Investors Presentation is attached.
WELSPLSOL · price
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Welspun Specialty Solutions released its Q4 & FY26 investor presentation covering strong operational performance. Total sales volume grew ~37% YoY, driven by a 45% surge in Bars volume and 10% in Pipes volume. Revenue rose 21% to Rs 9,042 Mn, while Operating EBITDA jumped 52% to Rs 469 Mn and Cash PAT surged 3.2x to Rs 391 Mn versus FY25. The company added 43 new customers and its new bright bar project is under stabilization. Key accreditations include AS9100D for aerospace, Norsok M650 certification, and an IBR accreditation. A notable development is a NPCIL development order for Nickel Alloy 800H steam generator tubes for nuclear application. Renewable electricity usage increased to over 70% in Q4FY26.
The company delivered robust volume growth and a multi-fold jump in profitability, indicating strong operating leverage. The new bright bar project and NPCIL nuclear order signal expanding high-value product exposure, which could support re-rating.