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Investor Presentation

Venus Pipes & Tubes Investor Presentation: Key Takeaways

Venus reported record Q1FY27 revenue of ₹320.5 Cr (+16% YoY) with 16.1% EBITDA margins. Strategy focuses on forward integration into high-margin pipe spooling backed by a ₹185 Cr order.

Highlights
Revenue growth16% YoY growth driven by domestic demand (+31%).
MarginsEBITDA margins stable at 16.1%; spooling expected to enhance margins.
Order bookOrder book at INR 450 Cr; execution visibility 5-6 months.
Demand visibilityStrong visibility from Data Centers, clean energy, and traditional sectors.
Management confidenceHigh; citing healthy enquiry levels and strong market positioning.

Growth

Revenue grew 16% YoY; EBITDA increased 14.7% to ₹51.5 Cr; PAT rose 6.5% to ₹26.4 Cr.

Outlook

₹70 Cr capex for pipe spooling; forward integration on track for year-end commencement. Targets higher-value engineered solutions.

Risks

Monitoring geopolitical situations and rising freight rates impacting exports; raw material price volatility.

Last quarter's promises, checked

Delivered

  • Guided full capex commissioning → Fully commissioned FY26 (= BEAT)
  • Guided export share >30% → Maintained >30% share (= BEAT)
  • Guided 100% backward integration for seamless → Achieved 100% (= BEAT)

Partly delivered

  • Guided 4,800 MT seamless expansion → Increased to 6,000 MT/ongoing (= PARTIAL)

Missed

  • Guided 17% EBITDA margin → Delivered 16.3% (= MISS)
Source

Investor Presentation filed with BSE, NSE: VENUSPIPES. Summary written with AI assistance from the document.

Read the document ↗

Venus Pipes & Tubes Ltd: key numbers

Share price
₹2,163.20
Market cap
₹4,481 Cr
Revenue (annual)
₹1,167 Cr
Net profit (annual)
₹102.0 Cr
P/E (TTM)
43.2×Sector 19.0×
Promoter holding
48.41%+0.00% QoQ
FII holding
2.63%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Venus Pipes & Tubes Ltd

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22:06 IST NSE
Annual General Meeting

Venus Pipes & Tubes Annual General Meeting

Venus Pipes has called an EGM on October 08, 2026, to seek shareholder approval for a preferential issue of equity shares worth Rs. 372 Crore.

Value
₹372.0 Cr
17:58 IST NSE
Capital Structure Change

Venus Pipes & Tubes Capital Structure Change

Venus Pipes & Tubes approved a preferential issue of 22.28 lakh equity shares at Rs. 1,670 each, raising Rs. 372 Crore to fund company growth.

Value
₹372.0 Cr
19:55 IST BSE
Management Change

Venus Pipes & Tubes Management Change

Venus Pipes & Tubes shareholders approved the re-appointment of multiple Directors at the 12th Annual General Meeting. These board changes are effective from September 2026.

21:18 IST BSE
Annual General Meeting

Venus Pipes & Tubes Annual General Meeting

Venus Pipes & Tubes held its 12th AGM on September 11, 2026. The meeting covered adoption of financial statements, dividend declaration, and appointment of directors.

21:48 IST BSE
Board Meeting Date

Venus Pipes & Tubes Board Meeting Date

Venus Pipes & Tubes Ltd announced a Board Meeting on September 16, 2026, to consider fund-raising proposals, including preferential issue and private placement.