Supreme Industries Limited CC-Sep25.pdf · 2025-10-27
Yes. Good evening, sir. Sir my first question regarding the pipe segment margin. So if we see our pipe segment EBIT margin was down by roughly 250 bps on a Y-o-Y basis. Despite we have seen a pretty good volume growth of 17% in this quarter. Our share of value-added product has also gone up quite sharply say which was earlier 40%, now it has gone up to 45%. And what we understand that last year, we booked an inventory loss of INR 40 crores a nd whereas this year we have not seen any inventory loss in September quarter. So can you please, sir, help us understand what is the reason for the margin contraction in the pipe segment?
Sir, we have booked INR50 crores to INR60 crores inventory loss in June quarter only. And so if we are saying that we have booked INR50 crores, INR60 crores inventory in the first half, that means that there was no inventory loss in the September quarter?