Supreme Industries Ltd (Building Materials - Plastic Pipes) — fundamental analysis, earnings data, and key metrics. PE: 59.8. ROE: 17.1%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Three acquired units fully integrated with 1 million MT capacity by FY26
Impact: +₹500 Cr revenue
“New greenfield plants are planned for execution in the next financial year, with three acquired units from Wavin fully integrated. The company expects its total installed capacity for the Plastic Piping Business to reach 1 million MT per annum by FY 2026.”
What: Strategic focus on premium segments to drive margin expansion
Impact: +₹300 Cr revenue
“Scaling value-added products to 45% of total turnover (currently ~42%), targeting higher margins and market leadership in premium segments.”
What: Management guidance for strong volume growth in core business
Impact: +₹400 Cr revenue
“We project 12-14% overall volume growth and 15-17% in Plastic Piping Business for FY26. In third quarter we have grown by 16%.”
Earnings deceleration risks from management commentary
Trigger: PVC prices increase >10%
Impact: -150 bps margin impact
Management view: Margin compression was attributed to elevated raw material costs, investments in brand building, and unfavourable product mix
Monitor: PVC price index
Trigger: Debtor days increase >10
Impact: -50 bps margin impact
Management view: Investments in brand building
Monitor: Working capital days
Key quotes from recent conference calls
“Capex outflow for the nine months was ₹1,031 crore, with an expected total outflow of around ₹1,200 crore for the year, to be funded by internal accruals. — Management”
“Margin compression was attributed to elevated raw material costs, investments in brand building, and unfavourable product mix — Management”
“Management highlighted 7% revenue growth and 13% volume growth despite challenging market conditions, driven by strong demand for value-added products (16% turnover growth) and continued market share gains in piping and insulation segments. — Management”
“We project 12-14% overall volume growth and 15-17% in Plastic Piping Business for FY26. Capex guidance maintained at ₹1,200 crore for FY26 to support capacity expansion. — Management”
Forward-looking targets from management for FY26
Revenue Growth Target
12%
Implied PAT Growth
15%
OPM Guidance
12.1%
Capex Plan
₹1200 Cr
Key Milestones
• 1 million MT capacity by FY26
• 45% value-added products mix
• 15-17% volume growth in piping business
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Supreme Industries Ltd's latest quarterly results (Dec 2025) show
Supreme Industries Ltd's current PE ratio is 59.8x.
Supreme Industries Ltd's price-to-book ratio is 8.5x.
Supreme Industries Ltd's fundamental strength based on key financial ratios
Supreme Industries Ltd has a debt-to-equity ratio of N/A.
Supreme Industries Ltd's return ratios over recent years
Supreme Industries Ltd's operating cash flow is positive (FY2025).
Supreme Industries Ltd's current dividend yield is 0.89%.
Supreme Industries Ltd's shareholding pattern (Dec 2025)
Supreme Industries Ltd's promoter holding has increased recently.
Supreme Industries Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Supreme Industries Ltd has 3 key growth catalysts identified from recent earnings analysis
Supreme Industries Ltd has 2 key risks worth monitoring
In Q3 FY26, Supreme Industries Ltd's management highlighted
Supreme Industries Ltd's management has provided the following forward guidance for FY26
Based on quantitative research signals, here is why Supreme Industries Ltd may be worth studying
Supreme Industries Ltd investment thesis summary:
Supreme Industries Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
