| Revenue growth | FY26 ₹17,000 cr; FY27 guidance ₹20,000 cr (17.6% growth). |
|---|---|
| Margins | EBITDA margin >14%; targeting margin accretion from new US/Saudi assets. |
| Order book | ₹25,000 cr ($2.5 billion); 2/3rd US, 1/3rd India. |
| Demand visibility | Strong 5-7 year pipeline for US LNG/Oil and Saudi water projects. |
| Management confidence | High; cited dominant US/Saudi positions and booked capacity through FY28. |
Growth
FY26 PAT grew 42% YoY to ₹1,613 cr. EBITDA margin exceeded 14% with a 43% 4-year CAGR.
Outlook
FY27 guidance: ₹20,000 cr revenue and ₹2,850 cr EBITDA. Order book stands at ₹25,000 cr ($2.5 billion).
Risks
Geopolitical disruptions causing supply chain issues; muted near-term growth in India; overcapacity and payment delays in DI pipes.
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.
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