ALFA Finder| Margins | Operating EBITDA almost tripled YoY due to better product mix. |
|---|---|
| Order book | First trial order for CGD Instrumentation Tubing received. |
| Demand visibility | Strong domestic demand in energy, defense, and aerospace segments. |
| Management confidence | High for domestic demand recovery and export stabilization. |
Growth
Total Income fell 6% YoY to INR 1,975 Mn. However, PAT improved to INR 52 Mn from a loss of INR 8 Mn YoY. Operating EBITDA margin expanded significantly.
Outlook
Ramping up new Bright Bar project; targeting Middle East and Malaysia markets. Received NTPC and BMC approvals for specialized products.
Risks
Geopolitical uncertainties and EU Tariff Rate Quota (TRQ) reductions impacted export market sentiment and Bar volumes.
Investor Presentation 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