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Vesuvius (VSVS) investor relations material
Vesuvius Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading Update summary11 Nov, 2025
Market environment and outlook
Steel and foundry markets remain stable at low levels, with midterm prospects improving due to global trade restrictions and Chinese government measures limiting steel production.
Steel production outside China grew 0.5% year-to-date, with Chinese net steel exports absorbing demand.
Over 60 countries have imposed restrictions on Chinese steel imports, and the EU's recent measures are expected to boost European steel production and utilization rates by 2026.
Foundry markets are subdued outside India and China, but India benefits from strong domestic manufacturing and infrastructure growth.
Medium-term outlook is more positive due to increasing protection measures, especially in Europe and the Americas.
Trading performance and financials
Revenue in H2 was broadly in line with expectations, supported by market share gains in both Steel and Foundry divisions.
Price increases have been implemented globally (except China), offsetting cost inflation and supporting stable trading profit guidance.
€18 million in recurring cash cost savings will be delivered this year, on track to exceed the €55 million cumulative target by 2028.
Temporary manufacturing issues in the Foundry division will impact H2 operating profit by €2–3 million but are expected to be resolved by year-end.
Trading profit for the full year is anticipated to be broadly in line with previous guidance.
Market share and regional dynamics
Market share gains continue in both Steel and Foundry divisions, with Advanced Refractory regaining lost share in North America and Europe, focusing on profitability.
Flow Control division is growing steadily worldwide, with some loss in North America due to plant closures but overall global gains.
In India, price discipline is prioritized over market share gains, with moderate price increases to cover costs.
EMEA steel production declined by 2.1%, with EU27+UK down 5% and EEMEA up 2%.
North America was flat overall, with US up 2% but declines in Mexico and Canada; India and Southeast Asia showed strong growth.
Quantify full impact of 85% EU steel utilization
Elaborate on Foundry temporary issues certainty
Compare AR and Flow Control market share strategy
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H2 202512 Mar, 2026
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Frequently asked questions
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
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