SUPREME INDUSTRIES LTD

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.

Management provided a balanced view of challenges and opportunities in the business.