VESUVIUS INDIA LTD

On May 7, 2026, Vesuvius India Limited hosted an Institutional Investors and Analyst Meet, where management discussed various aspects of the company's operations and market positioning. Management highlighted the importance of innovation, noting that a significant percentage of revenue comes from new products developed in the last five years. They emphasized their competitive edge in technology and service, maintaining a 55% market share despite increasing competition. Management reported ongoing investments in capacity expansion, particularly in Kolkata and Vizag, and mentioned the successful introduction of new products like mould flux and plastic refractories. They acknowledged cost pressures due to geopolitical tensions but stated that they are actively managing these challenges. Overall, management expressed confidence in their ability to outgrow the market and capture additional market share through technological advancements and strategic investments.

Management emphasized growth opportunities and competitive advantages during the meeting.