Welspun Living Q2: weak results, new CFO and management reshuffle

Management Changes View source PDF Explain this filing

WELSPUNLIV · price

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Price reactionminutes from the announcement price · days from the prior close

+2.4%Reaction day

₹134.90

prior close

₹139.05

announcement price

In-mkt

timing

Nifty Smallcap 250market · index membership as recorded later (tracked since Jun 2026)+0.7%+1.7% vs market

Other Textile Products peers, median of 179sector+0.1%+2.4% vs sector

On the reaction day the stock moved 1.7 pts more than Nifty Smallcap 250 and 2.4 pts more than its Other Textile Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.2

10m

+0.1

15m

+0.4

30m

-1.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+2.4+0.7+1.7+0.1+2.4

Next day

+1.4+0.3+1.1-0.2+1.6

+2.7+0.5+2.2-1.0+3.8

+2.4+1.2+1.2-0.7+3.1

+4.2+0.2+4.0-0.7+4.9

+1.2-0.3+1.5-0.9+2.2

+1.5-1.6+3.1-2.1+3.6

15d

+3.7-2.2+5.9-4.8+8.5

+1.8-3.5+5.3-5.6+7.4

-9.3-5.3-4.0-11.1+1.8

+5.2-4.4+9.6-8.2+13.4

UpDownMarket · Nifty Smallcap 250Sector · Other Textile Products peers, median of 179Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Welspun Living's Q2 FY26 total income fell 16.4% YoY to Rs 2,456 cr, with EBITDA down 60% to Rs 168 cr (6.8% margin) and PAT after minorities crashing 93.5% to Rs 13 cr, hit by US tariff headwinds. The board appointed Manish Bansal as new President and CFO (effective Jan 1, 2026) along with new heads for manufacturing, company secretarial and domestic retail. Saumil Mehta, President of Domestic Home Textiles, will exit by Dec 31, 2025.

Likely market impact

Weak Q2 print from US tariff pain, but net debt lower YoY by Rs 262 cr and senior team being strengthened. Mixed near-term signal.