WELENTNSEWelspun Enterprises LimitedMediumNeutral
Announced Thu, 14 May · 20:29 IST

Welspun Enterprises Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

WELENT · price

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Price reaction · full curve 14 horizons · vs prior close
-5.5%1-day move
₹516.50
prior close
₹528.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.2-3.2-3.0-2.8-5.5-5.0-5.5-4.1-2.2-1.2+2.7+8.8+21.4
Up moveDown movePending
AI summary

Welspun Enterprises reported Q4 FY26 consolidated revenue of Rs 1,199 Cr (up 14% YoY) with EBITDA of Rs 272 Cr (margin 22%) and PAT of Rs 163 Cr (margin 13.2%). For full year FY26, revenue was Rs 3,615 Cr with EBITDA of Rs 845 Cr (up 16% YoY, margin 22.8%) and PAT of Rs 393 Cr (up 11% YoY). The company achieved EBITDA CAGR of 29.4% over FY23-FY26. The consolidated order book stands at Rs 19,739 Cr with Water (54%), Transport (30%), and Tunnel (12%) as key segments. Balance sheet is strong with net cash position of Rs 43 Cr and net worth of Rs 3,261 Cr. Subsidiary Welspun Michigan Engineers reported Rs 874 Cr revenue (up 31% YoY) with 22% EBITDA margin.

Likely market impact

Strong margin expansion (350 bps improvement in EBITDA margin to 22.8%) and robust order book provide earnings visibility. Net cash position and improving debt metrics support shareholder returns. The large water infrastructure order book (~Rs 10,700 Cr in water segment alone) positions well for future revenue growth.