SUPREME / guidance tracker

Keep management guidance in view.

Supreme Industries · forward-looking guidance across the available source record.

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Guidance tracker

What management said would happen.

Annual Revenue Target: Rs 11,000-11,500 crore

Management expects turnover in this range for FY26, implying significant H2 recovery from H1 performance.

revenue

Annual EBITDA Margin: 14.5-15%

Operating margin guidance maintained for full year despite Q2 miss; H2 margin expected at 17-19% to achieve annual target.

margins

Overall Volume Growth: 12-14% for FY26

Company maintained full-year volume growth target; H1 achieved 8% growth with stronger H2 required.

growth

Plastic Piping Volume Growth: 15-17%

Segment guidance maintained; Q2 already achieved 17% growth; H2 needs to exceed 17% to reach annual target.

growth

FY26 Volume Growth: 12-14% Overall, 15-17% Plastic Piping

Company maintained volume growth guidance despite Q3 headwinds; Q4 targets higher growth to meet full-year targets

growth

FY26 Revenue Guidance: Rs 11,000-11,500 Crore

Revised down from Rs 12,000 crore earlier due to 12-20% polymer price deflation impacting realizations

revenue

FY26 EBITDA Margin: 13.5-14%

Revised from 14.5-15% due to polymer price erosion impact; management expects Q4 margin recovery to 15-16%+

margins

Greenfield Expansion: 100,000 Tonnes in FY27

Two greenfield plants planned for plastic piping; details to be shared in April; operational targets FY28

expansion

Piping volume growth 15-17% in FY27

Management guided for plastic piping system volume growth of 15-17% in FY27, driven by new capacity and market share gains.

growth

Overall volume growth 12-14% in FY27

Overall volume growth for the company is expected to be 12-14% in FY27, including all segments.

growth

EBITDA margin 14-14.5% in FY27

Management expects EBITDA margins to be in the range of 14-14.5% for FY27, consistent with historical sustainable levels.

margins

Capex of over ₹1,000 crore in FY27

The company plans to incur capital expenditure exceeding ₹1,000 crore in FY27, including greenfield projects and capacity expansion.

capex