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WELSPUNLIV - Welspun Living

📊 NSE: WELSPUNLIV 🏢 Textiles - Products 📅 Last Updated: 12/14/2025 15:16

📢 Recent Corporate Announcements

Welspun Living to Participate in Arihant Capital Virtual Investor Conference on March 10, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 05 Mar 2026, 05:29 PM

Welspun Living Limited has announced its participation in the Arihant Capital – Bharat Connect Conference: Rising Stars scheduled for March 10, 2026. The meeting will be held virtually in a group format with various analysts and institutional investors. This is a routine regulatory disclosure in compliance with SEBI Listing Obligations. The company has explicitly stated that no Unpublished Price Sensitive Information (UPSI) will be shared during this interaction.

Investor meeting scheduled for Tuesday, March 10, 2026
Participation in the Arihant Capital – Bharat Connect Conference: Rising Stars
The interaction will be a virtual group meeting format
Company confirms no Unpublished Price Sensitive Information (UPSI) will be disclosed

💡 Investors should monitor for any investor presentations or transcripts released after the conference for updates on business strategy. No immediate trading action is required based on this routine scheduling update.

Welspun Living Appoints Manjinder Singh as SVP – Projects & Commercial

🟢 POSITIVE ⭐ 6/10

MANAGEMENT 📅 20 Feb 2026, 06:33 PM

Welspun Living has appointed Mr. Manjinder Singh as Senior Vice President – Projects & Commercial, effective February 20, 2026. Mr. Singh brings 24 years of extensive experience in managing large-scale capital projects and strategic procurement from firms like Vardhman Textiles and LG Electronics. He will report directly to the MD & CEO, focusing on greenfield and brownfield project execution. His expertise in multi-billion-rupee CAPEX management is expected to drive the company's growth initiatives and commercial efficiency.

Appointment of Mr. Manjinder Singh as Senior Vice President – Projects & Commercial effective Feb 20, 2026
Mr. Singh brings 24 years of experience in capital projects and strategic procurement
Expertise includes managing multi-billion-rupee CAPEX and greenfield/brownfield project execution
Previous leadership experience at Vardhman Textiles, Welspun India, and LG Electronics

💡 Investors should view this as a positive step towards strengthening project execution and cost-effective procurement. Monitor the progress of upcoming CAPEX projects under the new leadership.

Welspun Living Releases Q3 FY26 Earnings Conference Call Transcript

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 17 Feb 2026, 12:39 PM

Welspun Living Limited has officially released the transcript of its Q3 FY26 conference call held with analysts and institutional investors. The document provides a detailed record of the management's discussion regarding the company's performance for the quarter ended December 31, 2025. This disclosure is part of the company's regular investor relations activities to ensure transparency. Investors can access the full transcript via the company's website or the provided direct link to review management's outlook and operational updates.

Official transcript of the Q3 FY26 earnings conference call is now available for public review.
The document captures the full Q&A session between company management and institutional investors.
Provides qualitative context to the financial results previously reported for the third quarter of fiscal year 2026.

💡 Investors should review the transcript to gain deeper insights into management's commentary on demand trends and margin outlook. This document is essential for understanding the specific drivers behind the Q3 financial performance.

Welspun Living Releases Q3 FY26 Earnings Conference Call Recording

🟡 NEUTRAL ⭐ 3/10

EARNINGS 📅 12 Feb 2026, 11:19 PM

Welspun Living Limited has officially released the audio recording of its Q3 FY 2025-26 earnings conference call. The recording provides management's detailed commentary on the company's financial performance and strategic outlook for the quarter ending December 31, 2025. This disclosure is part of the company's regulatory requirement to ensure transparency for all stakeholders. Investors can access the full discussion via the company's website or the provided direct link to evaluate management's perspective on the textile industry's current landscape.

Audio recording for the Q3 FY 2025-26 analyst call is now publicly available.
The call follows the announcement of financial results for the third quarter of the 2026 fiscal year.
Recording can be accessed via the company's investor relations portal or a direct MP3 link.
Filing complies with SEBI Listing Obligations and Disclosure Requirements (LODR) for timely information sharing.

