Welspun Enterprises Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Welspun Enterprises Q1 FY26 analysis: Revenue down 9% to ₹845 Cr, impacted by early monsoon & project phasing. BUT EBITDA jumped 8% to ₹208 Cr, pushing margins to 23.8%! This reflects strong operational efficiency & better project mix. Welspun Michigan Engineers Ltd (WMEL) revenue up 45%. Solid consolidated order book at ₹13,665 Cr. Big road projects completed, new water/tunneling ones ramping up. Management confident on ₹4,000-4,100 Cr FY26 revenue & targeting ₹10,000-11,000 Cr fresh orders this year. Strong cash position (₹1,068 Cr consolidated) to fuel future growth in high-return infra.