Q1 2027 Welspun Corp Ltd Earnings Call Transcript

Jul 27, 2026 / 06:30AM GMT

Release Date Price: ₹1599.65 (+0.17%)

Transcript

Key Points

Positve

Welspun Corp Ltd (BOM:532144) reported its highest ever quarterly EBITDA of INR 756 crores, marking a 35% year-on-year growth.
The company maintains a robust order book of approximately INR 25,750 crores, providing strong growth visibility.
Welspun Corp Ltd's net cash position improved to INR 2,336 crores, indicating strong financial health.
The company is experiencing buoyant demand in the US market, with bookings extending through FY28 and emerging clarity for FY29.
Welspun Corp Ltd's diversified global footprint insulates it from geography-specific headwinds, enhancing earnings resilience.

Negative

Domestic demand in India has been muted, particularly due to slow progress in the Jal Jeevan Mission and industry overcapacity.
The competitive landscape in the Saudi region is intensifying, with other Indian players entering the market.
There are ongoing geopolitical issues that have caused minor disturbances in project timelines in KSA and Little Rock.
The company faces challenges in the domestic market, impacting Sintex due to funding constraints and slow trickle of funds.
Despite strong cash generation, the company has not committed to any new CapEx beyond current projects, potentially limiting future growth opportunities.

Operator

Ladies and gentlemen, good day, and welcome to the Welspun Corp Limited Q1 FY27 earnings conference call, hosted by 360 ONE Capital Market Research. (Operator Instructions) Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Sailesh Raja from 360 ONE Capital Market Research. Thank you, and over to you, sir.

Sailesh Raja

360 One Capital Market Pvt Ltd - Analyst

Yes. Thank you, Manav, and welcome, everyone, to the call. We would like to thank Welspun Corp team for giving 360 ONE Capital the opportunity to host this interaction today. Without taking much time, I would now like to invite Mr. Goutam to introduce the management. Over to you, Goutam.

Goutam Chakraborty

Welspun Corp Ltd - IR Contact Officer

Thank you, Sailesh, and good afternoon, everyone. Welcome to Q1 FY27 earnings call of Welspun Corp Limited. On this forum today, we have Mr. Vipul Mathur, Managing Director and CEO; Mr. Percy Birdy, Chief Financial Officer; Mr.

Yashovardhan Agarwal, Director,

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