Welspun Living Limited — PPTs, 12-11-2024: Investor Presentation

Welspun Living Limited has scheduled a meeting with analysts and institutional investors to discuss the company's latest investor presentation, which is also available on their website. This presentation showcases recent developments and strategic initiatives essential for understanding the company's trajectory.

**Financial Highlights:** For FY24, Welspun anticipates revenues of ₹9,825 Cr, targeting ₹15,000 Cr by FY27, reflecting a CAGR of 8%. The company aims for an EBITDA margin of 15.4% for FY24, with a goal of reaching 20% by FY27. Return on Capital Employed (ROCE) is projected to improve to 21% by FY27.

**Strategic Initiatives and Growth Drivers:** Welspun is focusing on enhancing market leadership while scaling up advanced textile offerings and expanding its product portfolio. The company also targets to grow its direct-to-consumer presence significantly, aiming for 50,000 retail points by FY27.

**Business Developments:** Welspun established a fully automated pillow facility in Ohio and opened a new advanced materials facility in Telangana. The company has also improved its DJSI score, placing it among the top 3% of global textile companies.

**Market Position and Competitive Advantage:** Welspun holds the number one position in towel supply in the US, commanding a significant market share across home textile categories worldwide. Its strong ESG practices position it favorably in an increasingly conscientious consumer landscape.

**Investor Implications:** The company’s strategic focus on innovation and expansion into high-growth markets suggests a promising outlook for investors, with substantial potential for revenue growth and profit margins.