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Investor Presentation

Welspun Enterprises Investor Presentation: Key Takeaways

Q1FY27 showed soft revenue performance amidst challenging conditions, but maintained a strong consolidated EBITDA margin of 22.9%. The company remains focused on an asset-light model via capital recycling and strategic divestments.

Highlights
Revenue growth-8% YoY Consolidated
MarginsConsolidated EBITDA margin resilient at 22.9%
Order book₹18,729 Crore as of June 30, 2026
Demand visibilityStrong bid pipeline and robust order book visibility
Management confidenceConfident in medium-term growth despite soft quarter

Growth

Consolidated Revenue fell 8% YoY to ₹774 Cr; Reported PAT dropped 44% YoY to ₹56 Cr.

Outlook

Order book stands at ₹18,729 Cr. Management targets medium-term growth across Water, Transportation, and Tunneling segments.

Risks

Challenging operating environment; loss from discontinued operations increased from ₹13 Cr to ₹34 Cr YoY.

Last quarter's promises, checked

Delivered

  • Guided FY26 Revenue ₹3,600 Cr → delivered ₹3,615 Cr (= BEAT)
  • Guided FY26 EBITDA Margin 18-20% → delivered 23% (= BEAT)
  • Guided WMEL FY27 Revenue Growth 20% → delivered 20% (= BEAT)

Partly delivered

  • Guided Order Inflow ₹8k-10k Cr for FY27 → delivered ₹10k+ Cr in FY26, pipeline remains strong (= PARTIAL)

Missed

  • Guided FY27 Revenue Growth 15-20% → delivered -8% YoY (= MISS)
Source

Investor Presentation 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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23:30 IST BSE
Credit Rating

Welspun Enterprises Credit Rating

Crisil Ratings has assigned or reaffirmed credit ratings for Welspun Enterprises Ltd and its material subsidiaries, including upgrades for long-term facilities.

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

Welspun Enterprises clarified to NSE that no price-sensitive event drove the volume spurt in its shares. The company confirmed no undisclosed UPSI exists under Regulation 30.

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