| Revenue growth | Historic 22% CAGR significantly outperforming the broader steel industry's growth. |
|---|---|
| Margins | Focused on premiumization and R&D to offset raw material cost pressures. |
| Demand visibility | Strong, tied to the doubling of Indian steel capacity over ten years. |
| Management confidence | Aggressive and highly confident, prioritizing technological dominance over price competition. |
Growth
Historic 22% top-line CAGR significantly outpaces the steel industry's 8-9% growth, fueled by rapid market share gains in previously unserved niche segments.
Outlook
Management expects to exceed ₹1,000cr in capex over five years, leveraging brownfield land in Kolkata and Vizag for low-cost expansion.
Risks
Rising raw material costs for alumina and increased competitive pricing from international players like RHI pose margin risks if technology premiums shrink.
Earnings Call filed with NSE, NSE: VESUVIUS. Summary written with AI assistance from the document.
Vesuvius India Ltd: key numbers
- Share price
- ₹389.10
- Market cap
- ₹7,897 Cr
- Revenue (annual)
- ₹2,104 Cr
- Net profit (annual)
- ₹264.1 Cr
- P/E (TTM)
- 30.8×Sector 53.6×
- Promoter holding
- 55.57%+0.00% QoQ
- FII holding
- 4.56%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Key figure
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Transcript from May 2026 meeting highlighting Vesuvius India's strategy to maintain a 50-55% market share in high-margin flow control through technological differentiation rather than price competition.
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- Key figure
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