Q1 2026 Welspun Living Ltd Earnings Call Transcript
Key Points
- Welspun Living Ltd (BOM:514162) is actively pursuing geographic diversification, with revenue share from markets outside the US increasing to 40%.
- The company is strengthening its pillow manufacturing capacity in the US, with a new plant in Nevada expected to contribute additional revenues of over USD60 million at full capacity.
- Emerging businesses, including domestic consumer, global brands, advanced textiles, and flooring, contribute 30% to overall revenues, with branded businesses accounting for 18% of total revenues.
- Domestic consumer business grew by about 10% year-on-year, reflecting improving consumer sentiment and healthy private consumption.
- The company is committed to sustainability, with ongoing efforts towards 100% renewable energy and sustainable cotton by 2030, including new solar plants commissioned this quarter.
- Consolidated revenue declined by 11.6% year-on-year to INR2,289 crores, primarily due to softness in the export business and tariff uncertainties.
- EBITDA margin decreased to 11.1%, down by 409 basis points year-on-year, driven by operating leverage from lower volumes.
- Core home textile export revenue declined by 11.8% year-on-year to INR1,885 crores, with ongoing uncertainty around trade policy affecting consumer spending.
- Profit after tax fell by 52.8% year-on-year to INR88 crores, with consolidated EPS down by 52.3% year-on-year.
- The advanced textile business saw a revenue decline of 11.6% year-on-year, impacted by a broader slowdown in US customer offtake and tariff-related headwinds.
Ladies and gentlemen, good day and welcome to Welspun Living Limited Q1 FY26 earnings conference call hosted by JM Financial Institutional Securities Limited. (Operator Instructions)
Please note that this call is being recorded. With this, I now hand the conference over to Mr. Ashutosh Somani. Thank you and over to you, sir.
Thanks, operator, and welcome, everyone, to the call. I will first thank Wellspun Limited 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.
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 Q1 FY 2026 earnings call.
Along with me we have with us today, Ms. Dipali Goenka, Managing Director and CEO of
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