Welspun Enterprises Limited — PPTs, 13-11-2025: Investor Presentation

Welspun Enterprises (WEL) delivered strong financial performance with FY25 revenue growing ~29% to ₹ 3,695 Cr and EBITDA increasing ~86% over FY23-25 to ₹ 730 Cr, achieving a 19% margin. The current order book stands at ~ ₹ 15,600 Cr.

Key growth drivers include a strategic focus on Water, Tunnelling, and Transport infrastructure, emphasizing an asset-light model, prudent capital allocation, and strengthening O&M capabilities. Recent developments include securing the Panjrapur Water Treatment Plant project worth ₹ 3,145 Cr and emerging L1 for the Pune-Shirur Elevated Highway Corridor project valued at ~ ₹ 7,300 Cr. WEL is also raising ₹ 1,000 Cr via a Preferential Issue.

Looking ahead, management aims to add ~ ₹ 65,000- ₹ 70,000 Cr to its order book in the medium term, with FY26 revenue guided at ₹ 4,000 Cr and EBITDA margins maintained at 16-18%. The company sees a substantial ~ ₹ 18 Lakh Cr opportunity across its infrastructure verticals.