-0.73%
-2.96%
14.83%
-15.10%
-14.16%
-10.14%
-5.63%

Company Description

Vesuvius plc provides engineering services and solutions principally to steel and foundry industries worldwide.It operates in two divisions, Steel and Foundry.The company offers foundry consumables and equipment, including binders, coatings, feeding systems, filtration and gating systems, melt shop refractories, metallurgical and pouring control systems, die dressings and coatings, melt treatment products, crucibles, and ceramics for the iron, steel, and nonferrous foundries.


It also provides nonferrous metals, such as primary and secondary aluminum, copper, and other metals and alloys; cement and lime solutions, iron ore pelletizing and calcination products, and grains and powders; and process heaters, FCC units, hydrogen reformers, boilers, coke calciners, and thermal oxidizers, as well as sulphur, ethylene, and ammonia plants.In addition, the company offers solutions for power generation and incineration; glass products comprising artistic, display, float, hollow, and optical glass; glass tempering, and reheat and forming products; and solutions for solar multicrystal silicon ingots, thin film and cell processing, and feedstock.Further, it provides solutions for blast furnace stack repair; taphole clay, iron and slang runner, sampler and temperature, tilting runner, and torpedo ladle solutions; iron ladle solutions; lining, taphole system, bath agitation and tuyere system, electric arc furnace and BOF maintenance, and metallurgical sensor solutions; and ladle, ladle to tundish, and tundish solutions, as well as tundish to mold solutions for conventional slab, thin and slim slab, beam blank, flow control valve bloom or billet, and calibrated nozzle billet casters.


Additionally, the company offers ingot casting solutions; and reheat furnace, steel hot forming, galvanized steel, and electrical and stainless-steel solutions.Vesuvius plc was founded in 1916 and is headquartered in London, the United Kingdom.

Market Data

Last Price 410.5
Change Percentage -0.73%
Open 414
Previous Close 413.5
Market Cap ( Millions) 1037
Volume 1049656
Year High 509
Year Low 349
M A 50 415.08
M A 200 427.39

Financial Ratios

FCF Yield 10.06%
Dividend Yield 5.68%
ROE 8.49%
Debt / Equity 41.62%
Net Debt / EBIDTA 122.60%
Price To Book 0.91
Price Earnings Ratio 10.45
Price To FCF 9.94
Price To sales 0.55
EV / EBITDA 5.23

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Flow Control

Expected Growth : 2.5 %

What the company do ?

Flow Control from Vesuvius plc is a system that regulates and monitors the flow of molten metal in foundry processes, ensuring consistent quality and reducing defects.

Why we expect these perspectives ?

Vesuvius plc's Flow Control segment growth of 2.5% is driven by increasing demand for steel production, urbanization, and infrastructure development. Additionally, the company's focus on digitalization, product innovation, and cost savings initiatives contribute to its growth. The segment's exposure to emerging markets and strategic acquisitions also support its expansion.

Segment nΒ°2 -> Advanced Refractories

Expected Growth : 1.8 %

What the company do ?

Advanced Refractories from Vesuvius plc provides high-temperature resistant materials and solutions for the steel, foundry, and other industries, enhancing efficiency and productivity.

Why we expect these perspectives ?

Vesuvius plc's Advanced Refractories segment growth of 1.8% is driven by increasing demand for high-temperature resistant materials in the steel industry, coupled with the company's focus on innovation and R&D, resulting in new product developments and improved manufacturing efficiencies.

Segment nΒ°3 -> Foundry

Expected Growth : 1.2 %

What the company do ?

The Foundry is a software platform from Vesuvius plc that enables the digitalization of industrial processes, providing data-driven insights and optimization capabilities.

Why we expect these perspectives ?

Vesuvius plc's Foundry segment growth of 1.2% is driven by increasing demand for specialized castings in the automotive and aerospace industries, coupled with the company's focus on innovation and operational efficiency. Additionally, strategic acquisitions and expansion into emerging markets have contributed to the segment's growth.

Segment nΒ°4 -> Sensors & Probes

Expected Growth : 2.8 %

What the company do ?

Vesuvius plc's Sensors & Probes provide real-time temperature and process monitoring solutions for the steel, foundry, and other high-temperature industries.

Why we expect these perspectives ?

Vesuvius plc's Sensors & Probes segment growth of 2.8% is driven by increasing demand for process optimization and quality control in the steel industry, coupled with the adoption of Industry 4.0 technologies. Additionally, growing investments in renewable energy and infrastructure projects are boosting demand for Vesuvius' sensors and probes.

Vesuvius Plc Products

Product Range What is it ?
Steel Flow Control Vesuvius' Steel Flow Control products are designed to improve steel flow and reduce turbulence in the continuous casting process, resulting in higher quality steel products.
Refractory Products Vesuvius' Refractory Products are designed to withstand high temperatures and are used in a variety of applications, including steel production, cement production, and glass manufacturing.
Foundry Products Vesuvius' Foundry Products are designed to improve the quality and efficiency of the casting process, resulting in higher-quality castings.
Advanced Ceramics Vesuvius' Advanced Ceramics are designed for use in high-temperature applications, including heat exchangers, crucibles, and other specialized components.
Digital Solutions Vesuvius' Digital Solutions provide real-time data and analytics to optimize the casting process, improve quality, and reduce costs.

Vesuvius plc's Porter Forces

The threat of substitutes for Vesuvius plc is moderate due to the availability of alternative products in the market.

The bargaining power of customers is high due to the concentration of buyers in the market, giving them significant negotiating power.

The bargaining power of suppliers is low due to the presence of multiple suppliers in the market, reducing their negotiating power.

The threat of new entrants is moderate due to the moderate barriers to entry in the market, including regulatory hurdles and capital requirements.

The intensity of rivalry is high due to the presence of several established players in the market, leading to intense competition.

Capital Structure

Value
Debt Weight 22.66%
Debt Cost 9.65%
Equity Weight 77.34%
Equity Cost 10.37%
WACC 10.20%
Leverage 29.30%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
RANA.OL Rana Gruber ASA engages in the mining, processing, and sale of iron ore concentrate. The company excavates, processes, and sells iron oxide in the form of hematite, magnetite, and iron …
APAM.AS Aperam S.A., together with its subsidiaries, engages in the production and sale of stainless and specialty steel products worldwide. It operates through three segments: Stainless & Electrical Steel; Services & …
ALLEI.ST Alleima AB (publ) develops, manufactures, and supplies value-added products in stainless steels and special alloys, and products for industrial heating worldwide. It offers tubular products, bars and billets, heating material …
STP.WA Stalprodukt S.A., together with its subsidiaries, manufactures and sells processed steel products in Poland. The company operates through three segments: Electrical Sheets, Profiles, and Zinc. It offers cold rolled electrical …
JCQ.PA Jacquet Metals SA engages in the distribution of specialty steels. It operates through three divisions: JACQUET, STAPPERT, and IMS Group. The company distributes stainless-steel and nickel alloys quarto plates, which …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
4.1$
Current Price
4.11$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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