| Revenue growth | Driven by robust US demand and high-value exports from India. |
|---|---|
| Margins | Q2 EBITDA hit record ₹782 Cr, showing structural resilience. |
| Order book | Record ₹50,000 Cr ($5.2B) providing long-term execution visibility through FY29. |
| Demand visibility | Strong US data center and LNG demand; muted domestic India outlook. |
| Management confidence | Confident but cautious regarding Middle East supply chain logistics. |
Growth
H1 FY27 EBITDA reached all-time high of ₹1,538 Cr, up 30% YoY.
Outlook
Order book stands at record ₹50,000 Cr ($5.2B); ROE guided above 20% for FY27.
Risks
Domestic water and gas segments remain sluggish due to budgetary constraints and supply chain disruptions.
Earnings Call Transcript filed with NSE, NSE: WELCORP. Summary written with AI assistance from the document.
Welspun Corp Ltd: key numbers
- Share price
- ₹2,341.60
- Market cap
- ₹61,769 Cr
- Revenue (annual)
- ₹16,770 Cr
- Net profit (annual)
- ₹1,613 Cr
- P/E (TTM)
- 26.1×Sector 16.5×
- 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 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.
Welspun Corp Q2 FY27 Results: Net Profit ₹495.1 Cr, Up 11.6% YoY
Welspun Corp Ltd reported revenue from operations of ₹4,644 Cr (+6.2% YoY) and net profit of ₹495.1 Cr (+11.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹495.1 Cr · +11.6% YoY