Welspun Corp Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw record EBITDA and PAT, with a robust order book and strong cash position despite high CapEx. U.S. and Saudi markets remain bullish, while Indian demand is set to recover as government funding resumes. Major projects are on track, and export momentum continues.
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Record-high order book and robust Q2 results with 53% YoY PAT growth and highest-ever EBITDA. Strong US and Saudi demand, ongoing CapEx, and confident FY26 guidance, with India’s water sector expected to rebound.
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Record EBITDA and strong margins achieved in Q1 FY26, supported by a robust INR 19,000 crore order book and net cash position. Demand outlook remains strong across India, US, and Saudi Arabia, with major CapEx focused on OPVC and pipeline segments.
Fiscal Year 2025
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Strong FY 2025 results with EBITDA of INR 1,858 crore and robust order book. FY 2026 guidance targets 25% revenue growth and 18% higher EBITDA, supported by major CapEx, new U.S. and India projects, and continued market leadership in core segments.
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Q3 FY25 saw strong sequential profitability, robust order books across India, U.S., and Saudi, and stable margins. The company is on track to exceed full-year guidance, with major projects and new product launches progressing as planned.