ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Venus Pipes & Tubes earnings call we streamed: the live audio and our summary of what management said.
Record Q2 revenue ₹361.1 Cr (+23.9%), but EBITDA rose only 9.1% as margin fell ~200bps to 14.3% on freight, fuel and staff costs. Growth is price-led; margin recovery is asserted, not quantified.
Record Q2 revenue ₹361.1 Cr (+23.9%), but EBITDA rose only 9.1% as margin fell ~200bps to 14.3% on freight, fuel and staff costs. Growth is price-led; margin recovery is asserted, not quantified.
Targets ~₹70 Cr data-centre revenue at >30% EBITDA in H2; fittings ₹40–50 Cr at 17–20%; FY27 capex ₹130–140 Cr.
Venus Pipes delivered record Q1 FY27 performance with revenue of ₹320.5 Cr and EBITDA of ₹51.5 Cr, driven by capacity expansion and forward integration into fittings and spooling.
Venus Pipes reported 22% FY26 revenue growth, reaching ₹1,167cr. Management is focused on expanding into high-margin spooling solutions for data centers and forward integration into fittings.
Venus Pipes delivered record FY26 performance with ₹1,166.8 Cr revenue and 16.3% EBITDA margin. Strategy shifts toward high-value 'Engineered Piping Solutions' via forward integration into pipe spooling.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.