Supreme Industries Ltd

Meeting Details

• Date: 13 August 2026.
• Type/Mode: One-to-one, physical meetings.
• Organizer: Equirus Securities (P) Limited.
• Company representatives: CFO, VP Corporate Affairs & Company Secretary, DGM Corporate Affairs & Dy. Company Secretary.
• Investors: SBI MF, UTI MF, Bajaj Life, Kotak Group, ICICI Prudential MF.
• Purpose: Schedule of analyst/institutional investor meets.

Meeting Details

• Date: 13 August 2026; Time not disclosed.
• Type and mode: One-to-One, Physical.
• Organizer: Equirus Securities (P) Limited.
• Purpose: Schedule of Analyst/Institutional investor meets.
• Key company participants: CFO; VP Corporate Affairs & Company Secretary; DGM Corporate Affairs & Company Secretary.

Meeting details

• Date and time: 28 July 2026 at 4:00 p.m. IST.
• Type and mode: Teleconference call for analysts and investors, conducted virtually.
• Event/organiser: Audio recording of Supreme Industries Q1 FY2026 investor call.
• Purpose: Discuss un-audited results for quarter ended 30 June 2026.
• Recording: Audio recording available; link provided in filing.

Business Overview

• India's largest plastics manufacturer and processor.
• 9 verticals across Plastics Piping, Industrial, Packaging, and Consumer divisions.
• 35 manufacturing plants; 55 export markets.
• Pan-India distribution with 7,000+ distributors.
• Renewable energy focus; solar capacity 42.32 MWp; RE investment ₹140 Cr.
• SBTi Net Zero target validated; CDP and DJSI reporting.

Operational Highlights

• Q1 FY27 revenue ₹2,718 crore, +4% YoY.
• Q1 FY27 sales volume 157,536 MT, +14% YoY.
• 750,000+ MT products sold.
• Turnover above ₹11,000 crore.

Financial Performance

• Revenue for Q1 FY27: ₹2,718 crore; +4% YoY.
• Market capitalization around ₹40,000 crore.
• CRISIL rating AA+ with stable outlook.

Capital Structure & Liquidity

• Debt-free status with cash surplus ₹542 crore as of 30 June 2026.

Strategic Priorities & Outlook

• Grow via PAN-India manufacturing and 9 verticals.
• Emphasis on value-added products and digital customer connect.
• Renewable energy target of 35% by FY25-26; 42.32 MWp solar.
• SBTi Net Zero target validated; CDP and DJSI participation.

Governance & Leadership

• CFO P C Somani and VP Corporate Affairs R J Saboo.
• No material governance changes reported.

Financial highlights

• Unaudited Q1 FY27 results released for quarter ended 30 June 2026.
• Standalone total income ₹2,726.79 crore, up 3.83% YoY.
• Standalone operating profit ₹398.04 crore; margin 14.60%.
• Standalone PBT ₹280.68 crore; margin 10.29%.
• Standalone PAT (before OCI) ₹207.76 crore; margin 7.62%.
• Standalone EPS ₹16.36; cash EPS ₹25.99.
• Consolidated total income ₹2,726.79 crore; up 3.83%.
• Consolidated operating profit ₹471.00 crore; margin 17.27%.
• Consolidated PBT ₹353.64 crore; margin 12.97%.
• Consolidated PAT ₹280.72 crore; margin 10.29%.
• Consolidated EPS ₹22.10; cash EPS ₹31.73.
• Cash surplus ₹542 crore as of 30 June 2026.
• Cash surplus ₹648 crore as of 31 March 2026.

Outlook and developments

• Polymer price volatility impacted Q1; expected to normalise.
• Customs duty exemption removed from 16 July; MIP for PVC resin.
• Expect improved momentum as inventories normalize and demand recovers.
• FTAs expanding export footprint across UAE, Australia, UK, EU, and other markets.
• Investing in product development, certifications, and market access to leverage trade agreements.
• Piping Systems capacity reached 1 million MT per annum.
• Introduced PERT, electrofusion fittings, valves, and PP Silent Pipe Systems.
• Wavin integration completed, strengthening technology and capabilities.
• Material Handling started PP Bubble Guard Sheets production.
• BPCL added as Composite Cylinders customer.
• HPCL bid participated; procurement ongoing.
• All three OMCs started procuring composite LPG cylinders.
• CNG cascades commenced; expanding presence in international markets.
• Launched new uPVC Windows and Doors vertical using European tech.
• Plans to scale exports meaningfully over the next few years.

Board action

• Board approved unaudited consolidated and standalone results for quarter ended 30 June 2026.

Consolidated results

• Group PAT Rs 73.05 Cr and OCI Rs 72.94 Cr for quarter ended June 30, 2026.

Standalone results

• Standalone unaudited results reviewed; no material misstatement observed.

Associate & subsidiary notes

• Associate Supreme Petrochem (30.78% equity) results included; one associate not reviewed.

Subsidiary detail

• One subsidiary not reviewed; revenue Rs 0.34 Cr, net loss Rs 0.11 Cr.

Auditor & publication

• MSKA & Associates LLP issued the review; results published via newspapers and website.

Meeting details

• Board meeting held July 28, 2026; unaudited results approved.

Group structure note

• Group includes The Supreme Industries Overseas (FZE) and Supreme Petrochem as associate.

Meeting Details

• Meeting date/time/location not disclosed in filing.

Key Agenda Items

• Consideration of un-audited financial results (consolidated and standalone) for the quarter ended 30 June 2026.
• Trading window to reopen after 48 hours.

Other Notes

• Trading window reopening referenced to earlier letter dated 25 June 2026.

Sustainability report highlights

• Published Supreme’s 4th Sustainability Report FY2025-26 (GRI/BRSR), covering Apr 2025–Mar 2026.
• Net zero target set for 2050; SBTi validation achieved for the target.
• FY26 solar capacity reaches 43.30 MWp; target to reach 10 MWp by FY27.
• FY26 revenue from operations ₹11,217.67 crore; FY25 ₹10,446.25 crore.
• FY26 Scope-1 emissions 19,983 tCO2e; Scope-2 217,910 tCO2e; Scope-3 2,234,697 tCO2e.
• FY26 emissions reduction: 89,350 tCO2e avoided via green energy uptake.
• 33 plants equipped with renewable energy; RE mix ~29%.
• CSR FY26 spend approx ₹24.5 crore; plan ₹30 crore for FY2026-27.
• No data breaches in FY2025-26; cybersecurity SOC in place; AI/ML SOC in development.
• Zero penalties or regulatory non-compliance during the year.