Welspun Enterprises Ltd. · NSE:WELENT
Welspun Enterprises — Q2 FY27 Earnings Presentation
22 slides from Welspun Enterprises's earnings presentation, Nov 5, 2026
Slide 1: Regulation 30 cover letter to stock exchanges
WEL/SEC/2026 November 05, 2026 To, BSE Limited National Stock Exchange of India Limited Scrip Code: 532553 NSE Symbol: WELENT Dear Madam / Sir, Sub: Investor Presentation pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulati
Slide 2: Investor Presentation Q2 & H1FY27
Investor Presentation Q2 & H1FY27 5th November, 2026
Slide 3: Disclaimer
DISCLAIMER The information contained in this presentation is provided by Welspun Enterprises Limited (the “Company”). Although care has been taken to ensure that the information in this presentation is accurate, and that the opinions expressed are fair and reasonable, the information is subject to c
Slide 4: Presentation Roadmap
PRESENTATION ROADMAP Management Insights Business Updates Financials ESG Update Awards
Slide 5: Strategy led value creation
Strategy led value creation BID SELECTIVE DEPLOY RIGHT MIX MANAGE, COMPLETE UNDERTAKE O&M, ASSET REMAIN PROJECTS OF EXECUTION AND STABILIZE THE CREATE CAPACITY MONETIZATION ASSET-LIGHT PARTNERS PROJECTS FOR LIFECYCLE Focus on opportunities Associate with right Disciplined project Build and strengthe
Slide 6: Management Insights
Management Insights “Our Q2 FY27 revenue grew by 32% YoY and EBITDA by 122% YoY reflecting our business model of recognizing profits first during the construction phase and subsequently in the form of equity returns through monetisation. Overall, in H1FY27 revenue grew by 11%YoY which is in line wit
Slide 7: Business Updates
BUSINESS UPDATES WelspunenTERPRISES
Slide 8: Strong platform for future growth
Strong platform for future growth Strong and Diversified Order Book across Segments Segment-wise Break-up Project type-wise Break-up Others, 6% HAM, 1% Tunnel, 11% O&M, 29% Water, 54% EPC, 42% ₹18,708 Cr. Order Book as on 30th Sep 2026 Transport, 30% BOT, 29% Current order book provides strong growt
Slide 9: Water portfolio at a glance
Water portfolio at a glance Project Names Contract Type Status Dewas Water BOT Operational Water/ UP State Water and Sanitation Mission EPC Under Execution Wastewater Bhandup Water Treatment Complex EPC Under Execution Treatment/ EPC Under Execution Distribution Dharavi Wastewater Treatment Facility
Slide 10: Progress across water projects
Progress across water projects Dharavi Waste Water Treatment Plant Bhandup Waste Water Treatment Plant • Expected completion by July 2027 • Expected completion by July 2029 Panjrapur Panjrapur Water Treatment Plant Uttar Pradesh Jal Jeevan Mission – (UPJJM) • ~80% physical progress achieved • Expect
Slide 11: Key project updates: Tunnelling, Pipeline Rehabilitation & Pumping Stations
Key project updates: Tunnelling, Pipeline Rehabilitation & Pumping Stations PST-1 Breakthrough ~ ₹428 Crore Pipe Rehabilitation ONGOING PROJECT UPDATES Achieved Orders Secured • Successful completion of the Dharavi Ghatkopar Tunnel: tunnel drive from Don Bosco to • Ahmedabad Municipal Corporation Ne
Slide 12: Transportation portfolio at a glance
Transportation portfolio at a glance Project Names Contract Type Status Aunta-Simaria (ASRP) HAM Divestment Announced Sattanathapuram-Nagapattinam (SNRP) HAM Advanced Stage of Completion Transportation Road Assets Segment Varanasi Aurangabad NH2 Project (VARP) Completed EPC Pune Shirur NH-753F * DBF
Slide 13: Key Transportation project updates
Key Transportation project updates Pune - Shirur Road Project Sattanathapuram - Nagapattinam Road Project • Sub Concession agreement executed & Debt sanction received • Advanced stage of completion Aunta- Simaria Road Project Varanasi - Aurangabad Road Project • Divestment underway • Project complet
Slide 14: AWEL: From Exploration To Execution
AWEL: From Exploration To Execution Adani Welspun Exploration Ltd (AWEL), a 65:35 JV between the Adani Group and WEL, is the investment vehicle. POLICY CHANGES Legislation April 2025 Evacuation Plan Via ONGC’s network Order (PNG December Rules, 2025) 2025 MB FY29 DGH Order for MB block in July 2026
Slide 15: Financial Snapshot
FINANCIAL SNAPSHOT WelspunenTERPRISES
Slide 16: Consolidated P&L Snapshot
Consolidated P&L Snapshot Particulars (₹ Cr) Q2FY27 Q2FY26 YoY (%) H1FY27 H1FY26 YoY (%) Revenue from Operations 1,035 784 32% 1,808 1,629 11% Other Income 41 19 112% 76 45 69% Total Income 1,076 803 34% 1,884 1,674 13% EBITDA 425 192 122% 610 399 53% EBITDA margin 39.5% 23.9% 1564 bps 32.4% 23.9% 8
Slide 17: Standalone P&L Snapshot
Standalone P&L Snapshot Particulars (₹ Cr) Q2FY27 Q2FY26 YoY (%) H1FY27 H1FY26 YoY Revenue from Operations 909 593 53% 1,453 1,197 21% Other Income 44 25 79% 82 57 44% Total Income 954 618 54% 1,535 1,254 22% EBITDA 395 116 240% 494 240 106% EBITDA margin 41.4% 18.8% 2261 bps 32.2% 19.2% 1305 bps Pr
Slide 18: Balance Sheet Strength
Balance Sheet Strength CONSOLIDATED STANDALONE 30th September 31st March 30th September 31st March Particulars (₹ Cr.) 2026 2026 2026 2026 Net Worth 3,581 3,261 3,481 3,152 Gross Debt 1,882 1,771 - - - Long Term Debt 1,838 1,725 - - - Short Term Debt (Working 44 46 - - Capital Loan) Cash & Cash Equi
Slide 19: WMEL: Business Performance & Order Book
WMEL: Business Performance & Order Book • Welspun Michigan Engineers Ltd • Pioneer in trenchless technology with • In-house capabilities in engineering, (60.09%), subsidiary of WEL, established presence across medium diameter fabrication and assembly in 1973 tunnelling & micro tunnelling. • Track re
Slide 20: Sustainability at Core
SUSTAINABILITY AT CORE * WEL Sustainalytics ESG Risk Rating has improved from ‘36’ in June 24 to ‘32.4’ in June 26. WEL’s CRISIL ESG Score improved from ’55’ in 2025 to ’60’ in 2026 Driven by stronger ESG governance, OHS performance, robust supplier ESG standards and reduced unmanaged ESG risk Circ
Slide 21: Awards
AWARDS E N G IN E E R ING E XC E LLE N C E H SE E XC E LLE N C E SUST A INA BILITY Aunta–Simaria Triple win at IINA 2026 The Green Awards 2026 RAHSTA AWARDS 2026 Circular Economy Leadership Award Best Bridge Execution PLATINUM AWARD GOLD AWARD GOLD AWARD Aunta–Simaria Ganga Bridge Project, Bihar Dha
Slide 22: Thank You
THANK YOU Welspun Enterprises Limited CIN: L45201GJ1994PLC023920 For further queries, contact : Ms. Sangeeta Tripathi Mr. Harsh Rungta Head - Investor Relations Group Head - Investor Relations Email : [email protected] Email : [email protected] www.welspunenterprises.com Connect w