Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United Kingdom
/
Capital Goods
Create a narrative
Vesuvius Community
LSE:VSVS Community
3
Narratives
written by author
0
Comments
on narratives written by author
25
Fair Values set
on narratives written by author
Create a narrative
Vesuvius
Popular
Undervalued
Overvalued
Community Investing Ideas
Vesuvius
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
R&D Investments And Global Expansion Will Strengthen Steel Division's Market Position
Key Takeaways Strategic market share gains and product innovations are expected to drive revenue and margin growth in key regions and divisions. Cost reduction initiatives and strategic acquisitions will enhance free cash flow, improve margins, and bolster regional presence.
View narrative
UK£4.68
FV
24.4% undervalued
intrinsic discount
0.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Vesuvius
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Emissions Regulations And Price Wars Will Erode Refractory Markets
Key Takeaways Structural shifts toward decarbonization, alternative materials, and emerging market production threaten core demand and limit long-term revenue growth for Vesuvius. Mounting price competition, buyer consolidation, and cyclicality in the steel industry put sustained pressure on Vesuvius's margins and market share.
View narrative
UK£3.30
FV
7.2% overvalued
intrinsic discount
-0.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Vesuvius
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Urbanization And Green Steel Will Transform High-Growth Sectors
Key Takeaways Technology-driven product leadership and strategic operational shifts position Vesuvius for sustainable margin expansion and significant earnings upside. Expansion in high-growth regions and alignment with green steel trends are set to drive long-term revenue growth and shareholder value.
View narrative
UK£5.90
FV
40.0% undervalued
intrinsic discount
1.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Your Valuation for
VSVS
VSVS
Vesuvius
Your Fair Value
UK£
Current Price
UK£3.54
7.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
2b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£1.9b
Earnings UK£93.1m
Advanced
Set Fair Value