ftInvstr
VESUVIUS · Industrials ₹419.55 -0.34% Mkt Cap ₹8503 Cr overvalued

VESUVIUS

Industrials Specialty Industrial Machinery
₹419.55
-0.34% today · 30d -5.63%
as of 2026-09-04
Price · Daily Candles
“Vesuvius Navigates Share Price Dip; DIIs and FIIs Increase Stakes Amidst Mixed Q1 Results.”
Vesuvius, with a market cap of ₹9629 Cr, saw a Q1 2026 revenue increase of 3.66% YoY to ₹500 Cr, even as net profit fell by 5.83% to ₹56 Cr. Despite a recent price dip of 12.79% over the last year and its current position 26.78% below its 52-week high, DIIs and FIIs have marginally increased their holdings by 0.13% and 0.12% respectively in Q1 2026.
BULL CASE
+Annual revenue growth remains strong, with a 3-year CAGR of 16.58% and a 5-year CAGR of 21.63% through 2025.
+Promoter shareholding remains stable at 55.57%, while DIIs increased their stake by 0.13% and FIIs by 0.12% in Q1 2026.
+The company's debt-to-equity ratio is very low at 0.01, indicating strong financial health.
+Machine learning models show neutral to strong ranks for sales growth, with a 1-year rolling 4-year sales growth rank of 0.622.
BEAR CASE
Net profit declined 5.83% YoY in Q1 2026 to ₹56 Cr, despite a revenue increase.
The stock is trading 26.78% below its 52-week high of ₹646.0 and shows bearish signals from MACD and proximity to 52-week low.
The intrinsic value of ₹123.1 per share suggests the stock is currently overvalued with a margin of safety of -74.0%.
Operating profit in Q1 2026 saw a marginal decline of 0.01% YoY to ₹93 Cr, with OPM contracting by 0.63%.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-03-31
REVENUE
₹500 Cr
+3.66% YoY
NET PROFIT
₹56 Cr
-5.83% YoY
OPM
18.22%
-0.63pp YoY
EPS
₹2.75
PE 36.98
Intrinsic value · DCF ₹22.31 · Margin of safety -94.7% (overvalued) · FCF yield 0.85%
◇ Sector Position
Vesuvius trades at a PE of 36.98, significantly lower than sector leaders like CUMMINSIND (PE 75.1) and BHEL (PE 90.9), while its ROCE of 16.03% is below top peers ABB (ROCE 30.29) and GVT&D (ROCE 47.75).
PEERPEROCE %
VESUVIUS36.98
CUMMINSIND75.135.32
BHEL90.94.83
ABB86.4330.29
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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50
SCORE / 100
Overall
6-axis composite of the sections below.
Performance UNDERPERFORMER 20
Valuation FAIR 40
Growth STEADY 53
Profitability HIGH 78
Technicals WEAK 37
Risk LOW 72
Key Stats
TTM PE
36.98
P/B
5.79
52W HIGH
₹607.9
OFF HIGH
-30.98%
DIV YIELD
0.32%
MKT CAP
₹8503 Cr
◉ Active Signals
MACDBearish-0.4161
RSI(14)Neutral41.14
Near 52W LowBearish3.86
⧉ Strategy Fit 🔒

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