WELCORP Welspun Q3 FY26 results (Oct–Dec 2025) and concall
Welspun Corp delivered a record-breaking performance in Q3 FY26, characterized by its highest-ever quarterly EBITDA and a massive ₹23,600 crore order book. The company is successfully transitioning into a localized global player, with major expansions in the U.S. and Saudi Arabia insulating it from trade tariffs. Management expressed high confidence in exceeding annual guidance, driven by a resurgence in U.S. gas demand for AI data centers and significant infrastructure tailwinds in India and Saudi Arabia.
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What they filed
Q3 FY26: revenue down 2.9%, net profit up 3.2% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|
| Revenue | 2,033 | 2,449 | 2,281 | 1,828 | 1,822 −10% | 2,378 −3% |
| EBITDA | 191 | 268 | 244 | 236 | 188 −2% | 265 −1% |
| Net profit | 108 | 156 | 464 | 255 | 366 +239% | 161 +3% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
