Conference Call with Supreme Industries Management and Analysts on Q3FY26 Performance and Outlook. Listen to the full earnings transcript.
Plastic Products company Supreme Industries announced Q3FY26 results Revenue: Rs 2,690.71 crore against Rs 2,518.78 crore during Q3FY25, change 7%. PBT: Rs 206.07 crore against Rs 245.41 crore during Q3FY25, change -16%. PAT: Rs 153.37 crore against Rs 186.97 crore during Q3FY25, change -18%. PAT Margin: 5.7% for Q3FY26. EPS: Rs 12.07 for Q3FY26. M. P. Taparia, Managing Director, The Supreme Industries, said: “World economy growth is affected by geopolitical tensions in several regions This has resulted in extreme volatility in commodity prices. Combination of these factors have resulted in lower growth in world economy in the year 2025. The company believes this downward trend has now reversed: Polymer prices may have started upward trend. The polymer producers have through quite tough time. It has resulted into closure of several petrochemical plants and/or running at quite low capacity: Combined outcome of these actions has put brake in erosion of the prices. Starting from the calendar year 2026, the Polymer have started upward movement. The Company is operating in various segments of the business The Company has grown 10% in overall volume and by 13% in Plastic Piping business in first nine months of the current year: The Company expects to overall in volume overall between 12% to 14% and 15% to 17% in Plastic Piping Business during the year over previous year. Plastics Piping business growth is now coming back to normalcy as continuous downward price trend scenario has been arrested. Driven by monsoon, favourable economic conditions encompassing housing, agriculture and infrastructure in the last quarter of FY26 will put demand growth in the year: The company is well equipped to meet increased demand of its piping product portfolio. Newly launched PP silent pipe system in technical collaboration with M/s Poloplast Gmbh of Austria has been well received in the market; The Company is expanding its range of Electrofusion (EF) Fittings and bath ware products. The Company continues to invest and enlarge the product basket in all its divisions and to remain focused on increasing the share of value-added products. Capacity expansions at various locations for Plastic Piping business and Protective packaging products taken in hand are nearing completion and shall be available for full Fiscal year 26-27. As informed earlier; new greenfield plant/capacities shall be taken up for execution in next financial year: Three units acquired through Wavin Business acquisition are fully integrated and realigned and shall be available for their full potential from February onwards Total Installed capacities of the Plastic Piping Business shall reach to one million MT per annum by 31st March 2026. Project execution at site for Profile window is nearing completion Production trials have commenced. The Company expects to launch commercial production in the market from February 2026. During the first nine months of the current year, Company has made capex outflow of Rs: 1031 Crs: including acquisition of Wavin Business The Company expects total cash outflow during this year will be around Rs.1200 Crs. towards existing & new capital commitments including acquisition of Wavin Business. Entire Capex shall be funded from internal accruals. AlL other product divisions are faring well and envisage moderate growth during the year: The protective packaging product division is specifically driving its growth plan by increasing its product range, expanding capacities and offerings for customized solutions. The Company has fully executed LOL for supply of 2 lakhs nos of 10 Kg: composite LPG cylinders to Bharat Petroleum Corporation limited (BPCL): Company has received further LOI for supply of 2 lakh nos. of composite cylinders to BPCL which shall be executed in current quarter The Company continues to work to expand export geographies and participate national and international exhibitions in the field.” Result PDF