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Earnings Call

Welspun Living Earnings Call: Key Takeaways

Welspun Living navigated a difficult FY26 (Revenue down 11.5%) with a sequential Q4 recovery. Strategy focuses on geographic diversification (non-U.S. at 41%), brand expansion, and ramping up U.S. pillow manufacturing facilities.

Welspun Living Ltd NSE: WELSPUNLIV Alert sent
Why this was an Alfa AlertNot a filter event. Results showed a decline YoY; sequential Q4 recovery was in line with stabilization efforts.
Highlights
Revenue growthFY26 revenue fell 11.5% YoY; Q4 grew 7.7% QoQ.
MarginsFY26 EBITDA 9.1%; Q4 10.8%; targeting teen margins for FY27.
Demand visibilityStabilizing U.S. retail; emerging opportunities from FTAs in UK/EU.
Management confidenceHigh for FY27, targeting double-digit growth and margin recovery.

Growth

FY26 Revenue: ₹9,468cr (-11.5% YoY). Q4 Revenue grew 7.7% sequentially; EBITDA margin improved to 10.8%.

Outlook

FY27 guidance for double-digit growth and teen-range EBITDA margins. Target ₹15,000cr revenue in 3 years. Capex: ₹400-500cr.

Risks

U.S. tariff volatility, West Asia logistics disruptions, geopolitical tensions, and rising raw material costs (cotton, crude).

Source

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

Read the document ↗

Welspun Living Ltd: key numbers

Share price
₹255.73
Market cap
₹24,528 Cr
Revenue (annual)
₹9,399 Cr
Net profit (annual)
₹204.4 Cr
P/E (TTM)
56.5×Sector 48.2×
Promoter holding
63.77%-2.59% QoQ
FII holding
9.07%Current quarter

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

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