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

Welspun Living, a global home solutions leader, posted solid FY25 revenue of Rs 10,697 Cr, reflecting a robust 9% CAGR over five years. The company delivered a 13.6% EBITDA margin and Rs 6.7 EPS, alongside significant shareholder returns of ~Rs 1,200 Cr.

Strategically, Welspun is doubling down on US market leadership while expanding globally into UK/EU, APAC, and GCC. They're ramping up emerging Advanced Textiles and Flooring businesses, plus aiming for a Rs 1,000 Cr India branded business. Innovation, ESG, and tech are core to driving margin growth.

Recent moves include key investments in US pillow manufacturing facilities (~Rs 108 Cr & ~Rs 104 Cr) and bringing a new Jacquard facility online in July 2025, boosting production capabilities.

Management is laser-focused on long-term value creation, targeting higher RoE and brand success. The outlook highlights high-potential category expansion and global diversification, powered by ongoing efforts in cost efficiency, ESG, technology, and innovation.