Welspun Specialty Solutions Limited · BSE:WELSPLSOL
Welspun Specialty Solutions — Q2 FY27 Earnings Presentation
15 slides from Welspun Specialty Solutions's earnings presentation, Oct 21, 2026
Slide 1: Cover letter to BSE
October 21, 2026 To, BSE Limited Listing Department, P. J. Towers, Dalal Street, Mumbai – 400 001 (Scrip Code: 500365) Dear Sir/Madam, Subject: Investor Presentation Please find enclosed the Investor Presentation on the Unaudited Financial Results of the Company for the quarter and half year ended S
Slide 2: Investor Presentation Q2 & H1 FY27
INVESTOR PRESENTATION Q2&H1 FY27 Date: 21st October, 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
WSSL: Manufacturing facility spread over an area of AN INTEGRATED 126 acres FACILITY in Bharuch, Gujarat Product acceptability Moving towards Government’s “Make in Sustainability and Only fully integrated both in the domestic higher value added India” policy showing excellence initiatives facility i
Slide 5: Competitive Edge
COMPETITIVE EDGE The only integrated producer of Stainless-Steel Seamless Pipes & Tubes (by Hot Extrusion) in India, starting from Steel Making to Finished Tubes under one roof Strong focus on R&D and New Wide domestic and international Product Development. State-of- market outreach and acceptance t
Slide 6: Products: Stainless Steel & Nickel Alloys
PRODUCTS: STAINLESS STEEL & NICKEL ALLOYS Seamless Schedule Bar Ingots Tubular Pipes Products Products Cold Finished Blooms Pipes & Tubes Rolled Bars in Heat Exchanger Rounds Tubes Round Cornered Hydraulic & Squares Instrumentation Tubes Peeled & Hollow Bars Polished Bars Heat Treated Bars U-bend Tu
Slide 7: Catering to Niche Segments & Critical Applications
CATERING TO NICHE SEGMENTS & CRITICAL APPLICATIONS Space & Energy – Infra & Capital Aerospace Power Goods Oil & gas Energy – Defence Petrochemicals Nuclear 06
Slide 8: Steady Performance - Sales Volume (MT)
STEADY PERFORMANCE - SALES VOLUME (MT) SS Bars SS Pipes 27,245 5,236 4,785 4,807 4,059 18,860 15,903 13,136 1,990 6,869 FY23 FY24 FY25 FY26 H1FY27 FY23 FY24 FY25 FY26 H1FY27 07
Slide 9: Q2FY27 Performance
Q2FY27 PERFORMANCE Sales Volume (MT) Total Income (INR Mn) 8,232 2,427 2,420 1,692 7,079 565 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Pipes & Tubes Bars Operating EBITDA Reported EBITDA Cash PAT (INR Mn) (INR Mn) (INR Mn) 181 137 144 44 28 10 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 08
Slide 10: Financial Snapshot
FINANCIAL SNAPSHOT Income Statement Snapshot (INR Mn) Particulars Q2 FY27 Q2 FY26 YoY Q1 FY27 QoQ H1FY27 H1FY26 YoY Total Income 2,420 2,427 0% 1,975 23% 4,395 4,537 -3% Reported EBITDA 44 181 -75% 143 -69% 188 321 -42% Profit Before Tax (PBT) (38) 96 NA 47 NA 9 89 -90% Profit After Tax (PAT) 96 NA
Slide 11: Business Update
BUSINESS UPDATE Despite challenging market situation, Bars sales volume for Q2FY27 grew ~16% YoY primarily due to increasing domestic market penetration Owing to energy prices and sea route disruptions, freights have surged sharply leading to high raw material / scrap prices Highest duty incidence i
Slide 12: Business Update
BUSINESS UPDATE Continued development/ enhancement of product range, alongside expansion of the customer base viz. vacuum de- gassed forging ingots, heavy wall T91 Tubes etc. 24 new customers added during the H1FY27 ADNOC approval for Pipes received. Approval for Tubes in process SIRIM certification
Slide 13: Business Environment
BUSINESS ENVIRONMENT Continued geopolitical uncertainties In India, key industries like energy, including the impact of ongoing defence, aerospace, oil & gas, conflicts, supply chain disruptions, and petrochemicals, engineering and tariff-related challenges affected public infrastructure have been u
Slide 14: Progress on ESG Initiatives
PROGRESS ON ESG INITIATIVES Share of RE Emissions overview 67% 1.2 (in t.CO2e/MT of bloom 58% 1.06 Emission Intensity Emissions in ton. CO2e 21,378 19,445 0.69 28% 31% 14,972 12,870 12,467 12,724 0.53 6,399 3,597 FY24 FY25 FY26 FY27E FY24 FY25 FY26 FY27E Scope 1 Scope 2 Emission Intensity Continued
Slide 15: Thank You
THANK YOU Welspun Specialty Solutions Limited CIN: L27100GJ1980PLC020358 For further queries, contact : Mr. Goutam Chakraborty Mr. Harsh Rungta Head - Investor Relations Group Head - Investor Relations goutam_chakraborty@welspun.com harsh_rungta@welspun.com www.welspunspecialty.com Connect with us:
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