| Revenue growth | ₹142 Cr revenue for Q2; H1 revenue ₹440 Cr. |
|---|---|
| Margins | Under pressure due to inability to pass on sudden cost spikes. |
| Order book | Tube order book at 4 months; bid book at 10 months. |
| Demand visibility | Strong domestic demand in thermal, nuclear, and oil; weak EU sentiment. |
| Management confidence | Cautiously optimistic, acknowledging significant external margin pressure and export hurdles. |
Growth
Revenue hit ₹142 Cr; bars grew 20% YoY, but tube volumes slumped significantly.
Outlook
Order book stands at 4 months for tubes; target 30% volume growth remains delayed.
Risks
EU safeguard duties exceeding 20% and volatile freight costs threaten export competitiveness.
Earnings Call Transcript filed with BSE, NSE: WELSPLSOL. Summary written with AI assistance from the document.
Welspun Specialty Solutions Ltd: key numbers
- Share price
- ₹42.04
- Market cap
- ₹2,786 Cr
- Revenue (annual)
- ₹886.2 Cr
- Net profit (annual)
- ₹22.67 Cr
- P/E (TTM)
- 193.2×Sector 16.7×
- 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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