
Shares of Welspun Corp slipped 0.8% to ₹2,544 after the earnings release, a modest retreat from the 218% YTD rally.
The company posted consolidated revenue of ₹4,644 crore, up 6.2% YoY, while EBITDA climbed to ₹726.7 crore, a 23% jump.
EBITDA margin widened to 15.6% from 13.5% a year ago, an increase of 210 basis points, reflecting tighter cost control.
Segment analysis shows steel products generated ₹4,462.5 crore, up from ₹4,223.9 crore, whereas the plastic products division added ₹181.3 crore to ₹149.7 crore.
Board approval of a $115 million expansion in Little Rock will add 225,000 metric tonnes per annum, slated to launch in March 2028, financed through internal accruals.
An additional $125 million partnership with Perma‑Pipe International aims to build Jordan facilities, sharing costs evenly; the move targets water, oil, gas markets.
Analysts note the firm’s margin trajectory appears sustainable, and the company is likely to keep expanding capacity; next earnings are due on Dec 15.