Welspun Specialty Solutions Limited · BSE:WELSPLSOL
Welspun Specialty Solutions — Q3 FY26 Earnings Presentation
14 slides from Welspun Specialty Solutions's earnings presentation, Jan 23, 2026
Slide 1: Cover letter to BSE Limited
January 23, 2026 To, BSE Limited, Listing Department, P. J. Towers, Dalal Street, Mumbai – 400 001 (Scrip Code : 500365) Dear Sir/Madam, Subject: Investor’s Presentation Please find attached herewith the Investor’s Presentation on the unaudited financial results for the quarter and nine months ended
Slide 2: Investor Presentation Q3&9M FY26
Welspun Specialty Solutions Limited Investor Presentation Q3&9M FY26 Date: 23rd January, 2026
Slide 3: Disclaimer
Disclaimer For any financial disclosures, the information contained herein is provided by Welspun Specialty Solutions 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 in
Slide 4: WSSL: An Integrated Facility, Bharuch, Gujarat
WSSL: An Integrated Facility Product Moving towards Government’s Sustainability Only fully acceptability both higher value “Make in India” and excellence integrated facility in the domestic and added grades policy showing initiatives in India from export market with and products impact on ground; pr
Slide 5: Competitive Edge
Competitive Edge The only integrated producer of Quality Stainless Steel Bars 1 and Pipes & Tubes starting from Steel Making to Finished Tubes in the country under one roof Strong focus on R&D and New Product Development. 2 State-of-the-art testing facilities accredited with ISO/IEC 17025 Expertise
Slide 6: Product Information
Product Information Stainless Steel & Alloys Stainless Steel Pipes & Tubes Ingots Extruded Seamless Schedule Pipes Blooms Hollow Bars Rolled Bars in Rounds Cold Finished Pipes & Tubes Round Cornered Squares Heat Exchanger Tubes Peeled & Polished Hydraulic & Bars and Instrumentati
Slide 7: Growing Market Presence
Growing Market Presence NETHERLANDS POLAND GERMANY SERBIA FRANCE BELGIUM SPAIN USA AUSTRIA PHILIPPINES SWITZERLAND CANADA INDIA TAIWAN CZECH REPUBLIC TURKEY ITALY SOUTH AFRICA
Slide 8: Business Update
Business Update • Pipes volume maintained steady in Q3 despite challenging market sentiment. Pipes sales volume for 9MFY26 rose 18% over 9MFY25 • Bars sales volume for the quarter also remained steady. Bars sales volume for 9MFY26 rose 51% over 9MFY25 • EBITDA continued to outpace revenue growth bot
Slide 9: Business Environment
Business Environment • U.S. tariff actions have led to subdued demand and heightened volatility across global markets. Prolonged negotiations with multiple trading partners are maintaining uncertainty in global supply chains. Against this backdrop, a constructive outcome from the upcoming EU trade a
Slide 10: Sales Volume Improvement
Sales Volume Improvement 20,644 +18% 4,169 SS Bars SS Pipes +51% 3,523 13,698 +22% +50% 1,629 6,139 5,033 1,086 Q3FY25 Q3FY26 9MFY25 9MFY26 Q3FY25 Q3FY26 9MFY25 9MFY26 Sales volume in MT
Slide 11: Performance Trend
Performance Trend Revenue (INR Million) EBITDA (INR Million) 2,289 198 181 2,427 2,085 1,996 181 2,110 130 141 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 PBT (INR Million) Order Book 97 95 7,201 6,533 5,940 50 5,116 34 4,221 3,342 2,868 2,538 2,000 1,853 Q3FY25 Q4FY25 Q1FY
Slide 12: Financial Snapshot
Financial Snapshot (INR Million) Particulars Q3FY26 Q3FY25 YoY Q2FY26 QoQ 9MFY26 9MFY25 YoY Total Income 2,289 1,996 15% 2,427 -6% 6,826 5,406 26% EBITDA 198 130 52% 181 9% 518 381 36% Profit Before Tax (PBT) 95 (36) NA 96 -1% 184 (74) NA Profit After Tax (PAT) 95 (36) NA 96 -1% 184 (80) NA Cash PAT
Slide 13: ESG Interventions
ESG Interventions Share of RE Emissions overview Scope 1 Scope 2 Emission Intensity 60% 53% 1.2 50% (in t.CO2e/MT of bloom 1.06 Emission Intensity Emissions in ton. CO2e 40% 31% 28% 21,378 0.72 30% 19,445 20% 12,870 12,719 12,467 9,493 10% 0% FY24 FY25 YTD FY26 FY24 FY25 YTD FY26 Share of renewable
Slide 14: Thank You!
Thank You! Welspun Specialty Solutions Limited CIN: L27100GJ1980PLC020358 For further queries, contact: Name : Mr. Goutam Chakraborty Email : [email protected] www.welspunspecialty.com Connect with us: /TheWelspunGroup /WelspunGroup /welspungroup /company/welspun-group
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