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Welspun Living Limited — PPTs, 13-11-2025: Investor Presentation
**1. Business Performance:**
Welspun Group delivered robust FY25 performance with ~₹30,470 Cr revenue and ₹4,039 Cr EBITDA, achieving ~21.8% ROCE and a low Net Debt to EBITDA ratio of 0.3x. Welspun Living (Home Textiles) is strengthening its global presence amidst US tariff challenges. Welspun Corp (Pipes) has a substantial order book of ~₹23,500 Cr. Welspun Enterprises (Infrastructure) demonstrated strong growth, with revenue up 25% CAGR and EBITDA up 24% CAGR.
**2. Growth Drivers or Strategy:**
Welspun Living is expanding its onshore manufacturing in the US (pillows) and targeting growth in EU/UK through FTAs. Welspun Corp is capitalizing on opportunities in US LNG, Permian, and Data Centers, establishing a major presence in Saudi Arabia's Vision 2030 projects, and diversifying its Sintex plastic pipes in India. Welspun Enterprises focuses on high-potential segments like Tunnelling, Water Treatment, and Transport infrastructure. The group emphasizes its "3G" framework: Growth, Green, and Governance.
**3. Recent Developments:**
Welspun Living is investing in new pillow capacity in Nevada. Welspun Corp's new greenfield plants in Saudi Arabia are slated for Q1FY27, alongside the soft launch of Sintex plastic pipes. Welspun Enterprises has enhanced its in-house tunnelling capabilities.
**4. Key Financial Metrics:**
For FY25, the Group reported Revenue of ~₹30,470 Cr and EBITDA of ~₹4,039 Cr. Welspun Living's FY25 revenue reached ₹10,697 Cr. Welspun Enterprises posted FY25 revenue of ₹3,695 Cr and EBITDA of ₹730 Cr.
**5. Management Commentary / Outlook:**
Management aims for sustained profitable growth with ~20% ROCE, mid-teen EBITDA margins, and 15-20% revenue CAGR across the group. Welspun Living targets ₹15,000 Cr revenue and 15-18% ROCE in the medium term. Welspun Corp projects 10-12% revenue CAGR, over 15% EBITDA CAGR, and a Net Cash position, supported by a ₹5,500 Cr capex roadmap. Welspun Enterprises expects 15-16% revenue CAGR and 18-20% EBITDA margins.