Welspun Living Limited — PPTs, 15-05-2026: Investor Presentation

Here's a concise, retail-friendly summary for Welspun Living Limited:

**1. Business Performance:**

Welspun Living saw Q4 FY26 total income rise 7.7% QoQ to ₹2,451.2 Cr, though down 7.4% YoY. Full-year FY26 income was ₹9,467.9 Cr, down 11.5% YoY. Q4 PAT bounced back to ₹103.7 Cr (4.2% margin), while FY26 PAT stood at ₹204.4 Cr. Q4 EBITDA margin strengthened to 10.8%. Domestic business surged 29.2% YoY in Q4. Net debt slashed 52% to ₹775.4 Cr, thanks to robust FY26 free cash flow of ₹955.7 Cr.

**2. Growth Drivers or Strategy:**

Strategy focuses on diversifying globally (50%+ non-US revenue), boosting branded businesses, and reinforcing leadership in home textiles. Aims include 15%+ EBITDA margins and strong ESG commitment (Net Zero by 2040, 100% sustainable cotton).

**3. Recent Developments & Management Commentary / Outlook:**

Management cites Q4's improved momentum from cost controls and ops discipline. India's growing role in global trade (FTAs) is seen as a multi-year growth catalyst. Domestic consumer business hit Q4 EBITDA breakeven. Outlook: recovery focus, aiming for ₹15,000 Cr revenue, 15%+ EBITDA, and net debt/equity below ₹1,000 Cr medium-term.