Welspun Living Investor Presentation: Key Takeaways
Q2FY27 total income ₹2,870 Cr (+16.9% YoY), EBITDA ₹370 Cr at 12.9% margin (+604 bps), PAT ₹169 Cr (5.9% margin). Balance sheet moved to net-cash (₹2 Cr).
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Q2FY27 total income ₹2,870 Cr (+16.9% YoY), EBITDA ₹370 Cr at 12.9% margin (+604 bps), PAT ₹169 Cr (5.9% margin). Balance sheet moved to net-cash (₹2 Cr).
Q2 FY27 revenue ₹319.14 Cr (+109.86% YoY), PAT ₹36.11 Cr (+100.38%); H1 FY27 revenue ₹571.45 Cr (+113.75%). Growth levers: data-centre cooling, exports, liquid cooling.
Q2 FY27: total income Rs1,149Mn (+9.9% YoY), EBITDA Rs408Mn (35.5% margin), PAT Rs206Mn (17.9% margin, +3.5% YoY). H1 FY27 PAT Rs417Mn (+7.3%).
Q2 FY27 revenue Rs218cr (-3%), EBITDA Rs56cr (25.8% margin, -460bps), PAT Rs9cr (-59%). H1 PAT Rs25.5cr (-42%). Pushing bigger EBO stores and pricing to restore margins.
Welspun Corp delivered record Q2 EBITDA despite domestic headwinds, shifting focus toward robust US and Saudi markets.
Praj delivered steady performance amid domestic ethanol slowdown by pivoting to international markets and new verticals.
Q2FY27 standalone revenue INR 753 Mn (+55.7% YoY), EBITDA INR 203 Mn (26.9% margin), PAT INR 151 Mn (20.1% margin). H1 revenue +14.3%, H1 PAT +71.3%. Strategy: defence indigenisation and marine expansion.
Kuantum reported weak Q2 performance due to a major plant shutdown for modernization, coupled with high West Asia-linked input costs.
Motilal Oswal posted strong profit growth driven by asset and wealth management, which now contribute 58% of operating PAT.
Management is prioritizing margin recovery over market share following a disappointing Q1. While RAC volumes surged, inability to fully pass on 18% raw material inflation continues to depress segment margins.
H1 FY27 revenue ₹4,829 Mn (+1.0% YoY); Q2 revenue returned to growth at +3.2%. H1 EBITDA ₹601 Mn at 12.5% margin; H1 PAT ₹314 Mn (-8.3%).
CAMS successfully crossed the ₹400 Cr revenue mark, showing strong non-mutual fund scaling and solid EBITDA expansion despite significant platform modernization costs.
Strong top-line growth driven by pharma digital transformation, but near-term margins are compressed by annual wage hikes and mutual fund mark-downs.
NOCIL reported strong revenue growth driven by realizations, but volume contraction and rising input costs are squeezing margins.
Management reports record quarterly revenue and EBITDA, driven by a significant execution ramp-up. Aggressive expansion in fuel cells and clean energy segments underpins a very optimistic outlook despite high working capital needs.
Greenply delivered strong 16.1% revenue growth, navigating plywood capacity constraints and MDF pricing pressure.
Q2 FY27 total income Rs 321.55 Cr (+43.8% YoY), EBITDA Rs 36.91 Cr, PAT Rs 18.73 Cr (+34.2% YoY); EBITDA margin 11.48%. Capacity expansion and backward integration are underway.
Q2 FY27 revenue ₹3,472M (+24% YoY), EBITDA ₹1,104M (+29%, 31.8% margin), PAT ₹680M (+26%). H1 revenue +27%; CEM/CRAMS-led mix shift.
Q3 CY26 (Jul-Sep 2026): net revenue Rs 66,076mn (+33.2%), EBITDA Rs 14,267mn (+25.1%, 21.6% margin), PAT Rs 8,306mn (+13.5%). Volumes +28.7%. Growth-led quarter with gross margin pressure.
Q2 FY27 revenue ₹5,914 Mn (+39% YoY), normalised EBITDA ₹1,169 Mn (19.8% margin), normalised PAT ₹434 Mn. FY27 revenue growth guidance raised to 33–35%.
H1 FY27 standalone: revenue INR 93.2 Cr (+84.9%), EBITDA INR 12.7 Cr (13.6% margin), PAT INR 6.8 Cr (+360.9%). Defence and marine HVAC focus, with data-centre cooling push.
Q2FY27 revenue ₹2,931 cr (+21%), PAT ₹124 cr (+25%, incl. ₹23 cr MedTech exit gain); EBITDA +10.5%, margins squeezed in Unitary and projects.
Q2 FY27 (Jul-Sep 2026): net sales 7,481 MINR, +23.7% YoY; EBITDA 656 MINR (8.8% margin); PAT 297 MINR, -19.1% due to 96 MINR restructuring charge.
Q2FY27 consolidated revenue ₹100.9 Cr (+58.6% YoY), EBITDA ₹22.2 Cr (22.0% margin), PAT ₹14.7 Cr (+117.1%). H1FY27 revenue ₹194.9 Cr, PAT ₹28.9 Cr. Strategy: capacity expansion, EV entry, exports.
Q2 FY27 total income Rs 773.16 Cr (+13.9%), EBITDA Rs 212.49 Cr (27.5% margin, +65bps), PAT Rs 117.03 Cr (+24.6%). H1 FY27 PAT +29.1%. Targets Rs 5,000 Cr revenue by FY29-30.
Praj Q2 FY27 consolidated revenue INR 8,490 Mn (+0.9%), EBITDA INR 524 Mn (6.17% margin), PAT INR 232 Mn (+20.2%). Bioenergy growth offset Engineering decline. No explicit guidance.
Q2 FY27 revenue ₹92.1 Cr (-24% YoY, +23% QoQ); EBITDA margin 16.0%; adjusted PAT ₹8.4 Cr (9.2% margin). ₹900+ Cr order book underpins H2 recovery.
Q2FY27 revenue Rs406.8 Cr (+200% YoY), PAT Rs59.8 Cr vs Rs4.2 Cr; H1 revenue Rs767.5 Cr, EBITDA margin 24.0%. Order book Rs5,976.5 Cr; expansion in aerospace, civil nuclear and data centres.
Q2 FY27 revenue ₹211.6 cr (+16.5%), adj PAT ₹32.3 cr (+13.4%), PAT margin 15.3%. API sales up 89%; domestic formulations +11.6%, international +6.4%.
Q2 FY27 revenue +22.9% YoY to INR 6,629 Mn, but EBITDA fell 18.1% to INR 475 Mn (7.17% margin). Q2 PAT INR 104 Mn (-24.6%); H1 PAT boosted by tax credit.