WELCORPNSEWelspun Corp Limited· Steel And Steel ProductsHighNeutral
Announced Thu, 21 May · 19:07 IST

Welspun Corp Limited has informed the Exchange regarding a press release dated May 21, 2026, titled "Press Results on the Audited Financial Results of the Company for the quarter and year ended March 31, 2026".

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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AI summary

Welspun Corp Ltd reported FY26 EBITDA of Rs 2,371 crore, beating its own guidance of Rs 2,200 crore, with EBITDA margin expanding to 14% (from 8% in FY23). Revenue grew 20% y-o-y to Rs 16,770 crore, while PAT (without exceptional items) rose 42% to Rs 1,613 crore. The company generated strong operating cash flow of Rs 3,204 crore and free cash flow of Rs 672 crore, ending with a net cash position of Rs 1,627 crore despite heavy capex of Rs 2,532 crore. Order book reached an all-time high of ~Rs 25,350 crore, covering line pipes, DI pipes, and stainless steel, with the US spiral mill booked through FY28. For FY27, management guided revenue of Rs 20,000 crore and EBITDA of Rs 2,850 crore. The Board recommended a dividend of Rs 5 per share (100% face value).

Likely market impact

Strong beat on guidance, expanding margins, and record order book provide multi-year revenue visibility. The FY27 guidance implies ~19% revenue and ~20% EBITDA growth, reinforcing a positive outlook. The healthy balance sheet and cash generation reduce financial risk.