Supreme Industries earnings calls.

Supreme Industries reported 10% volume growthCurrent reported value: 10% volume growth. No comparable prior figure is available in the source record. (522,018 MT) but -11% EBITDACurrent reported value: -11% EBITDA. No comparable prior figure is available in the source record. (₹980Current reported value: 980. No comparable prior figure is available in the source record. crore) and -32% PATCurrent reported value: -32% PAT. No comparable prior figure is available in the source record. decline (₹520 crore) for 9M FY26 due to severe polymer price erosion. Q3 segment volumes grew: plastic piping +16%Current +16%. Reported change: +16% YoY., packaging +2%Current reported value: +2%. No comparable prior figure is available in the source record., industrial flatCurrent reported value: flat. No comparable prior figure is available in the source record., consumer +8%Current reported value: +8%. No comparable prior figure is available in the source record.. Management confirmed polymer price erosion has been arrestedCurrent reported value: polymer price erosion has been arrested. No comparable prior figure is available in the source record. with PVC prices rising from $580 to $640 CIF India. The nine-month inventory loss was estimated at ₹100-120 croreCurrent reported value: ₹100-120 crore. No comparable prior figure is available in the source record.. Revised FY26 EBITDA margin guidance to 13.5%-14%Current reported value: 13.5%-14%. No comparable prior figure is available in the source record. (down from 14.5%-15%), implying Q4 margins of 15-16%Current reported value: Q4 margins of 15-16%. No comparable prior figure is available in the source record.. Full-year volume growth guidance maintained at 12-14% overall and 15-17% for plastic pipingCurrent reported value: 12-14% overall and 15-17% for plastic piping. No comparable prior figure is available in the source record.. Wavin integration complete with 180+ new customers; 1 million ton capacity expected by FY26-end. Key risks: polymer price volatilityCurrent reported value: polymer price volatility. No comparable prior figure is available in the source record. (management admits they cannot forecast), persistent weakness in industrial components for appliancesCurrent reported value: industrial components for appliances. No comparable prior figure is available in the source record., and working capital intensityCurrent reported value: working capital intensity. No comparable prior figure is available in the source record. (inventory ₹1,900 croreCurrent ₹1,900 crore. Reported change: Elevated.). Debt-free target by March 31, 2026.