India · Delayed Price · Currency is INR Welspun Corp Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 saw revenue near INR 17,000 crore, EBITDA of INR 2,370 crore, and PAT up 42% year-over-year, with a robust INR 25,000 crore order book. FY 2027 guidance targets 20% growth, driven by strong U.S. and Middle East demand, new capacities, and resilient margins.
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Record-high order book and highest-ever quarterly EBITDA highlight strong global demand, especially in the U.S. and Saudi Arabia. Major projects are on track, with robust outlook across segments and improved sustainability rankings.
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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 quarterly EBITDA and strong order book underpin robust growth outlook across India, US, and Saudi Arabia. CapEx plans are on track, funded by operating cash flows, with margin sustainability supported by product mix and market demand.
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 improved profitability, strong order book, and robust demand across India, U.S., and Saudi Arabia. EBITDA and ROCE remain strong, with major capacity expansions and new product launches on track to drive future growth.