Company profile / WELENT

Welspun Enterprises earnings calls.

Other · 4 quarters tracked · source-linked performance, management guidance and promise context.

Research layer active
WatchCredibility 0/100Latest record q1-fy27

Latest revenue

₹774 Cr

verified financial record

Quarters tracked

4

source records in the directory

Delivery assessment

0

Across 9 tracked commitments: 0 delivered, 9 missed.

Call date

Pending

latest available source date

Signal trajectory

3 actual quarters
EBITDA (₹ Cr)PositiveWatchNegative
3 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q1 FY26: 28 · Watch source sentimentQ1 FY26Q3 FY26: 573 · Watch source sentiment · 2026-01-XXQ3 FY26Q4 FY26: 272 · Positive source sentimentQ4 FY2657328
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

0/100

Across 9 tracked commitments: 0 delivered, 9 missed.

Latest source read

What changed this quarter?

Open quarter read

Welspun Enterprises reported a revenue decline of 9% YoY to ₹2,480 crore for 9M FY26, impacted by delayed project awards (Pune-Shirur L1 for 4+ months), extended monsoon, and statutory clearance delays on the Dharavi-Ghatkopar tunnel. EBITDA grew 10% to ₹573 crore with margin expanding 380bps to 23.1%, demonstrating operational resilience despite lower topline. The exceptional ₹49 crore write-off (35% share of AEL's KGON block write-off) dragged reported PAT to ₹230 crore; excluding this, PAT was ₹279 crore (+12% YoY). FY26 revenue guidance was lowered to ₹3,600–3,700 crore, requiring a sharp Q4 recovery to ~₹1,200 crore. The order book stands at ~₹15,000 crore (ex-Pune L1), and management guided ~20% revenue growth for FY27 as pipeline visibility improves. Asset monetization of Antarsimaria (expected Q1–Q2 FY27) would de-gear ~₹800 crore debt. Key risk: execution ramp-up in Q4 remains ambitious given unresolved local disturbances on DGT.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Watch

Revenue

₹774 Cr

Source date

Pending

Across the record

Quarter history.

4 source records

History modules

Follow the numbers and themes.