Questions across 3 calls

Utkarsh Nopany

Anand Rathi

Kajaria Ceramics Limited

Kajaria Ceramics Limited CC-May26.pdf · 2026-04-30

Sir, my first question is regarding the tiles production. So if we see it has gone down by 7.5% in March quarter, but you have mentioned that all of our plants are currently operating at full capacity. So just wanted to confirm from you t hat whether our tiles production volume is not likely to get impacted in Q1 as we have seen in Q4?

Okay. So like on a Y -o-Y basis, we can see some bit of a decline in our production in the current June quarter. Is it correct, sir? Because we have started the plant from 16th of April?

Supreme Industries Limited

Supreme Industries Limited CC-May26.pdf · 2026-04-27

Yes, hi. Good evening, sir. Sir, my first question is regarding the plastic pipe sales volume growth, which you have reported for the March quarter. Sir, you have mentioned that the agri pipe demand got impacted in the month of March because the resin prices were falling and the demand for infra pipe from Jal Jeevan Mission has not yet picked up. So just wanted to know what has led to such sharp growth for us in the March quarter? Is it because of the channel...?

No, sir, for the March quarter, I wanted to know, sir, was it majorly driven by the plumbing pipe? And is it because of the channel refilling or we are seeing a strong growth for the plumbing pipe demand?

Supreme Industries Limited CC-Jan26.pdf · 2026-01-21

Hi. Good evening , sir. What I wanted to understand on the demand side , so in the opening remarks it was mentioned that the plastic pipe demand is now coming back to the normalcy. So, in this context I want to understand whether we meant that the channel has started refilling inventory or we are also seeing signs of demand improvement at consumer level in the January month compared to the previous December quarter.

Sir, so like are we seeing signs of improvement in demand for plumbing and infra pipe in the January month compared to December quarter period, sir?