ALFA Finder| Revenue growth | -8% YoY Consolidated |
|---|---|
| Margins | Consolidated EBITDA margin resilient at 22.9% |
| Order book | ₹18,729 Crore as of June 30, 2026 |
| Demand visibility | Strong bid pipeline and robust order book visibility |
| Management confidence | Confident 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)
Investor Presentation filed with BSE, NSE: WELENT. Summary written with AI assistance from the document.
Welspun Enterprises Ltd: key numbers
- Share price
- ₹699.65
- Market cap
- ₹9,684 Cr
- Revenue (annual)
- ₹3,615 Cr
- Net profit (annual)
- ₹349.9 Cr
- P/E (TTM)
- 19.1×Sector 33.5×
- Promoter holding
- 56.13%+0.00% QoQ
- FII holding
- 7.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Welspun Enterprises Ltd
All →Welspun Enterprises Annual General Meeting
Welspun Enterprises seeks shareholder approval via postal ballot for higher borrowing limit of Rs.8,000 Crore, security creation up to Rs.11,000 Crore, and a Rs.6,350 Crore related-party guarantee for WPSPL. Voting runs November 7 to December 6, 2026.
Welspun Enterprises Earnings Call Transcript: Key Takeaways
Q2 consolidated revenue of ₹1,035 Cr (+32%) and PAT of ₹296 Cr rest on a one-time ₹194 Cr Panipat stake-sale gain. Underlying growth is modest.
Welspun Enterprises Other Announcement
Welspun Enterprises filed its quarterly Regulation 32 statement confirming no deviation in use of its convertible warrant proceeds. The filing is a routine proceeds-utilisation statement with no new capital event.
Welspun Enterprises Merger & Restructuring Worth ₹339.4 Cr
Welspun Enterprises completed the final tranche sale of its 51% stake in associate NXT Infra MCP to NXT-Infra Trust for about ₹339.38 Crore. NXT Infra MCP ceases to be an associate of the company.
- Value
- ₹339.4 Cr
Welspun Enterprises Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹1,035 Cr (+32% YoY), EBITDA ₹425 Cr (39.5% margin), PAT ₹296 Cr (+201%). H1 revenue +11%. Order book ₹18,708 Cr. AWEL gas evacuation approved via ONGC facilities.
Welspun Enterprises Management Change
Welspun Enterprises' board accepted the resignations of its CHRO and Company Secretary and appointed Ravi Singh as CHRO and Priya Pakhare as Company Secretary. These are senior management and KMP changes with no financial impact.