Welspun Living Limited (514162) Earnings Call Transcripts

Welspun Living Limited's Latest Earnings Call - Q4 FY2026

In the fourth quarter of FY '26, Welspun Living Limited reported a sequential revenue growth of 7.7%, reaching INR 9,468 crores, although this reflects an 11.5% decline year-on-year due to external pressures. The EBITDA margin improved significantly to 10.8%, up 313 basis points from the previous quarter, indicating effective cost management and operational improvements. Management signaled a positive outlook for FY '27, targeting double-digit revenue growth and a return to teen EBITDA margins, supported by ongoing strategic initiatives and favorable trade agreements.

Reported metrics

Guidance from management

Management expects FY '27 to achieve double-digit revenue growth and return to teen EBITDA margins, emphasizing a focus on operational discipline and strategic growth initiatives.

What management said

So it is not just cotton. I think let me also tell you that cotton prices have gone up by 10%. The man-made fibers have gone up by more than 20% and the crude by 40%. So overall, it was straightly impacts the whole commodity cost that we need. However, we'll work on our -- as we spoke about this year also, we did a lot of governance cost controls that will play a very big role. And whenever these kind of things hap...

So as I spoke about a double-digit growth in the top line, it also kind of a teen kind of EBITDA margin. I think that's what will sum up everything, Prerna, at the moment, because that will -- there are a lot of factors and the terms of everything that will contribute to that, right?

What analysts pressed on

Analysts expressed concerns regarding the impact of rising commodity prices and tariff uncertainties on margins and overall demand. There were questions about the sustainability of growth in the Advanced Textiles segment amidst a softer global demand environment.

Main topics on the call

• Revenue Growth Recovery — Welspun Living's Q4 revenue grew 7.7% sequentially, indicating a recovery from previous declines. Management noted, "Q4 marked a decisive sequential inflection driven by sharper execution and strengthening business momen...
• Margin Improvement — The EBITDA margin for Q4 improved to 10.8%, a significant increase of 313 basis points quarter-on-quarter. This was attributed to better utilization and cost rationalization, with management stating, "The quarter showed ...
• Debt Reduction — Net debt was reduced by 52% year-on-year to INR 775 crores, reflecting improved cash flow management and operational discipline. Management highlighted, "Free cash flow generation of INR 956 crores" as a key achievement.
• Branded Business Growth — The branded segment showed strong growth, with Welspun and Spaces brands growing 44% and 19% year-on-year in Q4, respectively. Management emphasized that "our branded portfolio is becoming a meaningful long-term growth e...

Read the full Welspun Living Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Welspun Living Limited earnings call transcripts on record, spanning February 12, 2020 to May 15, 2026. Based on this history, Welspun Living Limited reports quarterly. The most recent call on file is dated May 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

514162

Exchange

BSE

Country

IN

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

25

First call

February 12, 2020

Most recent

May 15, 2026

Reporting cadence

quarterly