Welspun Corp Partnership

Earnings Call

Welspun Corp Earnings Call Transcript: Key Takeaways

Welspun Corp delivered record Q2 EBITDA despite domestic headwinds, shifting focus toward robust US and Saudi markets.

Results Update

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.

Acquisition

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

Acquisition

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

Management Change

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.

Earnings Call

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.

PartnershipEPW India Ltd EPWINDIAAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

EPW India Partnership

EPW India signed an MoU with Spectrum Wireless and its group company DeNovo to procure and refurbish mobile phones and devices. No monetary value was disclosed.

PartnershipJain Irrigation Systems Ltd JISLJALEQSAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Jain Irrigation Systems Partnership

JISL signed a carbon removal credit agreement with Supercritical Tech for up to 19,000 tonnes of biochar credits. Credits cover 2026 and 2027; consideration is undisclosed.

Execution

2026 and 2027

PartnershipOriental Aromatics Ltd OALAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Oriental Aromatics Partnership

Oriental Aromatics entered a non-exclusive strategic, manufacturing and technical arrangement with Unilever Industries. No monetary consideration or specific contract value was disclosed.

PartnershipCG Power and Industrial Solutions Ltd CGPOWERAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

CG Power and Industrial Solutions Partnership

Axiro, a CG Power subsidiary, invests as lead investor and strategic partner in ThinSiC Inc. for SiC power semiconductor commercialisation.

PartnershipOnMobile Global Ltd ONMOBILEAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

OnMobile Global Partnership

OnMobile Global signed a three-year distribution deal with Savex Technologies for its ONMO+ Smart Console. No fixed deal value is disclosed, as consideration depends on purchase orders.

Execution

Three years from the Effective Date

PartnershipLloyds Metals & Energy Ltd LLOYDSMEAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Lloyds Metals & Energy Partnership

Lloyds Metals and Energy executed a ₹29.66 Crore agreement with Amplus Green One Power for renewable power. The deal includes share subscription, shareholders and power purchase agreements.

Value

₹29.66 Cr