries Recommends Final Dividend of Rs. 25 per Share for FY26

🟢 POSITIVE ⭐ 8/10

DIVIDEND 📅 27 Apr 2026, 01:09 PM

Supreme Industries has recommended a final dividend of Rs. 25 per equity share (1250% of face value) for the financial year ended March 31, 2026. The board has fixed June 26, 2026, as the record date for determining dividend eligibility. Alongside the dividend, the company approved its audited financial results for FY26 with an unmodified audit opinion. The board also proposed the appointment of MSKA & Associates LLP as the new statutory auditors for a five-year term, replacing the outgoing auditors.

Recommended a final dividend of Rs. 25 per equity share of face value Rs. 2 each (1250%).
Record date for dividend entitlement and voting rights fixed as June 26, 2026.
Appointment of MSKA & Associates LLP (BDO member firm) as Statutory Auditors for a 5-year term.
Reappointment of Shri V.K. Taparia as Executive Director approved until September 2027.
Board acknowledged and advised on a minor regulatory lapse regarding late submission of financial ratios.

💡 Investors should maintain their positions to benefit from the Rs. 25 dividend, ensuring they hold shares before the June 26 record date. The shift to a larger audit firm like MSKA & Associates is a positive sign for corporate governance.

Supreme Industries Q4 PAT Surges 46% to ₹382 Cr; Announces ₹25 Final Dividend

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 27 Apr 2026, 12:58 PM

Supreme Industries reported a strong Q4 FY26 with standalone revenue growing 16.34% YoY to ₹3,536.22 crore and PAT jumping 46.07% to ₹382.17 crore. While full-year consolidated PAT remained nearly flat at ₹953.98 crore due to earlier volatility, the Q4 performance showed significant margin recovery to 17.63%. The company announced a final dividend of ₹25 per share, bringing the total FY26 payout to ₹36. Management has committed a substantial capex of over ₹1,000 crore for FY27 to increase capacity by 1.10 lakh MT.

Q4 FY26 standalone operating profit rose 49.59% YoY to ₹623.50 crore with margins improving to 17.63%
Plastic goods sales volume grew 16.02% YoY in Q4 to 231,889 MT
Proposed FY27 Capex of over ₹1,000 crore for greenfield and brownfield expansions to be funded via internal accruals
Total dividend for FY26 increased to ₹36 per share compared to ₹34 per share in FY25
New Windows & Doors division at Kanpur commenced production on March 1, 2026

💡 The strong Q4 volume growth and margin expansion signal a robust recovery from raw material volatility. Investors should focus on the aggressive ₹1,000 crore capex plan which positions the company well for future infrastructure and housing demand.

Supreme Industries to Host Q4FY26 Earnings Conference Call on April 27, 2026

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 22 Apr 2026, 06:36 PM

Supreme Industries Limited has scheduled a conference call for analysts and investors on Monday, April 27, 2026, at 4:00 PM IST. The call follows the announcement of the company's audited financial results for the fiscal year ended March 31, 2026. Senior management, including the Chairman & Managing Director and the CFO, will be present to discuss the performance and future outlook. This is a routine but essential event for stakeholders to gauge the company's growth trajectory and operational efficiency.

Earnings conference call scheduled for April 27, 2026, at 16:00 hrs IST.
Discussion will focus on Audited Financial Results for the full year ended March 31, 2026.
Key management participants include CMD Mr. M. P. Taparia and CFO Mr. P. C. Somani.
The call is hosted by DAM Capital Advisors Limited with universal dial-in numbers +91 22 6280 1384 and +91 22 7115 8285.

💡 Investors should attend or review the transcript of the call to understand management's guidance on demand trends and margin sustainability. No immediate action is required until the financial results are disclosed.

Supreme Industries Submits Q4 FY26 Dematerialization Compliance Certificate

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 10 Apr 2026, 02:59 PM

Supreme Industries Limited has filed its quarterly compliance report under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The report confirms that all share certificates received for dematerialization during the quarter ended March 31, 2026, were processed within the mandatory 15-day period. The company's RTA, Bigshare Services Pvt. Ltd., verified that these certificates were mutilated and cancelled, with depository names updated in the register of members. This filing is a standard administrative requirement and indicates no operational changes.

