Analysts/Institutional Investor Meet/Con. Call Updates

frmaREt® SH/13/2026 3rd August, 2026 BSE Limited., E::'£::::t:,Cakz:,XS#?,:go:,OflndiaLtd., Market-Operations Dept. Plot No. C/1, G. Block, 1 St floor, New Trading Ring, Bandra-Kurla Complex, Rotunda Bldg. P.J.Towers, Bandra (East), Dalal Street, Fort, MUMBAl -400051 MUMBAI 400023 Sub.: Transcript of the earnings conference call held on Tuesday, the 28th July, 2026. Ref.: Regulation 30 of the SEBl (Listing Obligations and Disclosure Requirements) Regulations, 2015 Sirs Pursuant to Regulations 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, enclose is the transcript of the earnings conference call held for analysts and investors following the announcement of the Unaudited Financial Results for the Quarter ended 30th June, 2026 after the Board Meeting held on Tuesday, 28th July, 2026. Please take the same on records Thanking you, Yours faithfully, For The Supreme Industries Ltd. (R.J. Saboo) VP (Corporate Affairs) & Company Secretary Encl.: a/a. The Supreme Industries Limited Regd. Office : 612, Raheja Chambers, Nariman Point, Mumbai 400021, INDIA. +91 -022-6257 0000 / 6257 0025 CIN : L35920MH1942PLC003554 PAN : AAACT1344F sil_narimanpoint@supreme.co.in “The Supreme Industries Limited Q1 FY27 Earnings Conference Call” July 28, 2026 MANAGEMENT: MR. M. P. TAPARIA – CHAIRMAN AND MANAGING DIRECTOR – THE SUPREME INDUSTRIES LIMITED MR. P. C. SOMANI – CHIEF FINANCIAL OFFICER – THE SUPREME INDUSTRIES LIMITED MR. R. J. SABOO – VICE PRESIDENT, CORPORATE AFFAIRS AND COMPANY SECRETARY – THE SUPREME INDUSTRIES LIMITED MODERATOR: MRS. ANIFA FERNANDES – DAM CAPITAL ADVISORS LIMITED Page 1 of 19 The Supreme Industries Limited July 28, 2026 Moderator: Ladies and gentlemen, good day, and welcome to The Supreme Industries Q1 FY27 Earnings Conference Call hosted by DAM Capital Advisors Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mrs. Anifa Fernandes. Thank you, and over to you, ma'am. Anifa Fernandes: Thank you, Anusha. Good evening, everyone, and welcome to Supreme Industries Q1 FY27 Post Earnings Conference Call. Joining us today from the company's senior management team are Mr. M.P. Taparia, Chairman and Managing Director; Mr. P.C. Somani, Chief Financial Officer; and Mr. R.J. Saboo, Vice President, Corporate Affairs and Company Secretary. I would now like to hand the call over to Mr. Taparia for his opening remarks. Over to you, sir. M.P. Taparia: Thank you very much. I'm M.P. Taparia, Chairman and Managing Director of The Supreme Industries Limited. I along with my colleague, Shri P.C. Somani, CFO; and Shri R.J. Saboo, Vice President, Corporate Affairs and Company Secretary, welcome all the participants who are participating in the discussion of the unaudited standalone and consolidated financial results for the quarter ended 30 June 2026. The standalone results and the consolidated results are already with you. I will give brief on company product operating performance and other highlights. The company sold 1,57,536 tons of plastic goods and achieved revenue from operation of INR2,718 crores during the first quarter of the current year against sales of 1,83,793 tons and revenue of INR2,609 crores in the corresponding quarter of previous year, resulting volume de-growth of around 14% and revenue growth of 4% respectively. The standalone operating profit and profit after tax during the period under review amounted to INR398 crores and INR208 crores as compared to INR319 crores and INR177 crores during corresponding quarter of the previous year, achieving increase of 25% and 17% respectively. The business scenario of all the product segments of the company for the quarter ended 30th June 2026, as compared to corresponding quarter of the previous year has been as under. Plastic piping system business de-grew by 15% in volume and remained at flat level in value term. Packaging product segment de-grew by 10% in volume and grew by 9% in value term. Industrial product segment business de-grew by 6% in volume and grew by 24% in value term. Consumer product segment business de-grew by 22% in volume and 11% in value term. The overall turnover of value-added products increased to INR1142 crores during the current quarter as compared to INR933 crores in the corresponding quarter of the previous year, achieving a growth of 22%. Page 2 of 19 The Supreme Industries Limited July 28, 2026 Business outlook. The first quarter of fiscal year '27 was impacted by extraordinary volatility in polymer prices, particularly during April 2026, resulted in inventory correction across the value chain and temporarily affected industry demand. While this created short-term challenges, the underlying demand driver for our business remained intact. With polymer prices now stabilising, the removal of custom duty exemption and implementation of minimum import price for suspension-grade PVC resin, we expect business condition to progressively improve as channel inventory is normalised and market sentiment is general. India continues to offer significant long-term growth opportunity, supported by infrastructure development, urbanisation, water management project, housing expansion of gas distribution network, supreme real position to benefit from this trend through diversified portfolio, strong brand, extensive distribution network and continuous focus on innovation. We continue to strengthen our growth platform through capacity expansion and new product introduction. The successful integration of the Wavin business, expansion of piping portfolio, growing opportunity in composite cylinder, protective packaging and packaging products, industrial and material handling products and the launch of uPVC window business further enhance our long-term growth prospect. The company continues to invest in capacity expansion across key businesses and is progressing with plan to establish manufacturing facility at new locations including Bihar, Jammu and Malanpur near Gwalior. The company is also in the process of acquiring additional land at Pondicherry and Erode and will create additional manufacturing setup. Supreme maintains robust financial position in the company to fund the growth plan, capital expenditure and working capital requirement through internal approval. While the first quarter reflected temporary industry headwinds, we remain optimistic about the outlook for the balance of the year and continue our ability to capitalize on the opportunity ahead. A brief and overall summary for the quarter ended under reference. Thank you for your patience now. Now I and my colleague Shri P.C. Somani and Shri R.J. Saboo are available to reply to various queries read by all of you. Thank you very much. Moderator: Thank you very much. We will now begin the question-and-answer session. We take the first question from the line of Keshav Lahoti from HDFC Securities. Please proceed. Keshav Lahoti: Hi. Thank you for the opportunity. Sir, as you indicated in the call, the underlying demand is broadly doing fine. It was more about channel inventory impacting the volume growth. Two, can you give more color about plumbing and agri? Possibly agri season was also weak because of monsoon and fertilizer issues. Secondly, what is the guidance for this year for the volume growth and margin? M.P. Taparia: Agri growth was definitely affected in April-June, as in April prices dropped so steeply that farmers were very puzzled when to start buying. Now the season April, May, June is over. Now the next demand will start from middle of September and we believe that as the water reservoir Page 3 of 19 The Supreme Industries Limi [Showing first 8,000 characters — download PDF for full document]