WELSPUNLIVNSEWelspun Living LimitedMediumNeutral
Announced Fri, 15 May · 14:17 IST

Welspun Living Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

WELSPUNLIV · price

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Price reaction · full curve 14 horizons · vs prior close
+3.4%1-day move
₹134.25
prior close
₹137.61
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AI summary

Welspun Living reported Q4 FY26 total income of Rs 24,512 million (up 7.7% sequentially) with EBITDA margin recovering to 10.8% from 7.7% in Q3. However, full year FY26 saw revenue decline of 11.5% to Rs 94,679 million, with EBITDA margin compressing to 9.1% from 13.6% in FY25. PAT for FY26 was Rs 2,044 million (2.2% margin) versus Rs 6,392 million (6.0%) in FY25. The balance sheet strengthened significantly with net debt reduced by 52% to Rs 7,754 million, and free cash flow jumped to Rs 9,557 million from Rs 1,121 million. Management set medium-term targets of Rs 150,000 crore revenue and 15%+ EBITDA margins. Domestic business grew 29.2% YoY in Q4, and branded business now accounts for ~19% of revenue.

Likely market impact

While FY26 saw significant margin compression due to external headwinds, Q4 shows clear recovery momentum with improving margins and strong cash generation. The 52% debt reduction and multi-year targets signal management confidence, though achieving 15%+ margins from current 9.1% will require sustained execution.