Welspun Living Ltd (BOM:514162)

Q3 2026 Welspun Living Ltd Earnings Call Transcript

Feb 12, 2026 / 11:00 AM GMT

Release Date Price: ₹142.7 (+1.86%)

Transcript

Key Points

Positve

Welspun Living Ltd (BOM:514162) has benefited from recent landmark trade agreements, including the India-US trade agreement and the India-EU FTA, which significantly expand market access and improve tariff competitiveness.
The company's EBITDA margin improved sequentially to 7.7%, driven by sustained cost actions despite elevated tariff pressures.
Welspun Living Ltd (BOM:514162) is expanding its presence in higher value categories such as utility bedding and fashion pillows, supported by strong innovation capabilities.
The company's luxury heritage brand, Christie, sustained strong momentum with 31% year-on-year revenue growth, driven by continued UK strength and ongoing Middle East market entry.
The domestic flooring business grew by 14% year-on-year, driven by hub and institutional demand, indicating strong performance in the domestic market.

Negative

Consolidated revenue declined by 9.9% year-on-year, reflecting continued pressure on volume amid a challenging external environment.
Core home textile exports declined by 8.9% year-on-year due to tariff-related disruptions and muted discretionary demand in the US, the company's largest market.
Global flooring business declined by 29.2% year-on-year amid tariff headwinds, indicating significant challenges in this segment.
The company's advanced textiles segment faced pressure due to tariff impacts, making it uncompetitive in key markets like the US and Europe.
Despite improvements, the overall confidence in the US market remains 20% lower than last year's levels, affecting demand visibility.

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

WLSP.NS - Welspun Living Ltd
Q3 2026 Welspun Living Ltd Earnings Call
Feb 12, 2026 / 11:00AM 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 Wellspun Living Q3 526 earnings conference call, hosted by JM Financial, as a reminder, all participant lines will be in the listen-only mode.

And there will be an opportunity questions after the presentation concludes.

Should you need assistance during the conference call?

An operator, by pressingar and then 0 on your touchdown phone.

Please note that this conference is being recorded.

I now have the conference over to Mr. Ashuto Somani Financial.

Thank you, and over to you, sir.

Thanks, operator and welcome everyone to the call.

I will first thank We Living for giving GM Financial the op opportunity

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