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🎙️ In this episode of Green Sharks by Green Portfolio, we sit down with Nikhil Mansukhani, the Managing Director of Man Industries, a ₹2000 crore listed company powering India’s energy and infrastructure growth through steel pipelines.

From transporting crude oil and gas across continents to making a ₹1200 crore capex bet on stainless steel and Saudi Arabia, Man Industries is at the heart of India’s steel value chain. We dive into:

✅ The ₹1200 Cr expansion into stainless steel & Middle East
✅ Why hydrogen pipelines may replace oil in the future
✅ How global oil price fluctuations impact Indian steel businesses
✅ The risks of staying a mono-product company in a competitive market
✅ How they plan to compete with giants like Jindal & Welspun
✅ Why the next 10 years could be a golden phase for steel exports

00:00 – What Man Industries Does & Who They Supply To
02:14 – Company History & Journey into Pipes
03:29 – Types of Pipes Manufactured (MS, Spiral)
04:42 – Government & International Clients
05:18 – 20,000 km of Pipe Supplied Globally
06:30 – Grades of Steel & Usage Based on Application
07:35 – Why Coatings Are Critical for Long-Term Pipe Durability
08:42 – Entering the Stainless Steel Segment & Why It Matters
10:33 – Margins, Quality Control & Extrusion Process
12:23 – Comparing Margins: Man vs Jindal vs Welspun
14:47 – Strategy to Improve Margins & Expand into Saudi
15:54 – Impact of Crude Oil Price Fluctuations on Business
18:34 – Rise of Hydrogen & Its Role in Future Pipeline Demand
20:54 – Hydrogen vs Hydrocarbons: Are Pipes Ready?
22:01 – Why Europe Is Ahead in Green Steel Transition
23:41 – India’s Plans & Man Industries’ Hydrogen Readiness
25:17 – ₹1200 Cr Capex Plan: Jammu, Saudi & Dubai
27:33 – Why the US Market Is on Their Radar
28:07 – Delay in CWIP & Machinery Commitments
29:50 – Funding the Capex Without Straining Core Business
30:50 – Current Order Book & ₹10,000 Cr Bid Book
31:52 – Domestic vs International Bidding Process
33:55 – Global Client Base: Petronas, ADNOC, CPC Taiwan
35:43 – Strategic Tie-Up with Aramco & Global Presence
36:45 – Peak Capacity, Topline Potential & Steel Price Effect
38:25 – How They Hedge Steel Prices for Long-Term Orders
39:56 – Promoter Holding Explained: Family Settlement & Strategy
42:37 – Future Plan: Employee Ownership & Long-Term Automation
44:12 – Why Promoter Ownership ≠ Long-Term Vision
45:42 – Growth Outlook for FY25-26 & Closing Thoughts

📈 Whether you're an investor in industrials, tracking energy megatrends, or curious about what’s driving India’s pipeline infrastructure — this episode breaks it all down from the inside.

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Disclaimer: The data contained in the video is for educational purposes. We are neither responsible for any transactions nor investments conducted privately by the recipient, based on the above data. All investment decisions must be conducted with due diligence and after seeking advice.

Additional Disclosure-
1.We are Green Portfolio, SEBI Registered Research Analyst vide Registration No.: INH100008513 & SEBI Registered Portfolio Managers vide Registration No.: INP000006022.
2.⁠ ⁠We have the following financial interest in the company when taking this interview: The company might be a part of our funds via our associate companies.
3.⁠ ⁠Neither the directors nor the interviewer holds any shares of the company.