SUPREMEIND Q4 FY26 Guidance vs Delivery (SUPREMEIND Management Mirror)

Did SUPREMEIND's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Supreme Industries Ltd (SUPREMEIND) Q4FY26 Management Mirror - Mar-2026 Qtr

Volumes & Topline Growth

Management continues to target 15% to 17% volume growth for the plastic piping business in the current year, a metric steadily maintained since an upward revision in the Jun'25 Qtr. In the Mar'26 Qtr, the company established a new long-term aspirational volume target of 2 million tons alongside a near-term export revenue milestone of $50 million. Previously, in the Dec'25 Qtr, overall full-year revenue guidance was downgraded to INR 11,000-11,500 crores (from INR 12,000 crores) and overall volume growth to 12%-14% (down from 14%-15% in the Jun'25 Qtr) due to falling polymer prices. [Status: Reaffirmed]

3 more themes on the ELITE plan.