Investor Presentation Welspun World is attached.
WELSPLSOL · price
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Welspun Specialty Solutions Ltd (WSSL) submitted an investor presentation used at the Welspun World Investor Day held on November 13, 2025, covering the entire group (Welspun Corp, Welspun Living, Welspun Enterprises, WSSL and Sintex). At the group level, FY25 revenue stood at ~₹30,000 Crores and EBITDA at ₹4,000+ Crores, with ROCEs around 20% across companies and a cumulative ~₹3,200 Crores returned to shareholders via dividends and buybacks. Welspun Corp highlighted an order book of ~₹23,500 Crores with H1 FY26 ROCE of 23.5%, guided to 10-12% revenue CAGR, >15% EBITDA CAGR and ROCE of 22-23%. Welspun Enterprises shared a medium-term order pipeline of ₹65,000-70,000 Crores with revenue CAGR target of 15-16% and RoCE of 18-20%. For WSSL specifically, FY25 EBITDA fell to ₹56.2 Crores from ₹77.3 Crores in FY24, though the company swung to a net cash position of ~₹76 Crores; growth focus is on power, defence, space and nuclear sectors under the Make-in-India push. Management acknowledged US tariff headwinds for Welspun Living's home textiles exports and showcased India's FTA pipeline and Sintex expansion as offsetting opportunities.
For WSSL shareholders, the investor day signals a continued turnaround story but no near-term margin uplift, with FY25 EBITDA still below FY24 levels and profitability flagged to improve over the next 3-4 quarters in Sintex. The wider group's robust order book and capital allocation discipline could be supportive, but for the listed WSSL stock, direct positive triggers appear limited in this filing beyond the broader group narrative.