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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.

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
₹224.68
Market cap
₹21,550 Cr
Revenue (annual)
₹9,399 Cr
Net profit (annual)
₹204.4 Cr
P/E (TTM)
77.6×Sector 55.7×
Promoter holding
66.36%+0.12% QoQ
FII holding
5.21%Current quarter

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

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16:33 IST BSE
Promoter Selling

Welspun Living Promoter Selling: ₹525.9 Cr

Welspun Living promoter, Welspun Group Master Trust, sold 2.45 crore shares worth ₹525.88 Crore via block deals on September 23, 2026.

Value
₹525.9 Cr
Promoter stake change
-2.59%
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Welspun Living Annual General Meeting

Welspun Living held its 41st Annual General Meeting on September 24, 2026. Shareholders approved financial statements, dividend, and several special business items.

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Welspun Living Promoter Selling

Welspun Group Master Trust disposed 2,44,71,102 shares (2.59%) of Welspun Living via block deal. Post-transaction promoter holding falls to 63.26%.

Promoter stake change
-2.59%
11:33 IST NSE
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Welspun Living Credit Rating

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17:52 IST BSE
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Welspun Living Other Announcement

Welspun Living Limited issued letters to shareholders with unregistered e-mails, providing a web-link to access the Notice of the 41st AGM and FY 2025-26 Annual Report.