Supreme Industries Ltd
Supreme Industries Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Plastic piping system volume growth guidance raised to 15%-17% for FY26 due to robust demand in agriculture and housing segments. The company targets a full-year EBITDA margin of 14.5% to 15.5% for the full Company.
From Supreme Industries Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Plastic piping system volume growth guidance raised to 15%-17% for FY26 due to robust demand in agriculture and housing segments.
- Demand in agricultural pipes expected to be better than last year despite short-term softness in June.
- Overall plastic pipe industry expected to grow around 9%-10% in FY26, with Supreme Industries growing faster than the industry.
- Value-added products sales expected to improve over last year; Q1 sales were Rs. 933 crores out of Rs. 2,600 crores total turnover.
- CPVC pipe segment expected to grow over 10% in volume.
- Wavin acquisition adds capacity of 71,000 tons; 30,000 tons expected to be sold in current year, boosting volumes.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Supreme Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company plans to reach a plastic pipes capacity of 1 million metric tons per annum by March 2026, including Wavin's 70,000 tons capacity. (Page 22)
- Wavin's capacity of 71,000 tons will be integrated starting 1st August, with about 30,000 tons expected to be sold this year; next year's plans to be discussed later. (Page 11)
- OPVC pipe capacity includes two lines of about 500 tons per month currently with orders, targeting 32,000 metric tons by April 2028. (Page 11)
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Supreme Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Regarding the composite cylinder segment, currently, the company has a capacity of one cylinder, which is not fully utilized yet.
- The company has received a letter of acceptance from BPCL, but continuous order intake is necessary for any expansion; otherwise, opportunities are meaningless.
- In the OPVC pipe segment, the company has two production lines with a capacity of around 500 tons per month and is receiving orders.
- OPVC is a limited market mainly used as a replacement for ductile iron pipes in the size range 110 mm to 315 mm, primarily for state government or municipal water carrying.
2 more points management made on order book & pipeline
Supreme Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹3.5K Cr, net profit ₹434 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Supreme Inds.'s management said in earlier quarters
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Frequently Asked Questions
What were Supreme Industries Ltd Q1 FY26 results?
Plastic piping system volume growth guidance raised to 15%-17% for FY26 due to robust demand in agriculture and housing segments. The company targets a full-year EBITDA margin of 14.5% to 15.5% for the full Company.
What is Supreme Industries Ltd share price analysis?
Supreme Industries Ltd currently shows a neutral. The stock trades at a P/E of 43.8 with a market cap of ₹45,208 Cr. Investors should review the full earnings analysis for detailed insights.
Is Supreme Industries Ltd planning capital expenditure?
The company plans to reach a plastic pipes capacity of 1 million metric tons per annum by March 2026, including Wavin's 70,000 tons capacity.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.