Vesuvius India Limited investor meet summary

Investor meet of 7 May 2026, summarised by AI from the filing.

Vesuvius India maintains 55% market share in flow control, plans capex to far exceed prior guidance, and targets outgrowing steel market by 1-3%.

Key takeaways

1. Capex guidance Capex in India to far exceed prior guidance; Kolkata expansion investment defined and approved.
2. Growth vs market Ambition to outgrow steel market by 1-3% on average over a cycle.
3. New products New products represent 20-25% of sales; mould flux fully booked, plastics operational.
4. Competition Competition catching up, RHI entering customers; Vesuvius maintains technological edge.

Original filing on BSE

Vesuvius India Limited Q1 FY27 results

As filed: Revenue ₹536 cr (+2% year on year), EBITDA ₹86.7 cr (−6% year on year), PAT ₹58.5 cr (−7% year on year), EBITDA margin 16.2% (−139 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹500 cr (+4% year on year), EBITDA ₹83.6 cr (+1% year on year), PAT ₹55.9 cr (−5% year on year), EBITDA margin 16.7% (−50 bps). Score 31 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 50 bps year on year. Share price after the results: −10.5% in 29 days (Nifty 500: −3.2%).
• Q2 FY26: Revenue ₹547 cr (+23% year on year), EBITDA ₹93.0 cr (+18% year on year), PAT ₹62.0 cr (−9% year on year), EBITDA margin 17.0% (−79 bps). Score 52 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin fell 79 bps year on year. Share price after the results: −1.3% in 30 days (Nifty 500: −0.6%).
• Q1 FY26: Revenue ₹524 cr (+13% year on year), EBITDA ₹92.0 cr (+1% year on year), PAT ₹63.0 cr (−6% year on year), EBITDA margin 17.6% (−214 bps). Score 40 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 214 bps year on year. Revenue rose ₹62.0 cr on a year ago, more than the ₹57.0 cr it added the year before. Share price after the results: +0.2% in 30 days (Nifty 500: +2.2%).
• Q4 FY25: Revenue ₹482 cr (+6% year on year), EBITDA ₹83.0 cr (−12% year on year), PAT ₹59.0 cr (−14% year on year), EBITDA margin 17.2% (−353 bps). Score 22 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 353 bps year on year. Revenue fell 5% from last quarter. Revenue rose ₹29.0 cr on a year ago, against ₹85.0 cr the year before. Share price after the results: +23.2% in 29 days (Nifty 500: +6.1%).
• Q3 FY25: Revenue ₹509 cr (+22% year on year), EBITDA ₹82.0 cr (+3% year on year), PAT ₹60.0 cr (+5% year on year), EBITDA margin 16.1% (−307 bps). Score 40 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 307 bps year on year. Profit fell 12% from last quarter.
• Q2 FY25: Revenue ₹444 cr (+8% year on year), EBITDA ₹79.0 cr (−4% year on year), PAT ₹68.0 cr (+13% year on year), EBITDA margin 17.8% (−206 bps). Score 30 of 100, Below trend. EBITDA margin fell 206 bps year on year. Other income 26% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 4% from last quarter.
• Q1 FY25: Revenue ₹462 cr (+14% year on year), EBITDA ₹91.0 cr (+30% year on year), PAT ₹67.0 cr (+29% year on year), EBITDA margin 19.7% (+241 bps). Score 71 of 100, Above trend. EBITDA margin rose 241 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Vesuvius India Limited earnings call, investor presentation and press release summaries

• Other events: Investor meet (7 May 2026)