Please find attached Transcript of the earnings call held on May 15, 2026 on the audited financial results for the quarter and year ended March 31, 2026
WELENT · price
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Welspun Enterprises delivered a strong Q4 FY26 with consolidated revenue of INR1,199 crores (14% YoY) and EBITDA of INR272 crores (31% YoY, margins at 22%). For full year FY26, revenue stood at INR3,615 crores meeting guidance, while EBITDA grew 16% to INR845 crores with margins expanding to 23%, exceeding the guided 18-20% range. The company won the INR7,300 crores Pune-Shirur Elevated Road project and added over INR10,000 crores to order book during the year, taking consolidated order book to approximately INR20,000 crores. Subsidiary WMEL reported revenue of INR874 crores (31% growth) with 21% EBITDA margins and targets 25%+ CAGR over next 3 years. FY27 guidance includes 15-20% revenue growth and EBITDA margins of 18% plus, with order inflow target of INR8,000-10,000 crores.
The company demonstrated strong execution with margin expansion in FY26 but guided lower EBITDA margins for FY27 due to supply chain headwinds and geopolitical disruptions. The large order book of INR20,000 crores provides multi-year revenue visibility, though near-term execution challenges and cost pressures from geopolitical factors may impact near-term profitability.