| EBITDA Margin: guided vs achieved | 22.90% achieved Guided 18.00%, 27.2% above the top of the range; confirmed by management |
|---|---|
| Management target | Revenue 17.5% FY27 |
| Revenue growth | Revenue soft at ₹774 Cr due to local execution challenges. |
|---|---|
| Margins | Strong at 22.9%, beating the 18% guidance sustainably. |
| Order book | Healthy order book of ₹18,700 Cr provides multi-year revenue visibility. |
| Demand visibility | Strong visibility from government infrastructure spend in water and roads. |
| Management confidence | Balanced; admitting near-term hurdles while confident in robust order book. |
Growth
Revenue fell to ₹774 Cr due to Mumbai construction stoppages and supply chain issues; EBITDA margin stayed resilient at 22.9%.
Outlook
Order book stands at ₹18,700 Cr; management targets 15-20% annual growth with major execution pickup in H2 FY27.
Risks
Logistical delays in Mumbai, geopolitical supply chain volatility, and potential H2 execution bottlenecks in key water projects.
Last quarter's promises, checked
Delivered
- Revenue Guidance FY26 ₹3,600 Cr → delivered ₹3,615 Cr (= BEAT)
- EBITDA Margin Guidance 18-20% → delivered 23% (= BEAT)
- Order Book Addition Guidance >₹10,000 Cr → delivered >₹10,000 Cr (= BEAT)
Partly delivered
- Aunta-Simaria Monetization H1 FY27 → in advanced stages (= PARTIAL)
Missed
- Revenue Growth Guidance 25% → delivered -2% YoY (= MISS)
- Water Segment Growth → delivered -3% YoY (= MISS)
- Transportation Segment Growth → delivered -17% YoY (= MISS)
Earnings Call Transcript filed with NSE, NSE: WELENT. Summary written with AI assistance from the document.
Welspun Enterprises Ltd: key numbers
- Share price
- ₹718.30
- Market cap
- ₹9,942 Cr
- Revenue (annual)
- ₹3,615 Cr
- Net profit (annual)
- ₹349.9 Cr
- P/E (TTM)
- 32.5×Sector 31.7×
- Promoter holding
- 56.13%+0.00% QoQ
- FII holding
- 3.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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