Arthneeti
Latest: Welspun Living Ltd Q2 FY27 (Jul–Sep 2026) results →This page is Q1 FY26 (Apr–Jun 2025).All Q1 FY26 results →
WL

Welspun Living Ltd

Q1 FY26Textiles & Apparels

Welspun Living Q1 FY26 earnings call: Revenue & Margins

Q1 FY26 earnings call: what management said on revenue, margins and capex.

Price₹189
Market cap₹15.4K Cr
P/E70.8
Updated23 Aug 2026
Read4 min read

The short version

Towels and sheets demand dipped but expected to ramp up next quarter and beyond, with growth in America and other countries. Earnings impacted by near-term tariff uncertainties, especially affecting US volumes and revenues.

From Welspun Living Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Towels and sheets demand dipped but expected to ramp up next quarter and beyond, with growth in America and other countries.
  • Jacquard and fashion towels anticipated to see seasonal ramp-up.
  • Branded portfolio grew single-digit this quarter; new brand programs like Creative CO/Lab and Christy showing growth.
  • Domestic flooring business growing strongly (26% YoY) with good residential and hospitality demand; inching towards breakeven.
  • Emerging markets (UK, Europe, Japan, ANZ, GCC) present growing opportunities, diversifying from US dependence.
  • Capacity expansions (e.g., pillow facility in Nevada) expected to ramp up utilization to full capacity in 1-2 years.

2 more points from Welspun Living Ltd's call on revenue

Create a free account to keep reading this call

Profitability & Margins

See what Welspun Living Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • During Q1 FY '26, Welspun Living incurred a capex of INR 83 crores out of the earlier guided INR 200 crores for various capital expenditures.
  • The Board approved an additional capex of US$13 million (about INR 112 crores) to set up a Pillow and TOB facility in Nevada, USA.
  • This new Nevada facility will have an annual capacity of 10.8 million pillows in two-shift operations.
  • The Nevada plant is expected to start operations by Q4 FY '26 and contribute over US$60 million in pillow revenues at full capacity.
  • There's no new flooring facility investment currently planned.

2 more points from Welspun Living Ltd's call on capex

Create a free account to keep reading this call

Top-ranked in Textiles & Apparels

Ranked on what management guided this quarter

Guidance-ranked
1Virat Industries
Rev 1Mar 1
2Purple United
Rev 1Mar 3
3
Rev 2Mar 1
4
Rev 2Mar 1
5
Rev 2Mar 2
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Welspun Living Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Relevant insights include: - The company is experiencing near-term volatility due to tariff uncertainties, impacting order patterns and retailer sentiments (Page 7). - Promotions and some orders were postponed due to tariff overhangs, especially in the US market (Page 13). - Despite short-term challenges, Welspun expects demand to ramp up in next quarters, particularly for towels, sheets, and pillows (Page 13). - Engagements are ongoing with customers and stakeholders to navigate tariff impacts and uncertainties (Page 14).

2 more points from Welspun Living Ltd's call on order book

Create a free account to keep reading this call

Welspun Living Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹2.8K Cr, net profit ₹170 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Continue your research

What Welspun Living Ltd's management said in earlier quarters

Others in Textiles & Apparels this season

  • Lux Industries (Q1 FY26)

    268.3 crores, up 22% YoY (Q1 FY’25: Rs. Key concall takeaways from Lux Industries Ltd's Q1 FY26 earnings call — and how it ranks against sector peers.

  • K P R Mill Ltd (Q1 FY26)

    Revenue from operations for Q1FY26: ₹1,766.27 Cr (Page 7) . Key concall takeaways from K P R Mill Ltd's Q1 FY26 earnings call — and how it ranks against sector…

  • Trident (Q1 FY26)

    Total Income for Q1FY26 (Standalone) was INR 17,199 million, a 1.70% decrease YoY from Q1FY25's INR 17,496 million (Page 25, 20). Key concall takeaways from…

  • Sangam India (Q1 FY26)

    803 crore, up 15% YoY from Rs. Key concall takeaways from Sangam (India) Ltd's Q1 FY26 earnings call — and how it ranks against sector peers.

Compare:vs Page Industriesvs K P R Mill Ltdvs Vardhman Textiles Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

Welspun Living Ltd and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were Welspun Living Ltd Q1 FY26 results?

Towels and sheets demand dipped but expected to ramp up next quarter and beyond, with growth in America and other countries. Earnings impacted by near-term tariff uncertainties, especially affecting US volumes and revenues.

What is Welspun Living Ltd share price analysis?

Welspun Living Ltd currently shows a neutral. The stock trades at a P/E of 70.8 with a market cap of ₹15,421 Cr. Investors should review the full earnings analysis for detailed insights.

Is Welspun Living Ltd planning capital expenditure?

During Q1 FY '26, Welspun Living incurred a capex of INR 83 crores out of the earlier guided INR 200 crores for various capital expenditures.

Keep Welspun Living Ltd on your radar — track it to get its next earnings analysis in your feed.

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.