💡 Investors should listen to the recording to gain insights into management's guidance on export demand and raw material price trends. No immediate portfolio changes are necessary based on this procedural update.

Welspun Living Q3 FY26: Revenue Falls 9.9%, PAT Slumps to ₹2 Mn Amid Global Headwinds

🔴 NEGATIVE ⭐ 8/10

EARNINGS 📅 12 Feb 2026, 02:09 PM

Welspun Living reported a weak Q3 FY26 with total income declining 9.9% YoY to ₹22,766 mn, primarily due to US tariff headwinds and cautious global ordering. Profitability was severely impacted as PAT plummeted 99.9% to just ₹2 mn, while EBITDA margins contracted by 493 bps to 7.7%. Despite the overall slump, the domestic consumer business showed resilience with 4.7% growth, and net debt was reduced significantly to ₹13,321 mn. Management remains optimistic about long-term benefits from new trade agreements with the US and EU.

Total Income declined 9.9% YoY to ₹22,766 mn in Q3 FY26.
Net Profit (PAT) crashed 99.9% YoY to ₹2 mn from ₹1,208 mn in the previous year.
EBITDA margin contracted significantly to 7.7% compared to 12.6% in Q3 FY25.
Net Debt improved to ₹13,321 mn, down from ₹16,584 mn in December 2024.
Domestic consumer business grew 4.7% YoY, providing some stability amidst export declines.

💡 Investors should exercise caution as the company faces severe margin pressure and global demand uncertainty. Monitor the actual realization of benefits from new trade agreements and recovery in US ordering before considering fresh positions.

Welspun Living Q3 FY26 PAT Plummets 99.9% YoY to ₹0.2 Cr; Revenue Down 9.9%

🔴 NEGATIVE ⭐ 8/10

EARNINGS 📅 12 Feb 2026, 02:01 PM

Welspun Living reported a weak set of numbers for Q3 FY26, with consolidated net profit crashing 99.9% YoY to just ₹0.2 crore. Total income declined by 9.9% YoY to ₹2,277 crore, primarily driven by a 20.3% drop in the flooring segment and a 4.7% dip in home textiles. EBITDA margins contracted significantly by 493 basis points YoY to 7.7%, although there was a slight sequential improvement from Q2. On a positive note, the company successfully reduced its net debt by ₹326 crore YoY to ₹1,332 crore.

Consolidated PAT fell to ₹0.2 crore from ₹121 crore in the same quarter last year, a 99.9% decline.
Total Income decreased 9.9% YoY to ₹2,277 crore, with the flooring business seeing a 20.3% revenue decline.
EBITDA margins shrunk to 7.7% from 12.6% YoY, reflecting significant operational pressure.
Net Debt improved to ₹1,332 crore, a reduction of ₹326 crore compared to December 2024.
The Board approved the redemption of 13.89 lakh preference shares at ₹1,000 each by subsidiary Welspun Global Brands.

💡 Investors should exercise caution as the sharp decline in profitability and margins indicates significant operational headwinds despite debt reduction. Monitor management commentary regarding the recovery of the flooring segment and the potential impact of upcoming FTAs.

Welspun Living Q3 FY26 PAT Plummets 99.9% YoY to ₹0.2 Cr; EBITDA Margins Shrink to 7.7%

🔴 NEGATIVE ⭐ 8/10

EARNINGS 📅 12 Feb 2026, 01:59 PM

Welspun Living reported a weak set of numbers for Q3 FY26, with consolidated revenue declining 9.9% YoY to ₹2,277 crore. Profitability was severely impacted as PAT crashed 99.9% YoY to just ₹0.2 crore, while EBITDA margins contracted significantly by 493 bps to 7.7%. The flooring business saw a sharp 20.3% revenue drop, and the core home textile segment also faced headwinds with a 4.7% decline. On a positive note, the company successfully reduced its net debt by ₹326 crore YoY to ₹1,332 crore.

