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Earnings Call

Vesuvius India Earnings Call: Key Takeaways

Transcript of Analyst Meet held May 7, 2026. Management discussed sustaining a 55% market share in flow control and leveraging R&D for high-margin innovations.

Highlights
MarginsEBITDA margin at 17%; management refuses specific guidance.
Order bookHealthy order book for furnace lining segments.
Demand visibilityHigh; riding a growth wave with futuristic investments.
Management confidenceStrong; outgrowing market and maintaining technological edge.

Growth

New products launched in last 5 years represent 20-25% of global sales; maintaining 50-55% market share.

Outlook

Ongoing capex in Vizag and Kolkata; capacity planned for next 10 years including new AlSi monolithic lines.

Risks

Competitive intensity from international players and raw material cost pressures due to geopolitical tensions.

Source

Earnings Call filed with BSE, NSE: VESUVIUS. Summary written with AI assistance from the document.

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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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Management Change

Vesuvius India Management Change

Mr. Rohit Khandelwal has resigned from the position of HR Director and Senior Management Personnel at Vesuvius India Limited, effective September 24, 2026.