Supreme Industries reported a consolidated net profit of ₹280.72 crore for the quarter ended June 30, 2026, marking a 38.8% year-on-year increase from ₹202.30 crore in Q1FY25. The Mumbai-based plastics manufacturer delivered this bottom-line growth primarily through a significant surge in earnings from its associate, Supreme Petrochem Limited, which contributed ₹73.05 crore compared to ₹25.18 crore in the previous year. This external gain offset a 14.3% decline in sales tonnage, demonstrating the company’s ability to protect margins through product mix optimization and pricing power despite volume headwinds.

The Board of Directors approved the unaudited financial results on July 28, 2026, pursuant to Regulation 30 and 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The results were reviewed by the Audit Committee before board approval. Statutory auditors M/s M S K A & Associates LLP reviewed the financial statements. Consolidated revenue from operations rose 4.2% to ₹2,717.66 crore from ₹2,626.13 crore in Q1FY25, while total income stood at ₹2,726.79 crore.

Segment Performance

The Plastics Piping Products segment remained the core revenue driver, generating ₹1,790.88 crore in sales, broadly stable against ₹1,792.31 crore in Q1FY25. However, segment profit improved significantly to ₹204.80 crore from ₹157.39 crore, reflecting better margin realization. The Industrial Products segment saw robust growth with revenue rising to ₹373.26 crore from ₹301.59 crore. Packaging Products revenue increased to ₹438.20 crore from ₹401.55 crore.

Total segment profit before interest and tax was ₹284.67 crore, up from ₹234.41 crore in Q1FY25. Finance costs remained low at ₹4.16 crore, down from ₹9.01 crore in the preceding quarter, further aiding bottom-line expansion.

Operational Highlights

Sales tonnage declined by 14.3% year-on-year to 157,536 MT from 183,793 MT in Q1FY26, according to the investor presentation. Despite this volume contraction, standalone EBITDA grew by 24.7% to ₹398.04 crore from ₹319.12 crore, expanding the EBITDA margin to 14.65% from 12.23%. Standalone net profit stood at ₹207.76 crore, up 17.1% from ₹177.36 crore in Q1FY25. Earnings per share (basic and diluted) for the consolidated entity were ₹22.10, compared to ₹15.93 in the previous year’s quarter.

What the Numbers Show

A key analytical observation is the divergence between revenue growth and profit growth. While consolidated revenue grew modestly by 4.2%, net profit surged by 38.8%. This disproportionate gain is primarily attributable to the external factor of increased earnings from Supreme Petrochem Limited rather than operational leverage within the core business. The standalone operating profit before tax was ₹280.68 crore, only slightly higher than ₹240.24 crore in Q1FY25, suggesting that core operational margins have stabilized but not expanded significantly. Investors should note that the current quarter’s headline profit is heavily influenced by associate performance, which may fluctuate independently of the parent company’s operational cycles. The company maintains a debt-free balance sheet with a cash surplus of ₹542 crore as of June 30, 2026.

Supreme Industries has released the audio recording of its investor and analyst conference call, providing stakeholders with direct access to management’s commentary on the company’s unaudited financial results for the quarter ended June 30, 2026. The teleconference was conducted on Tuesday, July 28, 2026, at 4.00 p.m., allowing investors to review detailed discussions regarding the quarterly outcomes.

The disclosure, issued under reference number SH/13/2026, was submitted to both the National Stock Exchange of India Ltd. and BSE Limited. This filing ensures regulatory compliance with listing regulations regarding the equal dissemination of material information to all market participants. The notice was signed by R. J. Saboo, VP (Corporate Affairs) & Company Secretary at The Supreme Industries Limited.

Key Details of the Disclosure

The audio recording is hosted on the company's official website at https://www.supreme.co.in/images/pdf/Concall-Q1.mp3 , ensuring direct access for investors and market participants who were unable to attend the live session. Investors are advised to refer to the official financial results filing for specific numerical data regarding revenue, profit, and other key performance indicators, as this notice primarily serves to provide access to the qualitative discussion surrounding those figures.