| Revenue growth | FY26 revenue hit ₹17,000cr, meeting company guidance exactly. |
|---|---|
| Margins | EBITDA margins exceeded 14%, surpassing the guided 20% ROCE target. |
| Order book | Massive order book of ₹25,000cr ($2.5 billion) providing multi-year visibility. |
| Demand visibility | Strong visibility in US gas/LNG and Saudi water infrastructure sectors. |
| Management confidence | Highly confident, citing 'paradigm shifts' and a strong 5-7 year outlook. |
Growth
Strong 42% YoY PAT growth; EBITDA margins exceeded 14%. 43% CAGR growth in margins indicates high-quality operational scale.
Outlook
FY27 guidance set at ₹20,000cr revenue and ₹2,850cr EBITDA, reflecting a 20% YoY growth target.
Risks
Muted short-term growth in India due to shifting government priorities; potential supply chain disruptions in Middle East projects.
Earnings Call filed with BSE, NSE: WELCORP. Summary written with AI assistance from the document.
Welspun Corp Ltd: key numbers
- Share price
- ₹2,832.40
- Market cap
- ₹74,716 Cr
- Revenue (annual)
- ₹16,770 Cr
- Net profit (annual)
- ₹1,613 Cr
- P/E (TTM)
- 32.4×Sector 19.0×
- Promoter holding
- 49.73%+0.00% QoQ
- FII holding
- 14.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Welspun Corp Ltd
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