Welspun Living Ltd (BOM:514162)

Q2 2026 Welspun Living Ltd Earnings Call Transcript

Nov 12, 2025 / 10:30 AM GMT

Release Date Price: ₹139.2 (+3.26%)

Transcript

Key Points

Positve

Welspun Living Ltd (BOM:514162) has maintained strong customer relationships and market share in the US despite a challenging tariff environment.
The company is expanding its portfolio with high-potential categories such as fashion towels and utility bedding, and has commenced operations at the Deckard plant, making it a leading terry towel manufacturer globally.
Welspun Living Ltd (BOM:514162) is deepening its footprint in regions like the UK, Europe, GCC, ANZ, and Japan, driving geographic diversification for long-term growth.
The company's luxury heritage brand, Christy, showed strong growth momentum of over 40% year-on-year, with healthy gross margins exceeding 50%.
Welspun Living Ltd (BOM:514162) is progressing towards its 2030 sustainability goals, with significant achievements in renewable energy use and sustainable cotton sourcing.

Negative

The 50% tariff on Indian exports to the US has disrupted trade flows, impacting near-term volumes and weighing on margins.
Consumer sentiment in the US remains muted, with spending on home categories expected to decline by 20-25% during the holiday season.
The company's consolidated revenue declined by 16.4% year-on-year, reflecting the impact of tariff-led volume pressure and adverse mix.
The flooring segment experienced a 27% year-on-year revenue decline in Q2, with housing activities and projects remaining subdued.
Profit after tax for the quarter was down 93.5%, highlighting significant financial pressure.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

WLSP.NS - Welspun Living Ltd
Q2 2026 Welspun Living Ltd Earnings Call
Nov 12, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Weston Limited Qu FY26 earning conference call hosted by JM Financial Institutional Securities Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. I now hand the conference over to Mr. Airud Nagpal from JM Financial.

Thank you and over to you, sir.

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Unidentified_2 [2]
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