Quarterly compliance certificate for the period ending March 31, 2026
Dematerialization requests confirmed or rejected within the 15-day regulatory window
Physical security certificates mutilated and cancelled after due verification by the RTA
Confirmation that securities are listed on the Stock Exchanges where earlier securities were listed

💡 This is a routine administrative update with no impact on stock valuation; no action is necessary for shareholders.

Supreme Industries to Close Trading Window from April 1, 2026 for FY26 Results

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 25 Mar 2026, 04:18 PM

Supreme Industries Limited has announced the closure of its trading window starting April 1, 2026, in compliance with SEBI (Prohibition of Insider Trading) Regulations. The window will remain closed until 48 hours after the announcement of the company's audited financial results for the fiscal year ending March 31, 2026. This is a standard regulatory procedure designed to prevent insider trading before sensitive financial information is made public. Investors should expect the financial results to be declared in the weeks following the window closure.

Trading window closure commences on Wednesday, April 1, 2026.
Closure is in anticipation of the Audited Financial Results for the year ending March 31, 2026.
The window will reopen 48 hours after the results are officially declared to the exchanges.
The notice follows SEBI (Prohibition of Insider Trading) Regulations, 2015.

💡 This is a routine regulatory announcement and requires no immediate action from investors. Monitor the company's future filings for the specific date of the FY26 earnings release.

Supreme Industries Reports Strong Financial Ratios for Q3 FY26; Debt-Equity at 0.09

🟢 POSITIVE ⭐ 6/10

REGULATORY 📅 26 Feb 2026, 03:31 PM

Supreme Industries has disclosed key financial metrics for the quarter ended December 31, 2025, in compliance with SEBI regulations for its listed commercial papers. The company maintains an exceptionally strong balance sheet with a debt-equity ratio of just 0.09 and a robust interest service coverage ratio of 35.91. For the nine-month period ending December 2025, the company reported a net profit of ₹529.12 crores and an EPS of ₹41.65. These figures highlight the company's high creditworthiness and stable operational margins.

Debt-Equity ratio remains very low at 0.09 times, indicating minimal financial leverage.
Interest Service Coverage Ratio is exceptionally strong at 35.91 times.
Net Worth stood at ₹5,068.31 crores as of December 31, 2025.
Reported a Net Profit After Tax of ₹529.12 crores for the nine-month period with an EPS of ₹41.65.
Operating margin and Net profit margin recorded at 12.10% and 6.80% respectively.

💡 Investors should view these healthy solvency and liquidity ratios as a sign of financial stability. The extremely low debt levels and high interest coverage make it a low-risk profile from a credit perspective.

Supreme Industries Appoints MD M.P. Taparia as Chairman and Managing Director

🟡 NEUTRAL ⭐ 6/10

MANAGEMENT 📅 17 Feb 2026, 12:02 PM

Supreme Industries Limited has announced the election of Shri M.P. Taparia as the Chairman of the Board and the Company, effective February 17, 2026. Mr. Taparia, who was already serving as the Managing Director, will now hold the dual role of Chairman and Managing Director (CMD). The decision was finalized during a Board Meeting held on February 17, 2026, which concluded at 11:40 a.m. This move consolidates leadership under a long-standing executive, ensuring continuity in the company's strategic direction.

Shri M.P. Taparia elected as Chairman of the Board and Company effective February 17, 2026.
The appointee will now hold the dual designation of Chairman and Managing Director (CMD).
The Board Meeting confirming the appointment lasted 40 minutes, concluding at 11:40 a.m.
The change was disclosed in compliance with Regulation 30 of SEBI Listing Obligations.

💡 This is a leadership consolidation that signals stability and continuity within the existing management framework. Investors should maintain their current outlook as no major shift in corporate strategy is expected from this internal elevation.

Supreme Industries Appoints Managing Director M.P. Taparia as Chairman and MD

🟡 NEUTRAL ⭐ 5/10

MANAGEMENT 📅 17 Feb 2026, 11:58 AM

Supreme Industries Limited has announced that its Board of Directors has elected Shri M.P. Taparia as the Chairman of the Board and the Company, effective February 17, 2026. Shri Taparia, who was already serving as the Managing Director, will now hold the dual role of Chairman and Managing Director (CMD). This internal elevation indicates a focus on leadership stability and continuity in the company's strategic management. The decision was finalized in a board meeting that concluded at 11:40 a.m. on the same day.

