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Welspun Enterprises Limited Q2 FY26 results deck summary

NSE: WELENT · BSE: 532553

Results deck of 11 Nov 2025, summarised by AI from the filing.

Q2 FY26 consolidated EBITDA ₹192 cr (28% YoY) and PAT ₹98 cr (59% YoY) on revenue of ₹784 cr, with order book at ~₹15,600 cr.

Key takeaways

  1. Q2 result Consolidated revenue from operations ₹784 cr (Q2 FY25: ₹815 cr, -4%); EBITDA ₹192 cr (Q2 FY25: ₹150 cr, 28%); PAT ₹98 cr (Q2 FY25: ₹62 cr, 59%).
  2. Order book Consolidated order book ~₹15,600 cr as on September 30, 2025, including ~₹5,393 cr for O&M and asset replacement.
  3. Net debt Consolidated net debt rose to ₹688 cr as on 30 September 2025 from ₹145 cr as on 31 March 2025.
  4. Panjrapur order LOA received on Nov 6, 2025 for the 910 MLD Panjrapur Water Treatment Plant, total consideration including GST ~₹3,145 cr.

Original filing on BSE

Welspun Enterprises Limited Q1 FY27 results

As filed: Revenue ₹774 cr (−8% year on year), EBITDA ₹151 cr (−17% year on year), PAT ₹56.4 cr (−44% year on year), EBITDA margin 19.5% (−209 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,199 cr (+17% year on year), EBITDA ₹239 cr (+55% year on year), PAT ₹163 cr (+55% year on year), EBITDA margin 20.0% (+486 bps). Score 85 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 486 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Profit rose ₹57.8 cr on a year ago, more than the ₹27.0 cr it added the year before. Share price after the results: +6.5% in 29 days (Nifty 500: −0.1%).
  • Q3 FY26: Revenue ₹787 cr (−9% year on year), EBITDA ₹154 cr (+19% year on year), PAT ₹30.7 cr (−7% year on year), EBITDA margin 19.6% (+471 bps). Score 21 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit before exceptional items growth were below it. EBITDA margin rose 471 bps year on year. Other income 32% of PBT. Tax rate 45%. Profit fell 13% from last quarter. Share price after the results: −3.9% in 30 days (Nifty 500: −4.5%).
  • Q2 FY26: Revenue ₹784 cr (−1% year on year), EBITDA ₹173 cr (+71% year on year), PAT ₹98.0 cr (+58% year on year), EBITDA margin 22.1% (+927 bps). Score 66 of 100, Above trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 927 bps year on year. Revenue fell 7% from last quarter. Share price after the results: −7.6% in 30 days (Nifty 500: −0.2%).
  • Q1 FY26: Revenue ₹845 cr (−7% year on year), EBITDA ₹182 cr (+30% year on year), PAT ₹101 cr (−8% year on year), EBITDA margin 21.5% (+610 bps). Score 44 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 610 bps year on year. Revenue fell 17% from last quarter. Share price after the results: +5.8% in 30 days (Nifty 500: +0.7%).
  • Q4 FY25: Revenue ₹1,021 cr (+24% year on year), EBITDA ₹154 cr (+40% year on year), PAT ₹105 cr (+35% year on year), EBITDA margin 15.1% (+168 bps). Score 63 of 100, In line with trend. Revenue, EBITDA and profit growth were above the company's own trend. EBITDA margin rose 168 bps year on year. Other income 36% of PBT. Share price after the results: +4.5% in 29 days (Nifty 500: +1.8%).
  • Q3 FY25: Revenue ₹867 cr (+23% year on year), EBITDA ₹129 cr (+2% year on year), PAT ₹77.0 cr (−4% year on year), EBITDA margin 14.9% (−294 bps). Score 36 of 100, Below trend. Revenue growth was above the company's own trend; EBITDA growth was well below it; profit growth was in line with it. EBITDA margin fell 294 bps year on year. Other income 44% of PBT.
  • Q2 FY25: Revenue ₹789 cr (+22% year on year), EBITDA ₹101 cr (+22% year on year), PAT ₹62.0 cr (−10% year on year), EBITDA margin 12.8% (−5 bps). Score 42 of 100, In line with trend. EBITDA margin was flat year on year. Other income 48% of PBT. Consolidated profit -10% but standalone +20%. Not enough history for a trend yet: scored on growth alone. Revenue fell 13% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Welspun Enterprises Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.