Welspun Corp Limited — PPTs, 24-07-2026: Investor Presentation

Welspun Corp reported a strong Q1FY27, with **Revenue from Operations** up 15% YoY to ₹4,081 Cr. **EBITDA** soared 35% to ₹756 Cr, marking a new quarterly high. **PAT** jumped 199% to ₹1,046 Cr, primarily due to a ₹548 Cr one-time gain from a partial stake sale in EPIC (KSA). Excluding this, PAT still grew 42% to ₹499 Cr. EPS stood at ₹39.7.

The company maintains a **healthy balance sheet**, boasting a net cash position of ₹2,336 Cr and an impressive ROCE of over 23%. Strategic capacity expansions in USA and KSA are on schedule for FY27, reinforcing global leadership in line pipes. A robust **global order book** of ₹24,750 Cr ensures strong medium-to-long-term revenue visibility.

**Management** is confident in its growth trajectory, driven by strong demand in Line Pipes (e.g., USA LNG/AI data centers, KSA infrastructure) and DI Pipes (KSA Vision 2030). **FY27 guidance** projects Revenue of ₹20,000 Cr and EBITDA of ₹2,850 Cr, underpinned by prudent financial management.