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Investor Presentation

Welspun Corp Investor Presentation: Key Takeaways

Welspun Corp Q1FY27 delivers record quarterly EBITDA of INR 756 cr (+35% YoY) and PAT of INR 1,046 cr, boosted by a stake sale gain.

Guidance and delivery
Management target Revenue 19.3% FY27
Highlights
Revenue growthFY27 guidance implies ~19% YoY growth from FY26.
MarginsEBITDA margin expanded to 18.5% from 15.8% YoY.
Order bookGlobal order book stands at INR 24,750 cr.
Demand visibilityStrong medium-to-long term visibility via INR 24,750 cr order book.
Management confidenceHigh; citing highest-ever EBITDA and robust order book visibility.

Growth

Revenue grew 15% YoY to INR 4,081 cr; EBITDA margin expanded 270 bps to 18.5%.

Outlook

FY27 Revenue guidance at INR 20,000 cr; EBITDA target INR 2,850 cr. Global order book at INR 24,750 cr.

Risks

Geopolitical uncertainties and tariffs impacting export sentiment; funding constraints in India's Jal Jeevan Mission.

Source

Investor Presentation filed with NSE, NSE: WELCORP. Summary written with AI assistance from the document.

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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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08:28 IST NSE
New Order Win

Welspun Corp Bags ₹4,000 Cr Order

Welspun Corp's subsidiary secured a record HFIW pipe order valued at ₹4,000 crore. The order will be executed from their US facility during FY28 and FY29.

Value
₹4,000 Cr
Execution
FY28 and FY29
Order book
₹45,000 Cr
22:00 IST BSE
New Order Win

Welspun Corp Bags ₹2,000 Cr Order

Welspun Corp Ltd secured an international order worth ₹2,000 Crore. The counterparty is confidential, and the contract falls within the ordinary course of business.

Value
₹2,000 Cr
21:41 IST NSE
Business Update

Welspun Corp Business Update

Welspun Corp's associate, East Pipes Integrated Company, secured a contract from Saudi Aramco valued at approximately ₹2,000 Crore. This project will be executed over six months.

Value
₹2,000 Cr
From
Saudi Arabian Oil Co. (Aramco)
Execution
6 months
20:13 IST BSE
Merger & Restructuring

Welspun Corp Merger & Restructuring

Welspun Corp Ltd's subsidiary, Welspun DI Pipes Limited, is incorporating a new wholly owned subsidiary, 'Welspun Special Coating Private Limited', to undertake pipe coating business activities.

14:10 IST BSE
Financial Results

Welspun Corp Q1 FY27 Results: Net Profit ₹1,048 Cr, Up 200.1% YoY

Welspun Corp Ltd reported revenue from operations of ₹4,081 Cr (+14.9% YoY) and net profit of ₹1,048 Cr (+200.1% YoY) for Q1 FY27.

Key figure
Net profit ₹1,048 Cr · +200.1% YoY