Investor Presentation on the unaudited financial results for the quarter and half year ended September 30, 2025 is attached.
WELSPLSOL · price
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Awaiting price reaction for this filing.
Welspun Specialty Solutions reported a strong Q2 FY26 with total income rising 40% year-on-year to INR 242.7 crore and EBITDA jumping 117% YoY to INR 18.1 crore, driven by pipes volume hitting an all-time high of 1,692 MT. The company swung back to profitability with a Profit After Tax of INR 9.6 crore versus a loss of INR 6.4 crore in Q2 FY25. For H1 FY26, revenue grew 33% to INR 453.7 crore and EBITDA was up 28% at INR 32.1 crore. CARE upgraded its credit rating for long-term facilities to AA- (from A+) and short-term to A1+ (from A1). The company is commissioning a new bright bar project in Q3 FY26, added 21 new customers in H1 FY26, and raised its renewable electricity share to about 50% from 31% in FY25.
The combination of volume growth, margin expansion, credit rating upgrade, and capacity addition is positive for shareholders, suggesting improving profitability and stronger financial standing, though the order book shrank sequentially to INR 27.1 crore which may be worth watching.