Consolidated Revenue fell 9.9% YoY to ₹2,277 crore in Q3 FY26
EBITDA margins contracted sharply to 7.7% from 12.6% in the previous year
Net Profit (PAT) witnessed a near-total wipeout, falling 99.9% YoY to ₹0.2 crore
Net Debt improved significantly, reducing to ₹1,332 crore from ₹1,658 crore YoY
Flooring segment revenue declined 20.3% YoY with EBITDA margins hitting a low of 1.7%

💡 Investors should remain cautious due to the severe margin compression and near-zero profitability. Monitor management's commentary on recovery timelines and the impact of global trade agreements before making new entries.

Welspun Living to Host 3QFY26 Earnings Conference Call on February 12, 2026

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 04 Feb 2026, 06:36 PM

Welspun Living Limited has scheduled its 3QFY26 earnings conference call for February 12, 2026, at 4:30 PM IST. The call will feature top management, including MD & CEO Ms. Dipali Goenka and CFO Mr. Manish Bansal, to discuss the company's quarterly performance. This routine disclosure allows analysts and investors to interact with the leadership regarding financial results and future outlook. The event is coordinated by JM Financial Institutional Securities.

3QFY26 earnings conference call scheduled for February 12, 2026, at 04:30 PM IST.
Participation from MD & CEO Ms. Dipali Goenka and CFO Mr. Manish Bansal.
Hosted by JM Financial Institutional Securities with universal and international dial-in numbers.
Diamond Pass link provided for pre-registration and priority access.

💡 Investors should attend the call to gain insights into the company's revenue growth and margin performance in the home textile segment. Monitor management's outlook on global demand and logistical challenges.

Welspun Living Announces Resignation of Amit Bhandari, President – Projects & Business Excellence

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 15 Jan 2026, 03:39 PM

Welspun Living Limited has informed the exchanges that Mr. Amit Bhandari, President – Projects and Business Excellence, has resigned from the company. His resignation is effective from the close of business hours on January 15, 2026. The departure is attributed to Mr. Bhandari seeking growth opportunities outside the organization. The company has made this disclosure in compliance with Regulation 30 of the SEBI Listing Regulations.

Mr. Amit Bhandari has resigned from his role as President – Projects and Business Excellence.
The resignation became effective as of the close of business on January 15, 2026.
The reason cited for the departure is pursuing growth opportunities outside the company.
The disclosure was filed under Regulation 30 of SEBI (LODR) Regulations, 2015.

💡 Investors should monitor the company's announcement regarding a successor to ensure continuity in business excellence and project management. This is a routine senior management change and does not necessitate immediate portfolio adjustments.

Welspun Living Submits Quarterly SEBI Compliance Certificate for Dematerialization

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 06 Jan 2026, 03:00 PM

Welspun Living Limited has filed its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018, for the period ended December 31, 2025. The certificate, issued by MUFG Intime India Private Limited, confirms that all share certificates received for dematerialization were processed and listed on the stock exchanges. It further validates that physical certificates were mutilated and cancelled after verification within the prescribed timelines. This is a standard administrative filing to ensure the integrity of the company's share registry.

Compliance certificate issued for the quarter ended December 31, 2025.
Registrar MUFG Intime India confirmed all dematerialization requests were handled within mandated timelines.
Securities comprised in the certificates are listed on BSE and NSE where earlier securities were listed.
Physical security certificates were mutilated and cancelled after due verification by the depository participant.

💡 No action is required from investors as this is a routine regulatory filing confirming standard operational compliance.

Welspun Living Announces Trading Window Closure from Dec 31 for Q3 FY26 Results

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 26 Dec 2025, 04:34 PM

Welspun Living Limited has announced the closure of its trading window starting December 31, 2025, in compliance with SEBI insider trading regulations. This closure is a precursor to the upcoming board meeting where the unaudited financial results for the quarter ending December 31, 2025, will be considered. The window will remain closed for all designated persons and their immediate relatives. It is scheduled to reopen 48 hours after the financial results are officially declared to the exchanges.

Trading window closure effective from December 31, 2025.
Closure pertains to the approval of Unaudited Financial Results for the quarter ended December 31, 2025.
Restriction applies to designated persons and their immediate relatives as per SEBI regulations.
Window will reopen 48 hours after the board meeting results are made public.
Announcement is a standard regulatory compliance under SEBI (Prohibition of Insider Trading) Regulations, 2015.

