Welspun Corp Ltd
Welspun Corp Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹3,925Cr
- −12% YoY
- Net profit
- ₹699Cr
- +143.6% YoY
- Margin
- 12%
- +5 pp YoY
Guidance rank: #42 of 100 in Industrial Products
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The short version
Revenue guidance for FY2026 is approximately Rs. 17,500 crores, reflecting a 25% growth over FY25 actuals. Welspun Corp projects robust growth in FY26 with revenue guidance of Rs. 17,500 crores, a 25% increase over FY25.
From Welspun Corp Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue guidance for FY2026 is approximately Rs. 17,500 crores, reflecting a 25% growth over FY25 actuals.
- EBITDA guidance for FY2026 is around Rs. 2,200 crores, an 18% increase over FY25.
- Line pipe sales volume for India and US reached about 850,000 tons in the recent year with strong order books: Rs. 19,550 crores providing visibility for over 2 years for US business and 1 year for India operations.
- Ongoing and planned capacity expansions for O-PVC pipes with six new lines expected, aiming for dominance in this segment.
- US market orders expected to sustain demand with potential growth due to import restrictions and LNG export expansion.
- Saudi Arabia market presents further growth with pipeline demand in water and Oil & Gas sectors.
2 more points from Welspun Corp Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Comprehensive CAPEX of Rs. 1,300 crores planned over next 2 years focused largely on O-PVC pipes; Rs. 300 crores spent in FY25, Rs. 1,000 crores to be spent in FY26 and FY27.
- Six O-PVC production lines planned: 2 already operational at Bhopal, 2 more by end of FY25, and 2 by start of FY26; additional expansions in Raipur and South India.
- New coating facility to be set up at Bhopal to enhance pipe coating capabilities.
- Greenfield LSAW pipeline project in the USA approved, targeting US market with capex exceeding Rs. 1,000 crores.
- Total announced CAPEX of Rs. 5,500 crores over next 2 years, staggered and mostly back-end loaded.
- Capacity expansion for high-grade value-added steel and stainless steel pipes ongoing.
2 more points from Welspun Corp Ltd's call on capex
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Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Consolidated order book stands at approximately Rs. 19,550 crores.
- This order book provides clear visibility of:
- More than 2 years of business operations in the US market.
- Almost 1 year of order visibility for India LSAW pipe, DI pipes, and SS pipe operations.
- DI pipes have a confirmed order book of over 350,000 tons, equivalent to about 1 year's orders.
2 more points from Welspun Corp Ltd's call on order book
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Welspun Corp Ltd — Quarterly revenue & net profit
Welspun Corp Ltd Q4 FY25 results — key figures
| ₹ Cr | Q4 FY25 | Q4 FY24 | YoY | Q3 FY25 | QoQ |
|---|---|---|---|---|---|
| Revenue | 3,925 | 4,461 | -12% | 3,614 | +8.6% |
| Operating profit (EBITDA) | 460 | 330 | +39.4% | 434 | +6% |
| Operating margin | 12% | 7% | +5 pp | 12% | 0 pp |
| Profit before tax | 855 | 347 | +146.4% | 749 | +14.2% |
| Net profit (PAT) | 699 | 287 | +143.6% | 672 | +4% |
| EPS (₹) | 26.62 | 10.24 | +160% | 25.72 | +3.5% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹4.6K Cr, net profit ₹495 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Welspun Corp's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Welspun Corp Ltd Q4 FY25 results?
Revenue guidance for FY2026 is approximately Rs. 17,500 crores, reflecting a 25% growth over FY25 actuals. Welspun Corp projects robust growth in FY26 with revenue guidance of Rs. 17,500 crores, a 25% increase over FY25.
What is Welspun Corp Ltd share price analysis?
Welspun Corp Ltd currently shows a neutral. The stock trades at a P/E of 21.4 with a market cap of ₹49,416 Cr. Investors should review the full earnings analysis for detailed insights.
Is Welspun Corp Ltd planning capital expenditure?
Comprehensive CAPEX of Rs. 1,300 crores planned over next 2 years focused largely on O-PVC pipes; Rs. 300 crores spent in FY25, Rs. 1,000 crores to be spent in FY26 and FY27.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.