Welspun Corp Ltd
Welspun Corp Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Revenue guidance for FY2026 is approximately Rs. Welspun Corp projects robust growth in FY26 with revenue guidance of Rs.
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 management made on revenue & sales performance
Profitability & Margins
See what Welspun Corp Ltd said on profitability & margins — free account, 30 seconds.
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 management made on capital expenditure plans
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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
See what Welspun Corp Ltd said on fundraising & capital structure — free account, 30 seconds.
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 management made on order book & pipeline
Welspun Corp Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹4.3K Cr, net profit ₹371 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Welspun Corp Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Welspun Corp Ltd Q4 FY25 results?
Revenue guidance for FY2026 is approximately Rs. Welspun Corp projects robust growth in FY26 with revenue guidance of Rs.
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.
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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.