| Revenue growth | 21% YoY in FY26 |
|---|---|
| Margins | Operating EBITDA margin improved from 4.1% to 5.2% |
| Order book | Includes development order for NPCIL Nickel Alloy tubes |
| Demand visibility | Growth-oriented domestic spending in strategic sectors |
| Management confidence | Focused on managing volatility and sustaining performance |
Growth
FY26 Revenue up 21% to ₹9,042 Mn. Total sales volume grew 37%, led by a 45% jump in bar volumes.
Outlook
Focus on high-value products, aerospace applications (AS9100D), and clean energy. New bright bar project currently stabilizing.
Risks
Global market volatility due to Iran/Russia-Ukraine conflicts and tepid demand following US tariff actions.
Earnings Call filed with BSE, NSE: WELSPLSOL. Summary written with AI assistance from the document.
Welspun Specialty Solutions Ltd: key numbers
- Share price
- ₹43.34
- Market cap
- ₹2,872 Cr
- Revenue (annual)
- ₹886.2 Cr
- Net profit (annual)
- ₹22.67 Cr
- P/E (TTM)
- 199.2×Sector 17.1×
- Promoter holding
- 55.17%+0.00% QoQ
- FII holding
- 1.38%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Welspun Specialty Solutions Ltd
All →Welspun Specialty Solutions Management Change
Welspun Specialty Solutions appointed Dr. Prabodh Seth as Non-executive Independent Director for four years from 6 November 2026. The appointment is subject to shareholder approval.
Welspun Specialty Solutions Annual General Meeting
Welspun Specialty Solutions shareholders passed by postal ballot the appointment of Anil Kumar Jha as Independent Director for four years from August 28, 2026. The resolution received 99.97% of votes cast in favour.
Welspun Specialty Solutions Earnings Call Transcript: Key Takeaways
External headwinds from EU trade barriers and high costs crushed quarterly margins despite resilient domestic demand.
Welspun Specialty Solutions Other Announcement
Welspun Specialty Solutions Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026. This filing adheres to SEBI Regulation 31(1)(b).
Welspun Specialty Solutions Investor Presentation: Key Takeaways
Q2FY27 performance was weak due to global headwinds. Total income remained flat at INR 2,420 Mn, while Reported EBITDA dropped 75% YoY to INR 44 Mn.
Welspun Specialty Solutions Q2 FY27 Results: Net Loss of ₹4.5 Cr
Welspun Specialty Solutions Ltd reported revenue from operations of ₹240.3 Cr (+0.5% YoY) and a net loss of ₹4.5 Cr for Q2 FY27.
- Key figure
- Net loss ₹4.5 Cr