Shri M.P. Taparia elected as Chairman of the Board and Company effective February 17, 2026.
The appointee will now serve in the consolidated role of Chairman and Managing Director (CMD).
The board meeting for this election was conducted on February 17, 2026, between 11:00 a.m. and 11:40 a.m.
The transition follows compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

💡 Investors should view this as a move for leadership continuity as an experienced internal executive takes the helm. No immediate action is required as this is a routine administrative elevation.

Supreme Industries Schedules Institutional Investor Meets for February 10, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 05 Feb 2026, 03:18 PM

Supreme Industries Limited has announced a series of meetings with institutional investors and analysts scheduled for February 10, 2026. The event, organized by Axis Capital, will involve one-on-one and group sessions with prominent firms including Allianz Global, Morgan Stanley Investment Management, and HDFC Life Insurance. The company will be represented by its CFO, P.C. Somani, and VP of Corporate Affairs, R.J. Saboo. These meetings are part of the company's regular investor engagement program to discuss business performance and outlook.

Multiple investor meetings scheduled for February 10, 2026, in physical mode.
Participation from over 30 major institutional investors and funds including Eastspring and ICICI Pru Life.
Top management representation including the Chief Financial Officer and Company Secretary.
Meetings organized by Axis Capital featuring both one-on-one and large group formats.
Disclosure made under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

💡 No immediate action is required as this is a routine investor relations update. Investors should watch for any subsequent investor presentations or transcripts that may provide updated guidance on the plastics industry outlook.

Supreme Industries Corrects Q3 EPS to Rs. 12.07 Following Filing Error

🟡 NEUTRAL ⭐ 4/10

REGULATORY 📅 02 Feb 2026, 01:08 PM

Supreme Industries Limited has issued a clarification regarding its consolidated financial results for the quarter ended December 31, 2025. The company identified a clerical error in its initial XBRL filing where the Earnings per Share (EPS) was incorrectly reported as Rs. 12.48. The actual corrected EPS for the third quarter is Rs. 12.07. The company has since submitted the revised XBRL data to the National Stock Exchange to ensure accurate records.

Clarification issued for the quarter ended December 31, 2025, following an NSE query.
Consolidated EPS corrected to Rs. 12.07 from the previously reported Rs. 12.48.
The discrepancy was attributed to an inadvertent error during the XBRL filing process.
Revised financial data has been formally submitted and taken on record by the exchange.

💡 Investors should update their financial models to reflect the corrected EPS of Rs. 12.07 for the quarter. This is a minor administrative correction and does not reflect a change in the company's underlying business operations.

Supreme Industries Announces Demise of Chairman Shri Bajranglal Surajmal Taparia

🔵 WATCH ⭐ 7/10

MANAGEMENT 📅 31 Jan 2026, 11:15 AM

Supreme Industries Limited has informed the exchanges of the sad demise of its Chairman, Shri Bajranglal Surajmal Taparia, on January 30, 2026. He served as a Promoter and Non-Executive Director, playing a pivotal role in the company's long-term growth. The company has described his passing as an irreparable loss to the organization. Investors should now look for updates regarding the appointment of a successor to the Chairman's position to ensure leadership continuity.

Demise of Chairman and Promoter Shri Bajranglal Surajmal Taparia on January 30, 2026
The deceased held the position of Non-Executive Director on the Board
Notification filed under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
Company management acknowledges the event as an irreparable loss to the Board and employees

💡 Investors should monitor upcoming board meetings for the announcement of a new Chairman and any potential changes in the promoter group's involvement.

