Supreme Industries: Demand Gains Momentum, Healthy Outlook. Maintain ADD
The management has guided 14-15% YoY consolidated volume growth (15-17% plumbing volume growth) and 14.5-15.5% EBITDAM for FY26
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Building Materials (Q4FY26 Results Preview): Strong quarter: inventory build and price hikes
Coverage pipes companies are likely to report healthy ~27% YoY volume growth in Q4FY26, primarily driven by aggressive channel restocking amid a...
114 Views
Supreme Industries: Likely Demand Revival, Organic, Inorganic Plans. Maintain ADD
We value the company at 40x Mar’27 EPS and its 30.8% holding in its associate Supreme Petrochem at a 30% discount to its current market cap
310 Views
HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas...
Dr Reddy’s Laboratories: EBITDA^ declined 11% YoY due to moderate sales growth of +4% YoY (as 10% QoQ decline in the US on lower gRevlimid sales...
126 Views
HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat...
Dr Reddy’s Laboratories: EBITDA^ declined 11% YoY due to moderate sales growth of +4% YoY (as 10% QoQ decline in the US on lower gRevlimid sales...
158 Views