ALFA Finder| Revenue growth | Total income grew 21% YoY to ₹904 crores. |
|---|---|
| Margins | EBITDA grew 52%; margins benefited from operational efficiencies and utilization. |
| Order book | Order book at ₹200 crores; pipe visibility at 3 months. |
| Demand visibility | Strong domestic demand; exports subdued due to global conflicts. |
| Management confidence | Balanced confidence despite volatile external export environment. |
Growth
Volume growth of 37% overall, with steel bars up 45% and seamless pipes up 10% despite a 1.5-month maintenance shutdown.
Outlook
Management maintains 20-30% growth guidance for FY27; capex planned at ₹10 crore for automation/upgrades.
Risks
Export markets remain volatile due to geopolitical tensions; order book for pipes declined from 5 to 3 months.
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