| Revenue growth | EBITDA grew 35% YoY; highest ever quarterly performance reported. |
|---|---|
| Margins | US margins exceptionally high; US guidance is $300 per ton. |
| Order book | Record order book of ₹25,750 crore provides robust visibility. |
| Demand visibility | Strong US data center demand; muted Indian domestic demand. |
| Management confidence | Balanced, highlighting global resilience vs domestic Indian headwinds. |
Growth
EBITDA grew 35% YoY. Profitability is skewed towards the US line pipe market, which commands significant margin premiums.
Outlook
Order book stands at a record ₹25,750 crore ($2.7B). Management expects robust demand visibility into FY28 and FY29 from US data centers.
Risks
Domestic demand for DI pipes is stalling due to fund constraints and industry overcapacity. Geopolitical issues in Saudi Arabia remain a friction point.
Earnings Call Transcript 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
All →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
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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
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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.
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- ₹2,000 Cr
- From
- Saudi Arabian Oil Co. (Aramco)
- Execution
- 6 months
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.
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.
- Call
- Guides 19% growth
Welspun Corp Q1 FY27 Results: Net Profit ₹1,048 Cr, Up 200.1% YoY
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- Key figure
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