Any current/future capex/capital investment/strategic investment?

Supreme Industries is undertaking a significant capital expenditure program, with total asset additions of INR 1,400 crores in FY26, including the Wavin acquisition. The company is expanding capacity with a greenfield project involving 4 plants expected to be partly operational by March 2027 and fully operational within 2 years. Land acquisition for packaging capacity near JNPT is in process, with plans to build a packaging facility targeting the export market; exact capex to be announced post land possession. Focus on capacity expansion in plastic piping systems and electrofusion fittings, in

Future growth expectations in sales/revenue/volumes?

The company anticipates plastic piping business volume growth of 15% to 17% in FY27. Overall volume growth is expected around 12% for the year. The company aims to achieve 2 million tons volume in the long term, up from the current 0.6 million tons. Plans to expand capacity with four new plants partially operational by end of March 2027 and fully operational in two years. Growth strategies include adding more SKUs, appointing more distributors, and expanding export markets with a target to grow export business from $5 million to $50 million. New windows & doors division is expected t

Future growth expectations in earnings/operating earnings/profits/EPS?

Supreme Industries anticipates overall volume growth of around 12% and piping volume growth of 15%-17% for FY27. The Company expects margin expansion with steady PVC resin prices, targeting sustainable EBITDA/EBIT margins delivering returns exceeding 25% on capital employed. New capacity additions, including four plants partially operational by March 2027 and fully ready in two years, will drive volume growth. Expansion focus on exports, aiming to grow from $5 million currently to $50 million soon. Packaging and consumer businesses expected to grow with new product innovations and customer div

Current/ Expected Orderbook/ Pending Orders?

There is no explicit mention of the current or expected order book or pending orders in the provided transcript. However, M.P. Taparia mentioned receiving orders from 3-4 gas companies for gas piping systems, with more orders under negotiation. The company is expanding capacity and launching new SKUs and systems, indicating a focus on growing order inflow. The Company expects to achieve strong volume growth and capacity utilization, reflecting confidence in the order pipeline. No precise numbers or value for the order book or pending orders were disclosed in the available text.

Any current/future new fundraising through debt or equity?

No specific mention of any current or planned fundraising through equity or debt in the provided transcript. The company states a planned capital expenditure of approximately INR 1,000 crore for the year, aimed at capacity expansion and other initiatives. The company highlights a strong balance sheet with zero debt. There is no indication of the need for raising new funds via debt or equity; the company appears to be funding its capex through internal accruals or existing resources. Any acquisition-related capital expenditure (e.g., Wavin acquisition) is mentioned separately but without detail

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Supreme Industries LtdQ1 FY26Industrial Products

Supreme Industries Ltd Q1 FY26 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹3,575P/E: 46.7Market Cap: ₹44.6K CrSector: Industrial Products

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 3

→The company anticipates plastic piping business volume growth of 15% to 17% in FY27.
→Overall volume growth is expected around 12% for the year.
→The company aims to achieve 2 million tons volume in the long term, up from the current 0.6 million tons.
→Plans to expand capacity with four new plants partially operational by end of March 2027 and fully operational in two years.
→Growth strategies include adding more SKUs, appointing more distributors, and expanding export markets with a target to grow export business from $5 million to $50 million.
→New windows & doors division is expected to contribute around INR 200-250 crores in annual revenue once fully operational.
→The company targets sustainable EBITDA margins of around 14%-14.5% with consistent returns above 25% on capital employed.

Margin guidance

Category 3

→Supreme Industries anticipates overall volume growth of around 12% and piping volume growth of 15%-17% for FY27.
→The Company expects margin expansion with steady PVC resin prices, targeting sustainable EBITDA/EBIT margins delivering returns exceeding 25% on capital employed.
→New capacity additions, including four plants partially operational by March 2027 and fully ready in two years, will drive volume growth.
→Expansion focus on exports, aiming to grow from $5 million currently to $50 million soon.
→Packaging and consumer businesses expected to grow with new product innovations and customer diversification.
→Windows & Doors division at full capacity may generate INR 200-250 crores in annual revenues with good margins.
→Planned capex of approximately INR 1,000 crores aims to strengthen manufacturing capabilities and expand capacity, supporting profit growth.

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Fundraise plans

→No specific mention of any current or planned fundraising through equity or debt in the provided transcript.
→The company states a planned capital expenditure of approximately INR 1,000 crore for the year, aimed at capacity expansion and other initiatives.
→The company highlights a strong balance sheet with zero debt.
→There is no indication of the need for raising new funds via debt or equity; the company appears to be funding its capex through internal accruals or existing resources.
→Any acquisition-related capital expenditure (e.g., Wavin acquisition) is mentioned separately but without details on funding sources.

Order book

→There is no explicit mention of the current or expected order book or pending orders in the provided transcript.
→However, M.P. Taparia mentioned receiving orders from 3-4 gas companies for gas piping systems, with more orders under negotiation.
→The company is expanding capacity and launching new SKUs and systems, indicating a focus on growing order inflow.
→The Company expects to achieve strong volume growth and capacity utilization, reflecting confidence in the order pipeline.
→No precise numbers or value for the order book or pending orders were disclosed in the available text.

Capex plans

Yes

→Supreme Industries is undertaking a significant capital expenditure program, with total asset additions of INR 1,400 crores in FY26, including the Wavin acquisition.
→The company is expanding capacity with a greenfield project involving 4 plants expected to be partly operational by March 2027 and fully operational within 2 years.
→Land acquisition for packaging capacity near JNPT is in process, with plans to build a packaging facility targeting the export market; exact capex to be announced post land possession.
→Focus on capacity expansion in plastic piping systems and electrofusion fittings, including new SKUs and systems.
→Emphasis on export market growth with a target to grow export revenue from $5 million to $50 million.
→Windows & Doors division at Kanpur Dehat, UP, started production in March 2026, expected to reach full capacity sales by next year enabling further capacity expansion.

How does Supreme Industries Ltd rank vs peers in Industrial Products?

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