Q2 2025 Supreme Industries Ltd Earnings Call Transcript
Key Points
- Supreme Industries Ltd (BOM:509930) achieved a 9% volume growth and a 5% product value growth in the first half of the current year compared to the previous year.
- The company reported an increase in consolidated operating profit and profit after tax for the half year by 7% and 5%, respectively.
- The packaging segment business grew by 11% in volume and 14% in value terms during the second quarter.
- The company is expanding its capacity with ongoing brownfield expansions and a new greenfield unit, which will enhance production capabilities.
- The CPVC segment showed strong performance with a 33% growth in volume over six months, indicating robust demand in the plumbing sector.
- The plastic piping system business experienced a 1% volume and 5% value decline due to volatility in PVC prices and lower government infrastructure spending.
- The company's cash surplus decreased significantly from INR1,178 crores as of March 2024 to INR674 crores by September 2024.
- There was a reported inventory loss of around INR35 crores to INR40 crores during the quarter.
- The company had to lower its volume growth guidance for the plastic pipe system from 25% to between 16% and 18% for the year.
- The overall turnover of value-added products decreased to INR907 crores during the current quarter compared to INR942 crores in the corresponding quarter of the previous year.
Ladies and gentlemen, good day, and welcome to the Supreme Industries Q2 FY '25 Earnings Conference Call hosted by DAM Capital Advisors. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Aasim Bharde. Thank you, and over to you, Mr. Bharde
Thank you. Thank you, Rindvi. Good evening all, and thanks for connecting to Supreme Industries Q2 '25 results call. From the company side, we have a senior leadership team who will take us through the Q2 performance and give us a brief comment following which we'll open the call for questions. Thank you, and over to you, Mr. Taparia.
Thank you, Aasim Bhai. Thank you very much. I'm M.P. Taparia, Managing Director of The Supreme Industry Limited. I along with my colleague, P.C. Somani, CFO; and R.J. Saboo, Vice President, Corporate Affair and Company Secretary,
Welcome all the participants who
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
