PVC resin price volatility
PVC prices have been highly volatile, with a 32% increase in March followed by a 30% decline in April, impacting channel inventory and demand.
SUPREME / bear-case history
Track the concerns that keep returning.
Supreme Industries · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
high
Slow government infrastructure spending
Jal Jeevan Mission and other government schemes have seen slow fund releases, with only one-third of budgeted amounts spent in the last two years.
Increased competition from Chinese PVC imports
China has become a larger supplier of PVC to India, putting downward pressure on prices and potentially squeezing margins.
Export growth challenges
Export revenue remains low at $5 million, and geopolitical disruptions have moderated export performance, though management targets $50 million.