SUPREMEIND

Supreme Industries share price & financials

Price
₹3,525.5
Market cap
₹44.9k Cr
Sector
Capital Goods
Calls analysed
6
Latest concall · Q1 FY27 · call held 28 Jul 2026

Supreme Industries Limited Q1 FY27

Revenue from Operations ₹2,718 cr +4%Profit After Tax ₹208 cr +18%

What went well

  • Revenue from operations increased 4% YoY to INR 2,718 crores despite volume de-growth.
  • Operating Profit grew 25% YoY to INR 398 crores.
  • Profit After Tax increased 17% YoY to INR 208 crores.

What to watch

  • Overall volume de-growth of 14% in Q1 FY27 (1,57,536 tons vs 1,83,793 tons YoY).
  • Plastic piping system business de-grew by 15% in volume.
Read the full call →

What Supreme Industries Limited does

Supreme Industries is a diversified plastics processing company that converts polymer resins into finished goods across four verticals: plastic piping systems, industrial products (components, material handling and composite LPG/CNG cylinders), packaging products (protective packaging, specialty and cross-laminated films) and consumer products (moulded furniture). It manufactures across a nationwide network of plants and sells through a pan-India dealer/distributor network under the Supreme brand, with a wholly owned overseas subsidiary in the UAE handling exports to over 50 countries.

Segments

  • Plastics Piping Products
  • Industrial Products
  • Packaging Products
  • Consumer Products
Manufacturing plants
35 plants across 21 states and 2 union territories
Business verticals
8
Distributors
6,400+
Export countries
54
Depots
34
Branch offices
21
Founded 1942Headquarters Mumbai, Maharashtra, India Company website

Guidance record · Q1 FY27

what the last two calls moved 17 tracked 4 delivered 4 missed 9 open
  • EBITDA Margin delivered said Q1 FY26 Promised: Overall margin will be around 14.5% to 15.5%. Q1 FY27: Promise concluded in FY26.
  • Plastic Piping Volume Growth missed said Q1 FY26 Promised: Grow plastic piping business volume between 15% to 17% this year. Q1 FY27: Promise concluded in FY26.
  • FY27 Piping Volume Growth at risk said Q4 FY26 Promised: We anticipate to grow 15% to 17% piping business. Q1 FY27: Guidance of 15-17% for FY27 maintained despite a 15% YoY volume de-growth in Q1, citing strong recovery expected in subsequent quarters.

All 17 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 4.2%, net profit up 39.1% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue2,273 2,510 3,027 2,609 2,394 +5%2,687 +7%3,528 +17%2,718 +4%
EBITDA319 309 416 319 297 −7%314 +2%623 +50%398 +25%
Net profit207 187 294 202 165 −20%153 −18%434 +48%281 +39%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −21.4% 1Y

₹3.5k₹4.0k₹4.5kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 27 Oct 2025Q3 FY26 — 21 Jan 2026Q4 FY26 — 27 Apr 2026Q1 FY27 — 28 Jul 2026

1Y: ₹4,282.5 on 10 Sept 2025 → ₹3,364.4. High ₹4,593.9 (16 Sept 2025), low ₹3,157.8 (30 Jun 2026).

How the price took the results

close before → close after

Q1 FY27
+1.7%
28 Jul
Q4 FY26
+0.8%
27 Apr
Q3 FY26
−0.7%
21 Jan
Q2 FY26
−0.1%
27 Oct

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 6.8% a year over 3 years, FY23 to FY26. Operating margin widened to 13.8%.

Year endingFY23FY24FY25FY26
Revenue₹9.2k Cr₹10.1k Cr₹10.4k Cr₹11.2k Cr
Operating profit₹1.2k Cr₹1.5k Cr₹1.4k Cr₹1.6k Cr
Operating margin13.0%15.3%13.7%13.8%
Interest₹8 Cr₹17 Cr₹12 Cr₹29 Cr
Depreciation₹264 Cr₹298 Cr₹358 Cr₹428 Cr
Net profit₹865 Cr₹1.1k Cr₹961 Cr₹954 Cr
Net margin9.4%10.6%9.2%8.5%
ROCE26.0%29.0%22.0%21.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹25 Cr₹25 Cr₹25 Cr₹25 Cr₹25 Cr₹25 Cr
Reserves₹3.1k Cr₹3.8k Cr₹4.4k Cr₹5.1k Cr₹5.7k Cr₹6.1k Cr
Borrowings₹38 Cr₹46 Cr₹51 Cr₹55 Cr₹322 Cr₹91 Cr
Other liabilities₹1.1k Cr₹1.1k Cr₹1.2k Cr₹1.4k Cr₹1.4k Cr₹1.5k Cr
Total liabilities₹4.3k Cr₹5.0k Cr₹5.7k Cr₹6.6k Cr₹7.5k Cr₹7.8k Cr
Fixed assets₹1.7k Cr₹1.8k Cr₹2.1k Cr₹2.3k Cr₹3.0k Cr₹3.7k Cr
Capital work in progress₹51 Cr₹156 Cr₹84 Cr₹149 Cr₹483 Cr₹136 Cr
Investments₹337 Cr₹476 Cr₹577 Cr₹638 Cr₹715 Cr₹762 Cr
Other assets₹2.2k Cr₹2.6k Cr₹3.0k Cr₹3.4k Cr₹3.2k Cr₹3.2k Cr
Total assets₹4.3k Cr₹5.0k Cr₹5.7k Cr₹6.6k Cr₹7.5k Cr₹7.8k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, FIIs trimmed −4.86 pp while DIIs added +4.39 pp. The shareholder count grew 15% to 95,613.

