Company profile / VENUSPIPESANDTUBES

Venuspipesandtubes earnings calls.

Other · 2 quarters tracked · source-linked performance, management guidance and promise context.

Research layer active
PositiveCredibility 0/100Latest record q4-fy26

Latest revenue

₹1,168 Cr

financial record pending verification

Quarters tracked

2

source records in the directory

Delivery assessment

0

Across 4 tracked commitments: 0 delivered, 4 missed.

Call date

Pending

latest available source date

Signal trajectory

2 actual quarters
EBITDA (₹ Cr)PositiveWatchNegative
2 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q3 FY26: 48.8 · Positive source sentimentQ3 FY26Q4 FY26: 190.6 · Positive source sentimentQ4 FY26190.648.8
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

0/100

Across 4 tracked commitments: 0 delivered, 4 missed.

Latest source read

What changed this quarter?

Open quarter read

Venus Pipes delivered a strong Q3 FY26 with all-time high revenue of ₹296.7 cr (+28.3% YoY) and PAT of ₹25.6 cr (+42% YoY), driven by robust domestic performance (revenue +43% YoY to ₹203 cr) offsetting slower export growth (5% YoY to ₹93.5 cr). EBITDA margin expanded 30 bps to 16.4%, though management targets 18% as value-added products (currently 15-20% of portfolio) scale up with new fittings and seamless capacity coming onstream by March 2026. The order book stands at ₹470 cr (>30% export), with 6-7 months execution visibility. FY27 growth guidance of 20%+ is underpinned by capacity ramp-up and new approvals in nuclear, oil & gas, and power sectors. Key risks include export dependency on US market amid tariff uncertainty, condenser pipe utilization at only 25-30%, and rising competition in seamless segment. Net debt at ₹260 cr is expected to remain stable.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Positive

Revenue

₹1,168 Cr

Source date

Pending

Across the record

Quarter history.

2 source records

History modules

Follow the numbers and themes.

Revenue history PAT history Margin trend Guidance tracker Bear-case history Language trends FY26 summary