Welspun Living Ltd (BOM:514162)

Q4 2025 Welspun Living Ltd Earnings Call Transcript

May 29, 2025 / 11:00AM GMT

Release Date Price: ₹146.85 (-0.51%)

Transcript

Key Points

Positve

Welspun Living Ltd (BOM:514162) surpassed the INR10,000 crores revenue mark, achieving a consolidated revenue of INR10,693 crores, an 8.8% year-on-year growth.
Emerging businesses contribute approximately 30% to the total revenue, showcasing a strong diversified portfolio.
The company achieved a significant milestone in sustainability, securing a total ESG score of 83 in the 2024 S&P Global Corporate Sustainability Assessment, ranking fourth globally in its category.
Welspun Living's domestic retail business grew over 5% in FY25, reaching INR605 crores, with strong growth momentum in the e-commerce segment, which grew 100% in FY25.
The company is expanding its product portfolio for domestic markets through acquisitions, such as acquiring 84.3% equity in a home furnishings company, expected to reach a revenue of INR100-plus crores in three years.

Negative

The EBITDA margin for Q4 stood at 12%, down 20% year-on-year, primarily due to lower offtake than expected.
Profit after tax for the quarter decreased to INR132 crores from INR146 crores year-on-year, with a full-year PAT of INR639 crores, down from INR681 crores.
The flooring business recorded a revenue of INR727 crores, declining by 7% in FY25, facing challenges due to US tariffs and other uncertainties.
The company experienced margin compression in Q4 due to cautious order patterns from customers ahead of tariff implementation.
Welspun Living Ltd (BOM:514162) is unable to provide firm guidance for the current financial year due to prevailing global headwinds and uncertainties.

Operator

Ladies and gentlemen, good day, and welcome to the Welspun Living Limited Q4 FY25 earnings conference call hosted by JM Financial Institutional Securities Limited. (Operator Instructions) Please note that this conference is being recorded.

I would now like to hand the call over to Mr. Ashutosh Somani from JM Financial Institutional Securities Limited for opening remarks. Thank you, and over to you.

Ashutosh Somani

JM Financial Institutional Securities Limited - Analyst

Thanks, operator, and welcome, everyone, to the call. I will first thank Welspun Living for giving JM Financial the opportunity to host today's call. Without much ado, I'll hand over the call to Mr. Salil Bawa, Head, Investor Relations, Welspun Group, to introduce the management. Over to you, Salil.

Salil Bawa

Welspun Living Ltd - President - Group Investor Relations

Thank you, Ashutosh, and good evening to all of you. On behalf of Welspun Living Limited, I welcome all of you to the company's Q4 and FY25 earnings call.

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