Vesuvius India Limited — Investor Meet, 14-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Vesuvius India emphasized its strong tech and innovation, with 20-25% revenue from new products, backed by significant R&D. It holds a 55% market share in flow control, maintaining premium pricing via superior service and reliability. Strategic growth targets include non-steel sectors (e.g., aluminum) and new steel product lines like furnace linings. Significant brownfield expansion capacity at Vizag and planned upgrades at Kolkata support future growth. Capex of around ₹700 Cr over three years is set to continue, as Vesuvius aims to outgrow the steel industry by 1-3% annually by capturing "white spaces." Cost pressures are managed through sourcing efficiencies and selective price increases. Decarbonization trends are neutral for Vesuvius in India currently.