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.
high · management_commentarySupreme Industries — Q4 FY26
Supreme Industries reported FY26 revenue of ₹1,128 crore, up 7% YoY, with volume growth of 12% to 775,397 tons.
neutral
medium
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
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.
high · analyst_questionIncreased competition from Chinese PVC imports
China has become a larger supplier of PVC to India, putting downward pressure on prices and potentially squeezing margins.
medium · management_commentaryExport growth challenges
Export revenue remains low at $5 million, and geopolitical disruptions have moderated export performance, though management targets $50 million.
medium · analyst_question