Supreme Industries Q2 FY26 Financial Performance and Guidance Update

Supreme Industries Ltd. has released its financial results for the second quarter (Q2) of the 2025-26 fiscal year, ending September 30, 2025. The performance indicates revenue growth offset by significant margin pressure and a downward revision in full-year volume guidance. Key Financial Highlights (Q2 FY26 vs. Q2 FY25) Net Profit: Reported at ₹165 crore, reflecting a 20% year-on-year (YoY) decline from ₹207 crore in the corresponding quarter last year. Revenue from Operations: Increased by 5% YoY to ₹2,273 crore. EBITDA: Declined by 7% YoY to ₹297 crore, compared to ₹320 crore in the base quarter. EBITDA Margin: Witnessed a significant contraction of 170 basis points (bps), settling at 12.4% for the quarter, indicating pressure on operational profitability. Operational Performance and Revised FY26 Guidance The company reported an 8% growth in overall volumes during the first half (H1) of the fiscal year. Following this performance, management has revised its full-year (FY26) volume growth guidance downward to a range of 12-14%. This adjustment is noteworthy as it follows a guidance upgrade post-Q1, where the projection had been raised to 14-15%. Shareholder Returns and Market Reaction Interim Dividend: The Board of Directors has declared an interim dividend of ₹11 per share for the financial year 2025-26. Record Date: The record date for the dividend payment has been fixed as November 3, 2025. Market Response: Following the announcement, the company's shares (as of October 27) traded 1.84% lower at ₹3,929.90. The stock has registered a 16% decline on a year-to-date basis.