Welspun Enterprises Limited — PPTs, 04-08-2026: Investor Presentation

Welspun Enterprises reported a soft quarter, with Consolidated Revenue from Operations declining 8% YoY to ₹774 Cr and Reported Profit after Tax down 44% YoY to ₹56 Cr. A strong EBITDA margin of 22.9% was maintained, reflecting operational resilience.

The company's strategy focuses on an asset-light model and capital recycling, driving value through strategic divestments like the announced sale of the Aunta-Simaria road asset. Recent developments include the executed Sub-Concession Agreement for the Pune–Shirur Road Project and High Court clearance for the Dharavi–Ghatkopar Tunnel Project.

With an order book exceeding ₹18,700 Cr, the company has strong growth visibility in Water, Transportation, and Tunneling segments. Management anticipates significant opportunities from continued government focus on infrastructure, backed by a healthy balance sheet and clear strategy, aiming for medium-term growth and profitability goals. Net Debt stood at ₹109 Cr.