Welspun Enterprises Limited — PPTs, 14-05-2026: Investor Presentation

Welspun Enterprises showed strong Q4 FY26 performance: revenue up 14% YoY to ₹1,199 Cr, and PAT soaring 54% to ₹163 Cr. For the full year FY26, revenue was ₹3,615 Cr, a minor dip, but PAT grew 11% to ₹393 Cr, with EBITDA climbing 16% to ₹845 Cr, highlighting operational efficiency. Key subsidiary WMEL also grew FY26 revenue 31% to ₹874 Cr.

The company's strategy centers on asset-light growth by bidding for selective projects, ensuring efficient execution, and focusing on monetizing assets. Strategic expansion targets water, transport, and tunneling infrastructure.

Recent developments include the completion and inauguration of the Aunta-Simaria Ganga Bridge. A new Letter of Award was secured for the Pune Shirur Road Project (DBFOT). Ongoing major projects include the Dharavi multi-storeyed Wastewater Treatment Facility and other large-scale water and tunnel projects in Mumbai and Maharashtra.

With a robust order book of ~₹19,739 Cr, management sees strong growth visibility. The company expects monetization from its oil & gas blocks by FY29, further solidifying its value creation approach.