Q4 2025 Welspun Corp Ltd Earnings Call Transcript
Key Points
- Welspun Corp Ltd (BOM:532144) reported a strong order book of INR19,550 crore, providing visibility for more than two years in the US and one year in India.
- The company achieved a significant reduction in gross debt by over INR1,000 crore, despite substantial CapEx spending.
- Welspun Corp Ltd (BOM:532144) maintained a healthy net cash position of INR1,050 crore.
- The company announced a dividend of 100% on the face value of the share, reflecting strong financial performance.
- Welspun Corp Ltd (BOM:532144) is expanding its market presence with new facilities in the US and Saudi Arabia, enhancing its global footprint.
- The EBITDA growth guidance for FY 2026 is 18%, which is lower than the 25% revenue growth guidance, indicating potential margin pressures.
- There are concerns about the domestic business performance, particularly in the DI pipes segment, due to cash flow issues and market dynamics.
- The company faces challenges in the Indian market with a slowdown in the release of funds under government schemes, impacting short-term demand.
- Welspun Corp Ltd (BOM:532144) has rolled back its expansion plans in the DRI capacity, indicating a shift in strategic focus.
- The CapEx plan of INR5,500 crore over the next two years is substantial, which could strain financial resources if not managed carefully.
Ladies and gentlemen, good morning and welcome to the Wealthun Corp Limited Q4 F 525 earnings conference call hosted by JM Financial Institutional Securities Limited. (Operator Instructions) Please note that this conference is being recorded.
I would now like to hand the conference over to Mr. Ashuto Somani from JM Financial Institutional Securities Limited for opening remarks. Thank you and over to you.
Thanks, operator, and welcome everyone to the call. I will first thank Wesanoff 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 Wesan Group, to introduce the management. Over to you, Sali.
Thank you, Ashutosh, and good morning to all of you. I welcome all of you to the Q4 F5 25 earnings call of Wepeop. Present along with me today on this forum is Mr. Vipal
| 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... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
