Welspun Enterprises Limited — PPTs, 03-02-2025: Investor Presentation

**Financial Highlights:**

Welspun Enterprises reported a notable increase in revenue for Q3 FY25, reaching ₹867 Cr, a 23% year-on-year (YoY) surge. For the nine months ending December 31, total income climbed 24% YoY to ₹2,717 Cr, bolstered by a strong performance in the water segment. However, EBITDA fell to ₹180 Cr, reflecting a 4% decline and an EBITDA margin decrease to 19.6%. Profit After Tax (PAT) dropped by 4% YoY to ₹77 Cr.

**Strategic Initiatives and Growth Drivers:**

The company is well positioned to capitalize on emerging opportunities in India's water, transportation, and tunneling sectors, with a recent focus on asset-light models and execution excellence. The consolidated order book stands at approximately ₹14,500 Cr, demonstrating robust growth visibility.

**Business Developments:**

Welspun has continued to enhance its capabilities through strategic partnerships and operational excellence, as evidenced by sustainable practices and innovative project designs, particularly in the water treatment sector. The firm is leveraging its advanced technologies for both treatment and distribution solutions.

**Market Position and Competitive Advantage:**

With a strong track record in complex project execution, Welspun has established a competitive edge in infrastructure development, particularly in water and transportation projects. The company benefits from a motivated leadership team and a diverse skill set.

**Investor Implications:**

Investors should watch closely the consistent order flow and the company’s expansion into technology-driven solutions, as they signal strong potential for future growth. The focus on profitability and sustainable practices suggests a positive outlook for maximizing returns while facilitating infrastructure development in India.