Welspun Enterprises Limited has informed the Exchange about Transcript
WELENT · price
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Welspun Enterprises reported FY25 consolidated revenue of INR3,584 crores, up 25% YoY, beating its 15-20% guidance. EBITDA grew 18% to INR730 crores (above INR700 crores guidance), while PAT rose 11% to INR354 crores. Consolidated order book stood at INR14,300 crores, with water contributing ~INR10,700 crores. Subsidiary WMEL (tunneling) posted 62% revenue growth to INR668 crores with 21% EBITDA margins. The company remains net cash positive at standalone (INR1,061 crores) with consolidated net debt of just INR145 crores. Management guided 15-20% revenue growth and 20%+ EBITDA growth for FY26, with 90% of revenue already secured. ROCE is expected to rise above 15%, aided by planned road asset monetization (Aunta-Simaria and balance 51% of MCP to Actis).
Shareholders can expect strong execution-led growth in FY26 with improving margins and asset monetization providing additional ROCE upside. The asset-light water pivot and healthy order visibility are positive, though UP JJM receivables (~INR200 crores) remain a minor watchpoint.