| Margins | EBITDA margin compressed significantly due to high raw material/freight costs. |
|---|---|
| Order book | Tubes order book ~4 months; bid book finalization expected in H2. |
| Demand visibility | Subdued market sentiments leading to deferment of contract finalizations. |
| Management confidence | Cautious on exports; positive on domestic 'Make in India' demand. |
Growth
H1FY27 revenue fell 3% YoY to INR 4,395 Mn; PAT for Q2 turned into a loss of INR 45 Mn.
Outlook
Tubes order book covers ~4 months; management expects export market recovery as conditions stabilize.
Risks
High ocean freights, EU import duties >20%, and geopolitical uncertainties impacting export volumes and margins.
Investor Presentation filed with BSE, NSE: WELSPLSOL. Summary written with AI assistance from the document.
Welspun Specialty Solutions Ltd: key numbers
- Share price
- ₹42.21
- Market cap
- ₹2,797 Cr
- Revenue (annual)
- ₹886.2 Cr
- Net profit (annual)
- ₹22.67 Cr
- P/E (TTM)
- 194.0×Sector 16.9×
- 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.
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