Welspun Living Ltd (BOM:514162)

Q4 2026 Welspun Living Ltd Earnings Call Transcript

May 15, 2026 / 11:00 AM GMT

Release Date Price: ₹140.9 (+5.03%)

Transcript

Key Points

Positve

Welspun Living Ltd (BOM:514162) reported a 7.7% sequential revenue growth in Q4 FY26, indicating a positive trend.
The company achieved a significant improvement in EBITDA margin, reaching 10.8% in Q4, up 313 basis points from the previous quarter.
Net debt was reduced by 52% year-on-year to INR 775 crores, showcasing strong financial management.
The company's branded business showed strong growth, with Welspun and Spaces brands growing 44% and 19% year-on-year, respectively.
Welspun Living Ltd (BOM:514162) commenced commercial production at a new Nevada Greenfield Pillow facility, enhancing its manufacturing capabilities in the U.S.

Negative

FY26 consolidated revenues declined by 11.5% year-on-year, reflecting challenges in the operating environment.
The home textile business was impacted by cautious retail buying and tariff uncertainty, leading to an 11.2% revenue decline.
Advanced textiles business saw a 20% year-on-year revenue decline due to volume pressure and slower export offtake.
Global soaring business experienced a 25.1% year-on-year revenue decline, affected by logistics disruptions and tariff headwinds.
The company faces ongoing challenges with rising raw material costs, including a 10% increase in cotton prices and a 40% increase in crude prices.

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

WLSP.NS - Welspun Living Ltd
Q4 2026 Welspun Living Ltd Earnings Call
May 15, 2026 / 11:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the Wellspun Living 4Q FY26 Post Result Earnings Conference Call hosted by 361 Capital Markets.

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 this conference, please signal an operator by pressing star then zero on your touch tone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Aradhna Jain from 361 Capital.

Thank you, and over to you, ma'am.

--------------------------------------------------------------------------------
Unidentified_2

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.