VENUSPIPESBSEVenus Pipes & Tubes LtdMediumNeutral
Announced Tue, 26 May · 15:12 IST

Press Release

Order Pipeline DisclosedMgmt Guided Margin PressureInvestor Communications View source PDF

VENUSPIPES · price

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Price reaction · full curve 14 horizons · vs prior close
+1.1%1-day move
₹1429.50
prior close
₹1435.30
base price
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-0.1+1.0+1.7+1.1-1.7-3.3+0.2-1.1+0.9+0.4+18.9+17.7
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AI summary

Venus Pipes & Tubes reported its best-ever annual performance with FY26 revenue of INR 1,166.8 crore, up 21.7% YoY from INR 958.5 crore. EBITDA grew 13.7% to INR 190.6 crore but margins compressed to 16.3% from 17.5% in FY25. PAT increased 9.7% to INR 101.9 crore with margins at 8.7% versus 9.7% prior year. The company is entering the spooling business with INR 70 crore capex, backed by an LOI worth INR 185 crore from a data center customer. It also commissioned seamless pipe capacity expansion and installed a JCO machine for longer welded pipes. A 6.1 MW solar power project is underway with expected annual power savings of INR 6 crore.

Likely market impact

Strong revenue growth but margin compression raises concerns about profitability. The INR 185 crore LOI for spooling solutions provides near-term order pipeline visibility, particularly from the growing data center segment. The company is pursuing vertical integration which could help restore margins going forward.