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

**Welspun World Investor Day:**

**Business Performance:** Welspun World reported FY25 revenue of ₹28,657 Cr and EBITDA of ₹4,039 Cr, achieving a robust 21.8% ROCE. Performance was strong across diversified segments like Home Textiles, Pipes, and major infrastructure projects, driven by contributions from India, USA, and KSA.

**Growth Drivers & Strategy:** The group targets 15-20% revenue CAGR and maintaining ~20% ROCEs. Key strategies include expanding US manufacturing (e.g., pillows), capitalizing on energy and data center demand, and pursuing significant water, tunneling, and transport infrastructure opportunities with an asset-light model.

**Recent Developments:** Notable updates include scaling US production capacity, new KSA pipe plants expected Q1FY27, completing India's first multi-storied water treatment plant, and securing a major BOT highway project.

**Key Financial Metrics:** FY25 Group revenue was ₹28,657 Cr, EBITDA ₹4,039 Cr. Welspun Enterprises achieved ~25% revenue CAGR over five years. Welspun Corp's order book stands robust at ~₹23,500 Cr.

**Management Commentary / Outlook:** Management forecasts sustained high ROCEs (~20%) and mid-teen EBITDA margins group-wide. Businesses anticipate 10-16% revenue CAGRs. A strong focus on sustainability (e.g., Welspun Living #1 ESG in textiles) and significant order book additions are key future drivers.