Please find attached herewith Investor earnings presentation.
WELSPUNLIV · price
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Welspun Living reported Q4 FY26 total income of ₹24,512 million (up 7.7% QoQ) with EBITDA margin recovering to 10.8% from 7.7% in Q3. However, full-year FY26 performance showed significant pressure with revenue declining 11.5% YoY to ₹94,679 million and EBITDA margin compressing to 9.1% from 13.6% in FY25. Net debt was sharply reduced by 52% to ₹7,754 million, while free cash flow surged to ₹9,557 million from just ₹1,121 million in FY25. Management set medium-term targets of ₹15,000 crores revenue and 15%+ EBITDA margins, positioning the company for recovery as India benefits from favorable trade agreements and tariff advantages.
The sharp FY26 margin compression and revenue decline reflect challenging global trade conditions, but sequential Q4 improvement and aggressive debt reduction signal operational recovery. Management's medium-term margin guidance to 15%+ provides a positive roadmap for shareholders if execution holds.