Investor Presentation on the unaudited financial results for the quarter and nine months ended December 31, 2025 is attached.
WELSPLSOL · price
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Welspun Specialty Solutions reported Q3 FY26 revenue of INR 2,289 million, up 15% year-on-year, with EBITDA growing 52% YoY to INR 198 million driven by better operating leverage. For 9M FY26, revenue rose 26% to INR 6,826 million and EBITDA jumped 36% to INR 518 million. The company swung to a profit with PBT of INR 95 million in Q3 FY26 versus a loss of INR 36 million a year ago. Stainless steel bars sales volume rose 51% over 9M FY25 while pipes sales volume rose 18%, with 30 new customers added during the period. The new bright bar project is nearing completion and IBR accreditation for alloy steel bars and tubes was achieved in Q3 FY26. Renewable electricity share improved sharply from 31% in FY25 to about 53% in 9M FY26.
Strong margin expansion and a return to profitability are positive for shareholders, though the order book value has declined from INR 7,201 million to INR 5,116 million YoY, which may temper near-term growth optimism.