Supreme Industries Limited Earnings Summary — Q4 FY2026
Supreme Industries Delivers Record Quarterly Revenue and Robust Margin Recovery in Q4 FY2026
Key Takeaways
- Q4 FY2026 achieved a significant milestone with revenue crossing INR 3,500 Cr for the first time in a single quarter.
- Operating Profit Margin rebounded sharply to 18%, recovering from a full year of suppressed 12-14% margins.
- The plastic piping segment remains the primary growth engine, representing 67% of total revenues.
- Fixed assets grew substantially to INR 3,673 Cr, indicating massive capacity expansion commissioned during the year.
- Net profit saw a massive sequential surge of 183% compared to Q3 FY2026, driven by operating leverage and better realization.
- The company continues its track record of zero financial engineering, with growth funded almost entirely through internal accruals.
Management Guidance
Management remains focused on scaling the value-added product portfolio and leveraging its 14,000+ SKUs to maintain market dominance amidst infrastructure tailwinds.
Sentiment Shift
Improving
A major recovery in operating margins and record-breaking quarterly sales reverse the trend of stagnant profit growth seen in earlier quarters of the fiscal.
Outlook
The outlook is bullish supported by national infrastructure projects and a significant increase in production capacity. Despite polymer price volatility, the scale of distribution provides a competitive moat.
From the Annual Report (Key Quotes)
“SIL has delivered a healthy 10-year revenue CAGR of 14% and profit CAGR of 15%, indicating efficient operating leverage.”
“The balance sheet is exceptionally strong, with borrowings remaining under INR 100 Cr against a net worth exceeding INR 6,000 Cr.”
“The transition toward value-added products and increased capacity suggests a continued compounding trajectory.”
Earnings Call Transcript — Q4 FY2026
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This summary is AI-generated from Supreme Industries Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.