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1. Company Snapshot

1.a. 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.

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1.b. Last Insights on VSVS

Vesuvius plc's recent performance was negatively impacted by a 5.7% decline in revenue to £1.82 billion in FY 2024, compared to the previous year. The company's earnings per share (EPS) also missed expectations, indicating a decline in profitability. Additionally, the UK market's recent downturn, driven by weak trade data from China, has contributed to the company's challenges. Furthermore, the company's reliance on a single market and the geopolitical uncertainties surrounding it have likely exacerbated its difficulties.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Top UK Dividend Stocks To Consider In November 2025

Nov -06

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Has Vesuvius plc (LON:VSVS) Stock's Recent Performance Got Anything to Do With Its Financial Health?

Oct -28

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Discover UK Dividend Stocks With Yields Up To 6.2%

Oct -08

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What Does Vesuvius plc's (LON:VSVS) Share Price Indicate?

Aug -29

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Top UK Dividend Stocks To Watch In August 2025

Aug -11

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Vesuvius First Half 2025 Earnings: EPS: UK£0.13 (vs UK£0.18 in 1H 2024)

Aug -08

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Vesuvius plc's (LON:VSVS) Intrinsic Value Is Potentially 87% Above Its Share Price

Aug -07

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UK Dividend Stocks To Consider In July 2025

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (1.94%)

6. Segments

Flow Control

Expected Growth: 2.5%

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.

Advanced Refractories

Expected Growth: 1.8%

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.

Foundry

Expected Growth: 1.2%

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.

Sensors & Probes

Expected Growth: 2.8%

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.

7. Detailed Products

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.

8. Vesuvius plc's Porter Forces

Forces Ranking

Threat Of Substitutes

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

Bargaining Power Of Customers

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

Bargaining Power Of Suppliers

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

Threat Of New Entrants

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

Intensity Of Rivalry

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

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

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

11. Quality Control: Vesuvius plc passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Rana Gruber

A-Score: 6.9/10

Value: 7.0

Growth: 5.9

Quality: 7.7

Yield: 10.0

Momentum: 3.0

Volatility: 8.0

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Aperam

A-Score: 6.1/10

Value: 7.9

Growth: 4.3

Quality: 4.9

Yield: 8.8

Momentum: 6.5

Volatility: 4.3

1-Year Total Return ->

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Stock-Card
Vesuvius

A-Score: 5.5/10

Value: 7.0

Growth: 4.1

Quality: 3.9

Yield: 6.2

Momentum: 4.0

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
Jacquet Metals

A-Score: 5.5/10

Value: 7.3

Growth: 5.2

Quality: 2.6

Yield: 4.4

Momentum: 7.0

Volatility: 6.3

1-Year Total Return ->

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Stock-Card
Alleima

A-Score: 4.8/10

Value: 5.2

Growth: 5.2

Quality: 5.1

Yield: 3.1

Momentum: 6.5

Volatility: 3.7

1-Year Total Return ->

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Stalprodukt

A-Score: 4.7/10

Value: 5.8

Growth: 2.3

Quality: 3.5

Yield: 5.0

Momentum: 4.0

Volatility: 7.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

3.86$

Current Price

3.86$

Potential

-0.00%

Expected Cash-Flows