Welspun Enterprises Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Welspun Enterprises reported Q1 FY27 consolidated revenue of Rs 774 crore with EBITDA margin of 22.9%, which management attributed to a softer quarter due to supply chain disruptions, a Mumbai construction stoppage, and election-related labor migration. The company signed an agreement to divest its stake in the Aunta-Simaria HAM project at an enterprise value of approximately Rs 1,000 crore, expected to close in Q2 FY27. Management also reported that the Dharavi-Ghatkopar Tunnel project received all requisite approvals and the Pune-Shirur sub-concession agreement was executed during the quarter.
Welspun Enterprises reported consolidated Q4 FY26 revenue of INR1,199 crores, up 14% year-on-year, with EBITDA growing 31% to INR272 crores. For FY26, consolidated revenue was INR3,615 crores against a guidance of INR3,600 crores, with EBITDA margin at 23%, exceeding the guided range of 18% to 20%. Management also announced the Letter of Award for the Pune Shirur Elevated Road project worth approximately INR7,300 crores, taking the consolidated order book to approximately INR20,000 crores.