Supreme Industries Q3 FY26: Piping Volume Grows 16%, FY26 Margin Guidance Revised to 13.5-14%

🟡 NEUTRAL ⭐ 8/10

EARNINGS 📅 28 Jan 2026, 05:24 PM

Supreme Industries reported a 10% volume growth for 9M FY26, though PAT declined 22% YoY to ₹520 crores due to volatile polymer prices and lower margins. The Plastic Piping segment remains the primary driver, growing 16% in volume during Q3, with total piping capacity set to reach 1 million MT per annum by year-end. Management has revised its full-year EBITDA margin guidance downward to 13.5-14% while maintaining a strong overall volume growth target of 12-14%. The company is also expanding into window profiles and composite LPG cylinders, backed by a total FY26 capex of ₹1,200 crores.

9M FY26 volume grew 10% to 522,018 MT, while PAT fell 22% to ₹520 crores.
Plastic Piping segment saw 16% volume growth in Q3, with a target of 15-17% for the full year.
Total FY26 capex estimated at ₹1,200 crores, including the Wavin business acquisition and new window profile plant.
EBITDA margin guidance for FY26 revised to 13.5-14% from the earlier 14.5-15% range due to pricing volatility.
Received a new LOI for 2 lakh composite LPG cylinders from BPCL to be executed in the current quarter.

💡 Investors should monitor the recovery in polymer prices and the integration of the Wavin acquisition, which are critical for margin improvement. While volume growth remains robust, the downward revision in margin guidance suggests short-term profitability pressure.

Supreme Industries Releases Q3 FY26 Analyst Call Audio Recording

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 21 Jan 2026, 06:24 PM

Supreme Industries has released the audio recording of its conference call held on January 21, 2026. The call focused on the company's un-audited financial results for the third quarter ended December 31, 2025. This disclosure is a standard regulatory requirement following the announcement of quarterly earnings. Investors can access the recording via the company's website to understand management's perspective on performance and future outlook.

Audio recording of the analyst and investor call held on Jan 21, 2026, is now available.
The call discussed the un-audited financial results for the quarter ended Dec 31, 2025.
The recording link is hosted on the official company website for public access.
The filing ensures transparency and compliance with SEBI listing obligations.

💡 Investors should listen to the recording to gain insights into volume growth and raw material price trends. This will help in assessing the company's operational efficiency and guidance for the next quarter.

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💰 Financial Performance

Revenue Growth by Segment

Piping systems grew to 69% of revenue in FY24 (up from 66% in FY23). Industrial goods contributed 14%, Packaging products 13%, and Consumer goods 4%. Overall revenue for H1 FY26 reached INR 5,003 Cr, a 2% YoY increase, while Q2 FY26 revenue was INR 2,394 Cr, up 5% YoY.

Geographic Revenue Split

Not disclosed in available documents, though the company operates 30 plants across India to reduce freight costs and lead times.

Profitability Margins

Operating margins stood at 15.7% in FY24, a 60 bps reduction from FY23 due to PVC price volatility. For H1 FY26, EBITDA margins fell to 12.3% (INR 617 Cr) from 14.5% in the previous year. Management targets an annual operating margin of 14.5% to 15% for FY26.

EBITDA Margin

EBITDA for H1 FY26 was INR 617 Cr, down 13% YoY. Q2 FY26 EBITDA was INR 297 Cr, a 7% YoY decline. The margin compression is attributed to inventory losses and lower realizations despite an 8% YoY growth in sales volume to 338,224 MT in H1 FY26.

Capital Expenditure

Planned capex for FY26 is approximately INR 1,300 Cr, with INR 869 Cr already spent in H1 FY26. Historical capex includes INR 700-800 Cr in FY24 plus INR 150 Cr for the acquisition of Parvati Agro Plast Ltd.

Credit Rating & Borrowing

Maintains a strong credit profile with 'nil' long-term debt. Liquidity is supported by bank lines of INR 1,471 Cr (utilized at 47%) and a net cash surplus of INR 49 Cr as of September 30, 2025.

⚙️ Operational Drivers

Raw Materials

Polyvinyl Chloride (PVC) and other plastic polymers are the primary raw materials. PVC price volatility significantly impacts margins, as seen in the 60 bps margin reduction in FY24 and inventory losses of INR 180 Cr in FY23.

Capacity Expansion

Current installed capacity is approximately 9.5 lakh MT (FY24), expanding to 10.73 lakh MT by March 2025. Recent expansions include greenfield plants in Assam, Tamil Nadu, and Odisha, and the acquisition of Parvati Agro Plast (36,000 MTPA).

