Delayed Anti-Dumping Duty on PVC
Final ADD recommendation from DGTR pending; expected announcement Oct-Nov 2025 after Ministry of Finance examination; timing uncertainty remains
SUPREMEIND / Q1-FY26 / risks
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Supreme Industries · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Government Funds Flow to JNM Segment
Government segment customers owe ₹304 crore, outstanding for 6+ months; no expected near-term resolution per management; impacts working capital and participation in government tenders
H1 Volume Run-rate Below Guidance Run-rate
Q1 volume growth of 6% vs 15-17% full-year guidance implies ~18-20% growth needed in H2; requires significant demand recovery and restocking acceleration
PVC Price Volatility and Inventory Losses
Q1 inventory loss of ₹50-60 crore from finished goods and raw material price declines; management expects price stability going forward but oil-linked PVC remains volatile