Promoters
49.0%
FIIs
17.1%
DIIs
19.0%
Government
0.1%
Public
14.9%

Since Jun 2025

  • FIIs −4.86 pp
  • DIIs +4.39 pp
  • Public +0.33 pp

How it drifted, 12 quarters

Over this window FIIs fell from 23.9% to 17.1% — −6.8 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 48.9%, FIIs 23.9%, DIIs 12.5%, Public 14.8%.Dec '23: Promoters 48.9%, FIIs 24.6%, DIIs 11.9%, Government 0.3%, Public 14.3%.Mar '24: Promoters 48.9%, FIIs 24.7%, DIIs 11.4%, Public 15.1%.Jun '24: Promoters 48.9%, FIIs 25.1%, DIIs 11.5%, Public 14.6%.Sep '24: Promoters 48.9%, FIIs 25.9%, DIIs 10.6%, Public 14.6%.Dec '24: Promoters 48.9%, FIIs 24.7%, DIIs 12.0%, Public 14.5%.Mar '25: Promoters 48.9%, FIIs 22.9%, DIIs 13.3%, Public 15.0%.Jun '25: Promoters 48.9%, FIIs 21.9%, DIIs 14.6%, Government 0.0%, Public 14.6%.Sep '25: Promoters 48.9%, FIIs 20.7%, DIIs 16.0%, Government 0.1%, Public 14.4%.Dec '25: Promoters 49.0%, FIIs 19.2%, DIIs 17.1%, Government 0.1%, Public 14.6%.Mar '26: Promoters 49.0%, FIIs 17.1%, DIIs 19.1%, Government 0.1%, Public 14.7%.Jun '26: Promoters 49.0%, FIIs 17.1%, DIIs 19.0%, Government 0.1%, Public 14.9%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 1 holder trimming and 2 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Supreme Industries Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Boon Investment And Trading Company Private Limited 16.17%unchanged
Jovial Investment And Trading Company PrivateLimited 16.17%unchanged
Venktesh Investment And Trading Company Private Limited 14.20%unchanged
Nalanda India Fund Limited FPI fund2.97%unchanged
NPS Trust- A/C SBI Pension Fund Scheme E - Tier I Pension / PF2.47%newly disclosed
HDFC Mutual Fund-HDFC Arbitrage Fund Mutual fund1.84%newly disclosed
SBI Nifty Midcap 150 Index Fund Mutual fund1.65%+0.22 pp
SBI Life Insurance Co. Ltd Insurer1.50%unchanged
Isif Equity Ex-Top 100 Long-Short Fund AIF1.38%−1.06 pp
Axis Mutual Fund Trustee Ltd. A/C Axis Mutual Fund A/C Axis Multi Asset Allocation Fund Mutual fund1.37%unchanged
Nippon Life India Trustee Ltd-A/C Nippon India Nifty Midcap 150 Index Fund Mutual fund1.21%unchanged
HDFC Life Insurance Company Limited Insurer1.04%newly disclosed

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in SUPREMEIND

Filings to Aug 2026

0 new, 8 added, 2 trimmed, 0 sold out — net +0.27 L shares (+0.6%).

Held by funds
₹1.6k Cr
16 schemes
Biggest holder
SBI Midcap Fund
₹712 Cr · 2.9% of that fund
SchemeHoldingLast month
SBI Midcap Fund SBI Mutual Fund₹712 Crheld
Nippon India Growth Mid Cap Fund Nippon India Mutual Fund₹435 Crheld
HDFC Multi Cap Fund HDFC Mutual Fund₹151 Crheld
HDFC Large and Mid Cap Fund HDFC Mutual Fund₹56 Crheld
Nippon India Arbitrage Fund Nippon India Mutual Fund₹54 Cr−0.01 L
Nippon India Vision Large & Mid Cap Fund Nippon India Mutual Fund₹36 Crheld
SBI Arbitrage Fund SBI Mutual Fund₹33 Cr+0.03 L
HDFC Arbitrage Fund HDFC Mutual Fund₹29 Cr+0.20 L

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

8 added, 2 trimmed — net +27,289 shares (+0.6%)

Funds are sitting on
+16%
vs est. average cost
Held by funds
₹1.6k Cr
16 schemes · ≈ 3.4% of the company
Biggest holder
SBI Midcap Fund
₹712 Cr · 2.9% of that fund
Longest holder
Nippon India ETF Nifty Midcap 150
7y 8m · since Jan '19

Shares held by these funds +4%

Aug '23 43.69 L shares Jul '26

What the price assumes

Growth trap

To justify its price of ₹3364, this stock must grow earnings at 28% every year for 7 years. Our analysis caps realistic growth at ~3%. At that growth it is worth ₹941 — downside of 72%.

Growth the price implies
27.7% a year
for 7 years, fading to 4%
It has actually compounded at
3.3% a year
net profit, FY23–FY26 · EPS 3.3%
The gap
0.2 pp
-72% downside if it only repeats history
Price today ₹3,364.4 Value at the reference growth ₹941.49

Change the assumptions yourself →

All earnings calls (5)

Read the Q1 FY27 call →

Learn to analyse Supreme Industries Limited

Guides on how to read this kind of business and the numbers that matter.