Welspun Living Limited — PPTs, 12-02-2026: Investor Presentation

Welspun Living (WLL) faced a challenging Q3 FY26, with total revenue down 9.9% YoY to ₹ 2,276.6 Cr. EBITDA dropped 45.2% to ₹ 174.7 Cr, resulting in a 7.7% margin, while profit after tax (PAT) was almost flat at ₹ 0.2 Cr. Despite this, the domestic business showed resilience, growing 4.7% YoY, driven by a 14% increase in domestic flooring. However, Home Textile Exports and Advanced Textiles declined. For the first nine months of FY26, revenue was ₹ 7,016.7 Cr and PAT was ₹ 100.7 Cr.

Management noted that US tariff headwinds and cautious customer ordering impacted Q3 demand. Looking ahead, WLL is focused on disciplined execution, including cost control and cash generation, alongside its core strategy of Branding, Innovation, and Sustainability. New trade agreements with the US, UK, and EU are expected to enhance India's tariff competitiveness, positioning WLL favorably for the next market upcycle.

In key developments, Welspun Living achieved the global No. 1 ranking in S&P Global’s ESG Assessment for its industry and committed to Net Zero by 2040. The company also successfully reduced its net debt to ₹ 1,332.1 Cr from ₹ 1,658.4 Cr last year.