Raw Material Costs

Raw material costs are highly volatile; the company experienced inventory losses of INR 40 Cr in H1 FY24 and INR 180 Cr in FY23. Supreme manages this through a price pass-through mechanism to customers.

Manufacturing Efficiency

The company operates 30 plants nationwide to minimize freight costs. Volume growth was 26% in FY24 and 8% in H1 FY26, indicating high capacity utilization despite realization pressures.

Logistics & Distribution

Distribution is handled through a massive network of 5,753 distributors. The decentralized manufacturing strategy (30 plants) is specifically designed to reduce logistics costs as a percentage of revenue.

📈 Strategic Growth

Expected Growth Rate

9-10%

Growth Strategy

Growth is driven by a INR 1,300 Cr capex plan for FY26, focusing on new segments like window profiles (INR 200 Cr investment) and silent pipe systems (INR 80 Cr). The company is also integrating Wavin's operations, expecting regular margins from November 2025, and targeting a total turnover of INR 11,000 to 11,500 Cr for FY26.

Products & Services

Piping systems, cross-laminated films, protective packaging, industrial moulded components, moulded furniture, storage and material handling products, performance packaging films, composite LPG cylinders, and window profiles.

Brand Portfolio

Supreme, Wavin (acquired/licensed), Parvati Agro Plast.

New Products/Services

New product launches include window profiles and silent pipe systems. Value-added products now contribute ~40% of total revenue, up from 36% in FY23, supporting higher overall profitability.

Market Expansion

Expansion into new regions via greenfield plants in Assam, Tamil Nadu, and Odisha. The company is also scaling its distribution network, which grew from 4,300 to 5,753 distributors within two years.

Market Share & Ranking

Supreme is India's leading processor of plastic with a healthy market position across all four business segments.

Strategic Alliances

Maintains a 30.78% stake in associate company Supreme Petrochem Ltd and a collaboration with international manufacturers for product development.

🌍 External Factors

Industry Trends

The industry is seeing increased usage of plastic products in households and growth in the real estate sector. Supreme is positioning itself by shifting toward value-added products (40% share) and expanding capacity to 1.07 million MTPA.

Competitive Landscape

Faces intense competition from both organized and unorganized players in the plastic processing industry, particularly in the piping and consumer goods segments.

Competitive Moat

Moat is built on a massive distribution network (5,753 distributors), 30 manufacturing plants providing logistical advantages, and a high share of value-added products. These factors provide cost leadership and high switching costs in the B2B piping segment.

Macro Economic Sensitivity

Highly sensitive to GDP growth, real estate cycles, and government-led agricultural initiatives. Extended monsoons in H1 FY25 led to a moderation in operating performance.

Consumer Behavior

Increasing consumer preference for branded, high-quality plastic furniture and advanced piping solutions for real estate.

Geopolitical Risks

Exposure to global raw material price volatility (PVC) which is influenced by international crude and petrochemical trends.

⚖️ Regulatory & Governance

Industry Regulations

Operations are subject to environmental and manufacturing standards for plastic processing. The company must comply with various local regulations across its 30 plant locations.

Environmental Compliance

Supreme is committed to ESG principles, with 50% of the board comprising independent directors and a split between the Chairman and CEO roles.

Taxation Policy Impact

The company maintains a policy of prompt payment of applicable taxes. A recent notice regarding tax compliance was received, but the company emphasized its commitment to high standards.

Legal Contingencies

The company received a notice regarding tax compliance (details in Annexure A of the announcement), but specific case values in INR were not disclosed in the provided text.

⚠️ Risk Analysis

Key Uncertainties

Volatility in raw material prices (PVC) can lead to significant inventory losses (e.g., INR 180 Cr). Demand is also subject to monsoon variability affecting the agricultural segment.

Geographic Concentration Risk

Low geographic risk due to 30 plants spread across India, including recent additions in the North-East (Assam), South (Tamil Nadu), and East (Odisha).

Technology Obsolescence Risk

The company mitigates technology risk through international collaborations and investments in new product lines like silent pipes and window profiles.