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Welspun Corp (532144) investor relations material
Welspun Corp Investor Day 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 Presentation summary13 Nov, 2025
Strategic direction and financial guidance
Focus on core businesses with high-quality returns, targeting ROCE of ~20% and revenue CAGR of 15-20% across companies, while maintaining mid-teen EBITDA margins and strong credit ratings.
Capital allocation remains disciplined, with exits from non-core segments and a commitment to shareholder returns, including cumulative returns of ~₹3,200 crores over recent years.
Emphasis on sustainable growth, innovation, and R&D, with a shift from volume-based to value-based growth to enhance margins and customer loyalty.
ESG leadership is a priority, with top global and national rankings, and long-term goals of carbon and water neutrality by 2040.
Business segment performance and future plans
Welspun Living targets medium-term revenue of ~₹15,000 crores, EBITDA margins of 15-16%, and ROCE of 15-18%, with expansion in brands and categories.
Welspun Corp projects revenue CAGR of 10-12% and EBITDA CAGR above 15%, with a capex plan of ₹5,500 crores and net cash positive position.
Sintex is expanding its product range and distribution, aiming for revenue above ₹2,000 crores and industry-level EBITDA margins in the mid-teens.
Welspun Enterprises maintains a strong order book CAGR of 20-25%, revenue CAGR of 15-16%, and EBITDA margins of 18-20%, with a focus on water, transport, and tunneling infrastructure.
Growth drivers and market opportunities
Core business moats are being deepened, with exponential growth targeted in new businesses at 15-20% CAGR, supported by large-scale capex in the US and KSA.
US and KSA operations are positioned for robust pipeline demand, driven by LNG exports, data centers, and infrastructure projects aligned with Vision 2030.
India remains a key market for pipe exports, hydrogen infrastructure, and water management, with Sintex leveraging its iconic brand for TAM expansion.
Strategic FTAs and global expansion are expected to unlock significant growth in home textiles and other export-oriented businesses.
Mitigate US tariff impact on Welspun Living?
Welspun Corp's new capex growth drivers?
Reconcile WEL's asset-light with order book growth?
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Next Welspun Corp earnings date
Q3 25/265 Feb, 2026
Next Welspun Corp earnings date
Q3 25/265 Feb, 2026
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