| Revenue growth | Q2 +32% YoY; H1 +11% YoY |
|---|---|
| Margins | Q2 EBITDA margin 39.5% vs 23.9%; H1 32.4% |
| Order book | ₹18,708 Cr: Water 54%, Transport 30%, Tunnel 11% |
| Demand visibility | Order book ₹18,708 Cr; strong growth visibility |
| Management confidence | High; CRISIL upgraded to AA, Stable |
Growth
Q2 revenue +32% YoY, EBITDA +122%; H1 revenue +11%, EBITDA +53%, PAT +77%. Standalone Q2 revenue +53%.
Outlook
No numeric guidance; reiterated medium-term growth and profitability targets. Order book ₹18,708 Cr. AWEL gas production expected FY29.
Risks
WMEL (subsidiary) Q2 revenue -18% YoY, EBITDA -30%, margin down 272 bps. Gross debt ₹1,882 Cr; net debt ₹450 Cr versus ₹43 Cr at March 2026.
Last quarter's promises, checked
Delivered
- EBITDA margin 18%+ → H1 32.4% (= BEAT)
- Growth recovery from H2 → Q2 revenue +32% YoY (= BEAT)
Partly delivered
- FDP approval in 4–6 wks; production ~2 yrs after → DGH approved ONGC facility use (toll); FDP approval not stated; production FY29 (= PARTIAL)
Missed
- Growth 15–20% annualised → H1 revenue +11% YoY (= MISS)
- ~₹800 Cr debt cut on Aunta-Simaria exit, Q2 FY27 close → completion not reported; net debt ₹450 Cr vs ₹43 Cr Mar-26 (= MISS)
- ₹8,000–10,000 Cr FY27 order adds → order book flat at ₹18,708 Cr; inflow undisclosed (= MISS)
Investor Presentation filed with BSE, NSE: WELENT. Summary written with AI assistance from the document.
Welspun Enterprises Ltd: key numbers
- Share price
- ₹722.05
- Market cap
- ₹9,994 Cr
- Revenue (annual)
- ₹3,615 Cr
- Net profit (annual)
- ₹349.9 Cr
- P/E (TTM)
- 32.7×Sector 33.1×
- Promoter holding
- 56.13%+0.00% QoQ
- FII holding
- 7.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Welspun Enterprises Ltd
All →Welspun Enterprises Other Announcement
Welspun Enterprises filed its quarterly Regulation 32 statement confirming no deviation in use of its convertible warrant proceeds. The filing is a routine proceeds-utilisation statement with no new capital event.
Welspun Enterprises Merger & Restructuring Worth ₹339.4 Cr
Welspun Enterprises completed the final tranche sale of its 51% stake in associate NXT Infra MCP to NXT-Infra Trust for about ₹339.38 Crore. NXT Infra MCP ceases to be an associate of the company.
- Value
- ₹339.4 Cr
Welspun Enterprises Management Change
Welspun Enterprises' board accepted the resignations of its CHRO and Company Secretary and appointed Ravi Singh as CHRO and Priya Pakhare as Company Secretary. These are senior management and KMP changes with no financial impact.
Welspun Enterprises Q2 FY27 Results: Net Profit ₹295.6 Cr, Up 201.3% YoY
Welspun Enterprises Ltd reported revenue from operations of ₹1,035 Cr (+32.0% YoY) and net profit of ₹295.6 Cr (+201.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹295.6 Cr · +201.3% YoY
Welspun Enterprises Board Meeting Date
Welspun Enterprises intimated a board meeting on 05-11-2026 to consider unaudited standalone and consolidated half-year results for September 2026. Trading window is closed from 01-10-2026 to 07-11-2026.
Welspun Enterprises Other Announcement
Welspun Enterprises Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Regulation 31(1)(b).