Investor''s Presentation on the unaudited financial results for the quarter ended June 30, 2025 is attached.
WELSPLSOL · price
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Welspun Specialty Solutions filed its Q1 FY26 investor presentation covering the quarter ended June 30, 2025. Total income grew 26% YoY to INR 2,110 million, but EBITDA fell 17% YoY to INR 140 million due to a planned four-week pipe plant maintenance shutdown. PBT (before a one-time finance expense of INR 58 million on early redemption of preference shares) rose 93% YoY to INR 50 million. SS Bars sales hit an all-time high of around 5,161 MT, while SS Pipes volumes dropped sharply to 848 MT due to the shutdown. The company added 9 new customers, received AS9100D aerospace certification, and is progressing on the new bright bar project scheduled for Q3 FY26 commissioning.
Mixed quarter for shareholders - strong revenue growth but margin pressure from scheduled maintenance may weigh on near-term sentiment. The completed shutdown, new product certifications, and upcoming bright bar capacity addition should support volumes and margins from Q2 FY26 onwards.