Earnings call summary for Supreme Industries (SUPREMEIND) Q3 FY2026, highlighting a 7% revenue growth, 12.9% increase in total sales volume, and challenges in EBITDA margins due to polymer price fluctuations.

Supreme Industries -SUPREMEIND-Q3 FY2026 Earnings Conference Call Note

Supreme Industries reported a 10% volume growth in Q3 FY2026, primarily driven by a 16% increase in plastic piping. However, profit declined by 32% due to significant inventory losses of INR 100-120 crores and margin pressure from polymer price volatility. Despite cautious optimism from management about price stabilization and ongoing expansion, achieving revised margin guidance remains challenging given the required Q4 performance.

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