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Companies Industrials VLN.TO
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VLN.TO Toronto Stock Exchange Industrial Machinery & Equipment

Velan Inc

C$15,91
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
-27,9 %
ROE
-77,1 %
Net margin
-25,6 %
Debt / equity
0,25
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

Velan Inc designs, manufactures, and sells industrial valves and related equipment for the oil, gas, and chemical industries.

Business. Velan Inc (VLN.TO) is an industrial goods company that manufactures industrial machinery and equipment. The firm is headquartered in Canada and is primarily listed on the Toronto Stock Exchange. As segment and geographic breakdowns are not provided, the company is described at the industry level within the Industrial Goods sector. Its business model is based on product sales, typical of capital-equipment manufacturers in the industrial machinery space.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryIndustrial Machinery & Equipment
ActivityIndustrial Goods
Generated · model-assisted
Sell-side consensus
BUY3 analysts
3 buy0 hold0 sell
Avg 12m price target4,00

Analyst recommendations

3 analysts · consensus Buy
Buy3
Hold0
Sell0
12-month price target
4,00
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
3 analysts · indicative
Ownership
not yet wired
Profitability
-77,1 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning VLN.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to VLN.TO. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Velan Inc (VLN.TO) is an industrial goods company that manufactures industrial machinery and equipment. The firm is headquartered in Canada and is primarily listed on the Toronto Stock Exchange. As segment and geographic breakdowns are not provided, the company is described at the industry level within the Industrial Goods sector. Its business model is based on product sales, typical of capital-equipment manufacturers in the industrial machinery space.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryIndustrial Machinery & Equipment
    ActivityIndustrial Goods
    AI synthesis
    GENERATED

    Velan's capital structure shows a debt-to-equity ratio of 0.25, indicating a conservative leverage profile with long-term debt of $24.88M against total equity of $97.86M. The company maintains $34.87M in cash and equivalents, supporting a current ratio of 1.12, which suggests adequate short-term liquidity to cover obligations. However, free cash flow of -$67.53M indicates significant cash outflows, primarily driven by capital expenditures of -$10.68M and operational cash flow of $26.53M.

    Profitability metrics show a return on equity of -77.15% and return on assets of -15.04%, both well below industry norms for industrial machinery firms. The company reported a net loss of $75.50M on revenue of $295.19M, with operating income of -$82.27M and gross profit of $84.92M. These results suggest operational inefficiencies and margin compression compared to industry peers.

    The company's revenue is concentrated in a single business segment focused on industrial valves and equipment, with no disclosed geographic diversification in the latest financials. This lack of segment and geographic diversification increases exposure to sector-specific risks and regional demand fluctuations.

    Velan's growth trajectory shows a significant decline in profitability, with a net loss of $75.50M in the latest period. While revenue of $295.19M provides a baseline, the negative operating and net income figures indicate a deterioration in performance compared to historical results. The outlook for the next fiscal year remains uncertain without clear signs of operational improvement or margin expansion.

    Risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. The company's capital structure remains stable, and there are no disclosed plans for near-term equity issuance or debt financing that would significantly alter the ownership structure. However, the significant net loss and negative free cash flow raise concerns about long-term sustainability without operational adjustments.

    Recent filings and transcripts show no material events that would directly impact Velan's operations or financial position. The company has not disclosed any significant legal, regulatory, or strategic developments in the latest available documents.

    Key takeaways
    • Velan operates with a conservative debt profile but faces significant profitability challenges with a -77.15% return on equity.
    • The company's lack of segment and geographic diversification increases exposure to sector-specific risks.
    • Free cash flow of -$67.53M highlights operational cash outflows that could pressure liquidity if not addressed.
    • No immediate dilution or liquidity risks are present, but the net loss and negative operating income require close monitoring.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    C$15,91
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    C$97.9M
    Net cash
    C$10.0M
    Current ratio
    1.1
    Debt / equity
    0.2
    ROA
    -15.0%
    ROE
    -77.1%
    Cash conversion
    -35.0%
    CapEx / revenue
    -3.6%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    -0,15
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-14 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowC$3,00
    MeanC$4,00
    MedianC$4,00
    HighC$5,00
    SpotC$15,91
    −74.9 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-27,9 %Bottom quartile
    Net Margin-25,6 %Bottom quartile
    ROE-77,1 %Bottom quartile
    Capex / Rev-3,6 %Above median
    D/E0,25Below median
    Cash Conv-0,35Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Velan Inc Market data — financials · 2026-05-29

    Ownership & reference

    Leadership

    • James A. MannebachChairman of the Board, Chief Executive Officer

    Insider activity

    — missing data

    Short positioning

    1.8Mshares short-17.5% vs prior
    1.67days to cover
    65.5%short of daily vol
    6.3Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    VLN.TOCanonical
    Toronto Stock Exchange · CAD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -26.4%Derived (calculated)
    • Net margin (FY 2025-12-31): -44.7%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 11.4%Derived (calculated)
    • Debt-to-equity (FY 2025-12-31): 0.28xDerived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -1,348.1%Derived (calculated)
    • Gross margin (FY 2025-12-31): 62.4%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): -21.8%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 0.9%Derived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 12.5%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 17.6%Derived (calculated)
    • Return on equity (FY 2025-12-31): -30.1%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): 28.6%Derived (calculated)
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): 5.4%Derived (calculated)
    • Return on assets (FY 2025-12-31): -23.4%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -21.3%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 22.1%Derived (calculated)
    • Current ratio (FY 2025-12-31): 5.17xDerived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -42.7%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 11.4%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 13.7%Derived (calculated)
    • Gross profit (annual): USD 44.09MSEC XBRL filing
    • Net income (annual): USD -31.58MSEC XBRL filing
    • Revenue (annual): USD 70.62MSEC XBRL filing
    • Total assets (annual): USD 134.7MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage