Welspun Corp Limited (532144) Earnings Call Transcripts

Welspun Corp Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Welspun Corp Limited reported revenue of INR 17,000 crores and a PAT of INR 1,613 crores, reflecting a 42% year-on-year increase. The company surpassed its EBITDA guidance, achieving INR 2,371 crores versus the initial target of INR 2,200 crores. Management raised guidance for FY '27 to INR 20,000 crores in revenue and INR 2,850 crores in EBITDA, indicating strong confidence in future growth driven by robust demand in the U.S. and Middle East markets.

Reported metrics

Guidance from management

Management has raised FY '27 guidance to INR 20,000 crores in revenue and INR 2,850 crores in EBITDA, reflecting strong confidence in market conditions and order visibility.

What management said

We are all seeing that what -- we are seeing that the way the prices are going ahead. Everyone is fully aware of that, Chetan. And I mean, there is a cost escalation which has happened. There's no doubt about it. And I mean -- and this will -- most of our orders, which are primarily export, it is not impacting too much. But on the domestic orders, we are negotiating the contracts accordingly, factoring with the new d...

We have given a sort of a consolidated order book. See today, see, we are a global company breaking it up into pieces and this and that. I think so may not be -- we can discuss offline. But if you see the consolidated book stands at around almost INR 25,000 crores and with almost 2/3, 1/3 breakup here between America and India. And rest details, I think I'm sure that we can share with you offline.

What analysts pressed on

Analysts expressed concerns regarding the muted growth in India and the potential impact of increasing competition in the Middle East. There were also inquiries about the quality of the order book and the implications of supply chain disruptions on future profitability.

Main topics on the call

• Revenue and Earnings Performance — Welspun Corp achieved revenue of INR 17,000 crores for FY '26, with a PAT of INR 1,613 crores, marking a 42% increase year-on-year. Management noted, "we have been able to maintain our revenue guidance of almost INR 17,0...
• Strong Order Book — The company reported an order book of over INR 25,000 crores ($2.5 billion), with a significant portion coming from the U.S. and Middle East. CEO Vipul Mathur stated, "we are more than confident that this order book will...
• Geographic Growth Drivers — Management highlighted strong growth drivers in the U.S. due to LNG exports and AI data centers, stating, "this value chain is so strong at this point in time... we are seeing a massive requirement for pipelines for the ...
• Future Guidance — Welspun raised its guidance for FY '27 to INR 20,000 crores in revenue and INR 2,850 crores in EBITDA, representing a 20% year-on-year growth. Mathur expressed confidence, stating, "we are very confident that we would be...

Read the full Welspun Corp Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Welspun Corp Limited earnings call transcripts on record, spanning February 4, 2020 to July 27, 2026. Based on this history, Welspun Corp Limited reports quarterly. The most recent call on file is dated July 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

532144

Exchange

BSE

Country

IN

Sector

Materials

Industry

Metals and Mining

Calls on record

23

First call

February 4, 2020

Most recent

July 27, 2026

Reporting cadence

quarterly