💡 This is a routine regulatory announcement and requires no immediate action. Investors should monitor for the upcoming board meeting date to assess the company's Q3 financial performance.

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💰 Financial Performance

Revenue Growth by Segment

In Q2 FY26, total revenue was INR 2,456 Cr, a decline of 16.4% YoY. The Textile segment revenue stood at INR 2,322 Cr, down 14.4% YoY, while the Flooring segment saw a sharper decline of 27.4% YoY to INR 181 Cr.

Geographic Revenue Split

The company has a heavy export focus with USA & Canada contributing 61% of revenue, UK & EU at 18%, India at 13%, and the Rest of the World (ROW) at 8%.

Profitability Margins

For H1 FY26, the consolidated Net Profit Margin was 7.03% and the Operating Margin was 8.15%. However, Q2 FY26 saw margin pressure with EBITDA margin dropping to 6.8% compared to higher historical levels.

EBITDA Margin

Consolidated EBITDA for Q2 FY26 was INR 168 Cr at a 6.8% margin. The Flooring segment EBITDA margin specifically plummeted from 8.8% to 2.1% YoY, a 674 bps drop, due to lower volumes and high base effects.

Capital Expenditure

While specific future INR Cr figures for total CapEx are not detailed, the company is investing in renewable power projects expected to be operational by H1 FY27 to reduce operational costs.

Credit Rating & Borrowing

The company maintains a strong credit profile with CARE AA; Stable for long-term facilities and CARE A1+ for short-term facilities and Commercial Paper (INR 300 Cr).

⚙️ Operational Drivers

Raw Materials

Key raw materials include cotton and yarn (primary for textiles) and polymers/chemicals for flooring, though specific cost percentages per material are not disclosed.

Import Sources

Sourcing is primarily from India (Gujarat and Telangana regions) for textile operations, with global supply chains supporting international facilities in Ohio, USA.

Capacity Expansion

The company operates major facilities in Anjar and Vapi (Gujarat), Hyderabad, and Ohio. It is expanding its renewable energy capacity to save 100-150 bps in power costs by FY27.

Raw Material Costs

Raw material price volatility is cited as a key risk. The company is driving efficiency and cost discipline to mitigate the 16.4% revenue decline in Q2 FY26.

Manufacturing Efficiency

The company is focusing on 'Resilient | Repurposed | Future Ready' strategies to maintain efficiency despite a high base in the previous year.

Logistics & Distribution

Distribution is global, reaching top retailers; however, logistics costs as a specific % of revenue are not disclosed.

📈 Strategic Growth

Expected Growth Rate

15-20%

Growth Strategy

Growth will be driven by a medium-term aspiration to reach INR 15,000 Cr revenue. Strategies include scaling up brands, regional expansion, and category expansion in Flooring and Advanced Textiles. The company aims for 15-16% EBITDA margins and 15-18% ROCE through disciplined capital allocation.

Products & Services

Home textile products (towels, bedsheets, rugs), flooring solutions (tiles, carpets), and advanced textiles.

Brand Portfolio

Welspun, Sintex (Group brand), and Christy.

New Products/Services

Expansion into Flooring and Advanced Textiles is expected to be a major growth driver, aiming to improve overall business risk profiles.

Market Expansion

Targeting growth in the domestic Indian market (currently 13% of revenue) and expanding the global footprint beyond the current 60+ countries.

Market Share & Ranking

Largest exporter of home textile products from India; Top 4 globally in ESG (DJSI ranking).

Strategic Alliances

Strategic partnerships with top global retailers (Fortune 100 companies) and a 100% independent audit committee for governance.

🌍 External Factors

Industry Trends

The industry is shifting from volume-based to value-based growth. Welspun is positioning itself through sustainability (DJSI Top 4) and innovation (47 patents) to capture this shift.

Competitive Landscape

Competes with other global textile hubs (China, Pakistan, Vietnam) and domestic Indian players in the home textile and flooring segments.

Competitive Moat

Moat is built on 'Branding, Innovation, and Sustainability.' This is sustained by deep relationships with global retailers and a vertically integrated manufacturing setup that provides cost leadership.