Supreme Industries Limited has released the transcript of its earnings conference call held on January 21, 2026, following the announcement of Unaudited Financial Results for the Quarter and Nine Months ended December 31, 2025. The call, which followed a Board Meeting on January 21, 2026, featured management discussions on the company's performance and outlook. During the nine months of the current year, the company achieved a volume sale of 522,018 MT of plastic goods and a net product turnover of ₹7,582 crore, marking a volume growth of approximately 10% and a product value growth of 3% compared to the previous year. However, consolidated operating profit and profit after tax for the nine months decreased by 11% and 22% respectively, to ₹980 crore and ₹520 crore. The company reported varying performance across its product segments in Q3 FY26 compared to the previous year. The Plastic Piping System business saw a growth of 16% in volume and 10% in value. The Packaging Product Segment grew by 2% in volume but degrew by 2% in value. The Industrial Products Segment remained flat in volume and grew by 1% in value. The Consumer Product Segment grew by 8% in volume and 5% in value. The overall turnover of value-added products increased by approximately 16% to ₹1,118 crore in Q3 FY26. Looking ahead, Supreme Industries anticipates continued growth, projecting an overall volume growth of 12% to 14% and 15% to 17% in the Plastic Piping Business for the full year. The company is expanding its product range, including the newly launched PP silent pipe system and Electrofusion (EF) Fittings, and is nearing completion of capacity expansions. 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. 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. The management expressed confidence in the demand for agriculture and infrastructure sectors, supported by favorable monsoons and economic conditions. They also noted a reversal in the downward trend of polymer prices, with an upward movement expected to continue into 2026. The company is focusing on increasing the share of value-added products and is expanding its composite LPG cylinder business with BPCL.
