ALFA Finder| 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
- ₹2,212.40
- Market cap
- ₹58,361 Cr
- Revenue (annual)
- ₹16,770 Cr
- Net profit (annual)
- ₹1,613 Cr
- P/E (TTM)
- 24.6×Sector 17.1×
- Promoter holding
- 47.46%-2.27% QoQ
- FII holding
- 23.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Welspun Corp Ltd
All →Welspun Corp Earnings Call Transcript: Key Takeaways
Welspun Corp delivered record Q2 EBITDA despite domestic headwinds, shifting focus toward robust US and Saudi markets.
Welspun Corp Results Update
Welspun Corp posted Q2FY27 EBITDA of Rs 782 crore, up 25% YoY. Record order book of about Rs 50,000 crore and new overseas capacity were also announced.
Welspun Corp Acquisition Worth ₹0 Cr
Welspun Corp will buy 0.49% of Welspun Special Coating for Rs 49,000 cash, a related-party deal. It supports a pipe coating joint venture with Perma-Pipe.
- Value
- ₹0.00 Cr
- Execution
- On or before 30 November 2026
Welspun Corp Acquisition
Welspun Corp will acquire 49% of Welspun Special Coating Pvt Ltd, a step-down subsidiary, for ₹49,000 in cash, to form a pipe-coating JV with Perma-Pipe. The deal is a related-party transaction, expected to complete by 30 November 2026.
- Execution
- On or before 30th November, 2026
Welspun Corp Management Change
Welspun Corp re-appointed two non-executive independent directors, Manish Chokhani and Anjani Kumar Agrawal, for 48-month terms. The re-appointments take effect in 2027.
Welspun Corp Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 4,644 cr (+6%), EBITDA 782 cr (+25%), PAT 499 cr (+13%). H1 PAT 1,545 cr incl. one-time gain. Record INR 50,000 cr order book; USA and Jordan capacity expansion.