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Earnings Call

Welspun Enterprises Earnings Call: Key Takeaways

Welspun Enterprises delivered Q4 FY26 revenue of ₹1,199cr (up 14% YoY) and EBITDA of ₹272cr. Strategy focuses on high-margin water and complex transport projects with an order book of ~₹20,000cr.

Why this was an Alfa AlertNot a filter event. Achieved revenue was in line with guidance (₹3,615cr vs ₹3,600cr guided).
Highlights
Revenue growthFY26 consolidated revenue at ₹3,615cr, matching guidance.
MarginsFY26 EBITDA margin at 23%, exceeding guided 18-20% range.
Order bookConsolidated order book at ~₹20,000cr; water segment accounts for ~₹14,000cr.
Demand visibilityRevenue visibility via ₹20,000cr order book; bid pipeline remains robust.
Management confidenceStrong confidence in medium-term targets and execution capabilities.

Growth

FY26 revenue reached ₹3,615cr, meeting guidance. EBITDA grew 16% YoY; margins expanded 350bps to 23%.

Outlook

Guided 15-20% revenue growth for FY27; targeting ₹8,000-10,000cr order inflows. Monetizing Aunta-Simaria asset in H1 FY27.

Risks

Geopolitical disturbances, supply chain disruptions, and labor availability impacting execution timelines.

Source

Earnings Call filed with BSE, NSE: WELENT. Summary written with AI assistance from the document.

Read the document ↗

Welspun Enterprises Ltd: key numbers

Share price
₹754.50
Market cap
₹10,443 Cr
Revenue (annual)
₹3,615 Cr
Net profit (annual)
₹349.9 Cr
P/E (TTM)
34.2×Sector 33.0×
Promoter holding
56.13%+0.00% QoQ
FII holding
3.92%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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10:33 IST NSE
New Order Win

Welspun Enterprises Bags ₹351.2 Cr Order from Ahmedabad Municipal Corporation

Welspun Enterprises' subsidiary, WMEL, received a ₹351.24 Crore order from Ahmedabad Municipal Corporation for sewer rehabilitation projects, to be executed over 24 months.

Value
₹351.2 Cr
From
Ahmedabad Municipal Corporation
Execution
24 months
10:39 IST NSE
Price Movement Clarification

Welspun Enterprises Price Movement Clarification

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19:34 IST NSE
Earnings Call

Welspun Enterprises Earnings Call Transcript: Key Takeaways

Welspun reports a soft quarter with revenue hit by logistical disruptions, but EBITDA margins remain exceptionally strong above guidance due to cost discipline.

Call
Guides 18% growth