Supremex Inc
TSX:SXP

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Supremex Inc
TSX:SXP
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Price: 3.7 CAD 0.27% Market Closed
Market Cap: CA$90.2m

Supremex Inc
Investor Relations

Supremex, Inc. engages in the manufacture and sale of envelopes, packaging, and specialty products. The company is headquartered in Lasalle, Quebec. The company went IPO on 2006-03-31. The Company’s products include stock envelopes, custom envelopes, packaging and specialty products. The firm manufactures a range of stock and custom envelopes in an array of styles, shapes and colors, which allows it to offer a high degree of flexibility and customization. The company also manufactures and distributes a diverse range of packaging and specialty products, including corrugated boxes, premium quality folding carton packaging and e-Commerce fulfillment packaging solutions. Other packaging and specialty products include the Conformer Products, polyethylene bags for courier applications, bubble mailers and Enviro-logiX. Supremex operates ten manufacturing facilities across four provinces in Canada and three manufacturing facilities in the United States.

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SXP
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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 19, 2026
AI Summary
Q4 2025

Revenue Growth: Supremex reported Q4 revenue of $72.9 million, up 5.6% year-over-year, with packaging revenue up 18% and envelope volume growing 5.3% despite persistent headwinds.

Profitability: Adjusted EBITDA margin improved sequentially to 12.5% in Q4 from 9.4% in Q3, though it declined from 18.7% a year ago due to lower pricing and FX losses.

Strong Balance Sheet: Net debt was reduced to $1 million at year-end, giving the company significant financial flexibility for future investments and M&A.

M&A Activity: Three tuck-in acquisitions were completed in 2025, including Elite Envelope, with an ongoing robust pipeline and interest in further packaging deals.

Operational Momentum: Management highlighted solid Q1 2026 trends so far, with continued volume growth in both the U.S. and Canada, and strong performance in packaging and e-commerce segments.

Key Financials
Revenue
$72.9 million
Envelope Revenue
$48.9 million
Envelope Volume
5.3% increase
Average Envelope Selling Price
down 4.8%
Packaging and Specialty Products Revenue
$24 million
Adjusted EBITDA
$9.1 million
Adjusted EBITDA Margin
12.5%
Envelope Adjusted EBITDA
$7.8 million
Envelope Adjusted EBITDA Margin
15.9%
Packaging Adjusted EBITDA
$3.2 million
Packaging Adjusted EBITDA Margin
13.2%
Net Earnings
$1.3 million
EPS
$0.05
Adjusted Net Earnings
$1.5 million
Adjusted EPS
$0.06
Net Cash from Operating Activities
$14.1 million
Free Cash Flow
$13.4 million (Q4), $73.2 million (full year)
Net Debt
$1 million
Net Debt to Adjusted EBITDA
0.03x
Share Repurchases
171,000 shares for $0.6 million (since August), plus 45,000 shares for $0.2 million (subsequent to year-end)
Dividend
$0.05 per share (quarterly, payable April 2, 2026)
Earnings Call Recording
Other Earnings Calls

Management

Mr. Stewart Emerson
President, CEO & Director
No Bio Available
Mr. Francois Bolduc
CFO & Corporate Secretary
No Bio Available
Mr. Murray Rundle
Vice President of Marketing & Innovation
No Bio Available
Mr. Joe Baglione
President of Envelope of Supremex Inc. (Canada and USA)
No Bio Available
Mr. Steven Perreault CA, CPA
Corporate Controller
No Bio Available

Contacts

Address
QUEBEC
Lasalle
7213 Cordner St
Contacts
+15145954045.0
www.supremex.com
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