Supreme Industries Limited delivered a remarkable quarterly turnaround with standalone net profit after tax rising 46% year-on-year to ₹382 crore in Q4 FY26, compared to ₹262 crore in the same quarter last year. According to reports from The Hindu BusinessLine, revenue for the quarter came in at ₹3,536 crore, up 16.3% from ₹3,040 crore a year ago, driven by a 16% jump in plastic goods volumes to 2.32 lakh metric tonnes. Operating profit surged nearly 50% to ₹624 crore, with margins expanding significantly to 17.6% from 13.7% in Q4 FY25.
For the full financial year FY2025-26, standalone total income grew a more modest 7.2% to ₹11,320 crore, while full-year PAT rose just 1.6% to ₹911 crore, reflecting a difficult operating environment marked by PVC resin price volatility, prolonged unseasonal rainfall, and weak infrastructure spending. As reported by The Hindu BusinessLine, annual earnings per share stood at ₹71.74. The board recommended a final dividend of ₹25 per share, taking total dividend for the year to ₹36 per share — up from ₹34 the previous year, implying a total payout of ₹457 crore.
According to the company's financial disclosure, cash surplus on the balance sheet declined to ₹648 crore from ₹944 crore a year earlier, while the company remains debt-free. Value-added product turnover grew 15% to ₹4,677 crore. Looking ahead, the company has committed capital expenditure exceeding ₹1,000 crore for FY2026-27, targeting greenfield plants in Bihar, Jammu & Kashmir, and Maharashtra, and expects to add 1.10 lakh MT of annual capacity. All capex will be funded through internal accruals.
Despite the strong quarterly numbers, the stock was largely unchanged on NSE at ₹3,668 — trading well below its 52-week high of ₹4,739 — reflecting a stretched valuation at a price-to-earnings multiple of 63.57. As reported by The Hindu BusinessLine, this market reaction suggests investor concerns about the company's premium valuation despite the impressive quarterly performance.
