Vesuvius India ko ek badi brokerage ne 'Buy' rating di hai, kyunki ye refractory business mein market leader hai. Lekin investors abhi confusion mein hain kyunki company ka profit **7.13%** gir gaya hai aur raw material cost ki wajah se margins par kaafi load hai.
Vesuvius India ke paas domestic refractory sector ka 50-55% market share hai, isi liye brokerage ne is par bharosa jataya hai. Steel aur foundry industry mein flow control solutions ke liye company ka naam top par hai. Brokerage ko lagta hai ki long-term mein ye bada growth dikha sakti hai, lekin short-term mein challenges kam nahi hain.
Profit kyun gira?
June 2026 quarter mein company ka net profit 7.13% gir kar ₹58.51 Crore par aa gaya hai. Market ko isse behtar results ki umeed thi, par kam sales aur operational issues ne numbers ko hit kiya.
Margin ka tension
Company ke liye asli dikkat 'margin compression' hai. Magnesia jaise raw materials ke mehange hone aur freight charges badhne se profitability par seedha asar pad raha hai. Upar se rupee ki value kam hone se bhi cost badh rahi hai.
Expansion ka plan
Future growth ke liye company Vizag mein naya plant laga rahi hai aur Kolkata-Mehsana plants ko upgrade kar rahi hai. Agle 3 saal ke liye ye investments zaroori hain, par investors ab ye dekh rahe hain ki kya company in projects ko bina cost badhaye execute kar payegi.
Ab sabki nazar agle quarterly results par hai, jahan ye pata chalega ki kya raw material prices stabilize ho rahi hain aur capacity utilization improve hua hai ya nahi.