(Revised) Chairman Statement made at 83rd Annual General Meeting held on 27th June, 2025

Supreme Industries reported FY25 net revenues of Rs 10,559 Crores (up ~3% YoY) with 5% volume growth, but profitability was under pressure — PBDIT fell to Rs 1,546 Crores (from Rs 1,666 Crores) and net profit declined to Rs 894 Crores (from Rs 1,009 Crores). The plastic piping segment, the company's largest, was hit by lower government infrastructure spending, repeated PVC resin price cuts that triggered aggressive dealer de-stocking, and unseasonal rainfall. Total dividend was raised to Rs 34 per share (1700%) from Rs 30, with a payout of Rs 432 Crores. In the first two months of FY26, revenues grew ~5% to Rs 1,791 Crores with 10% volume growth. A major MoU was announced to acquire Orbia Wavin's India pipes & fittings business, adding 71,000 MT of capacity across three plants. Capex of about Rs 1,100 Crores (including the Wavin deal) is planned, to be fully funded from internal accruals — the company had Rs 962 Crores of net cash surplus as of end-May 2025.