Supreme Industries

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In Q3, falling PVC prices and aggressive competition had weighed on realizations across pipe companies. Delays in anti-dumping duty implementation and Bureau of Indian Standards norms enforcement have also blurred the sector’s earnings growth visibility.

Supreme expects operating margin to normalise at supported by a rising value-added product mix. For now, weak PVC prices have led to a 17% drop in Supreme’s shares in the past three months.

The absence of anti-dumping duties and BIS rules has kept cheap PVC imports flowing, pushing prices lower and clouding earnings visibility for plastic pipe companies even as demand is expected to improve in the second half.

The pipe maker lowered volume guidance for the second half of FY26 from 14-15% to 12-14% and consolidated Ebitda margin guidance from 14.5-15.5% to 14.5-15%, causing the stock to drop more than 4% on Tuesday. What will it take for a revival?

Dharmesh Shah from ICICI Securities believes if the Nifty 50 maintains the 24,200 levels and manages to close above the upper range at 25,000, it will trigger additional upward momentum toward the 25,300. Shah recommends Supreme Industries. Investors should consult experts before making decisions.

Buy or sell: Vaishali Parekh recommends three stocks to buy today despite Trump's tariffs — Eternal (Zomato), Lloyds Enterprises, Supreme Industries