Q4 2026 Welspun Enterprises Limited Earnings Call Transcript
Key Points
- Welspun Enterprises Ltd (BOM:532553) received a letter of award for the Pune Shirur Elevated Road project, marking a significant milestone in their road infrastructure segment.
- The company added over INR10,000 crores to its order book during the year, aligning with its FY26 guidance.
- Consolidated revenue grew by 14% year-on-year to INR1,199 crores in Q4, with EBITDA growing by 31% year-on-year to INR272 crores.
- Welspun Michigan Engineers Limited reported a robust 31% revenue growth over the previous year, maintaining a stable 21% EBITDA margin.
- The company was certified as a Great Place to Work for the second time, reflecting strong organizational culture and governance framework.
- Prolonged geopolitical disturbances and global supply chain disruptions could pose near-term cost and execution challenges.
- Revenue from the transportation segment declined by 17% year-on-year due to project completion and delays in new project awards.
- The company anticipates a potential drop in transportation division revenue in FY27 due to the gap between project awards and execution start.
- Despite a strong cash position, there are concerns about a lopsided balance sheet with constant fundraises and low debt levels.
- The company faces challenges in maintaining its EBITDA margin guidance of 18% plus, given supply chain disruptions and geopolitical issues.
Ladies and gentlemen, good day, and welcome to the Welspun Enterprises Limited Q4 FY26 earnings conference call hosted by 360 One Capital Markets Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Sailesh Raja from 360 One Capital Markets Private Limited. Thank you, and over to you, sir.
Good afternoon, everyone, and thank you for joining Welspun Enterprises Limited Q4 and FY26 earnings conference Call. I would now like to invite Mr. Hardik from Welspun to introduce the management team members who have joined us on this call, following which we will begin the Q&A session. Yes.
Over to you, Mr. Hardik.
Good afternoon, everyone. This is Hardik Dhebar here. I'm President, Finance at Welspun Enterprise and CFO, Welspun Michigan Engineers Limited. First of all, thank
| 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
