Q1 Investor Presentation
SUPREMEIND · price
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Supreme Industries reported Q1 FY26 revenue of ₹2,609 crore, down 1.03% year-on-year, despite a 5.73% rise in sales volume to 1,83,793 metric tonnes. Operating profit (EBITDA) fell sharply by 17.67% to ₹319 crore, with margins contracting from 14.70% to 12.23%, indicating pricing pressure and rising input/employee costs. Profit after tax declined 24.89% to ₹177 crore, and EPS dropped to ₹13.96 from ₹18.59. The piping segment, which is the largest business, saw revenue dip and a steep fall in EBIT from ₹231 crore to ₹157 crore. On the positive side, the company remains debt-free with a net cash surplus of ₹856 crore and continues to highlight its 30 manufacturing plants and diversified product portfolio across 8 verticals.
A weak quarter with falling profits and shrinking margins despite volume growth is negative for sentiment in the near term, as it signals that the company is unable to pass on rising costs. However, the strong net cash position and zero debt provide a safety cushion for shareholders.