Welspun Specialty Solutions Limited · BSE:WELSPLSOL
Welspun Specialty Solutions — Q2 & H1 FY26 Earnings Presentation
14 slides from Welspun Specialty Solutions's earnings presentation, Oct 27, 2025
Slide 1: Cover letter to BSE: Investor's Presentation
October 27, 2025 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 half year ended S
Slide 2: Welspun Specialty Solutions Limited Investor Presentation Q2&H1 FY26
Welspun Specialty Solutions Limited Investor Presentation Q2&H1 FY26 Date: 27th October, 2025
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: 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 witnessed strong recovery after the completion of planned maintenance schedule. Quarterly pipes sales volume reached at all time high level • Bars sales volume for the quarter remained steady. Bars sales volume for H1FY26 rose 67% over H1FY25 • EBITDA growth both on Yo
Slide 9: Business Environment
Business Environment • Global markets continue to face subdued demand and heightened volatility following recent US tariff actions. Ongoing tariff negotiations with multiple countries contribute to persistent uncertainty across global supply chains. Despite these challenges, WSSL remains committed t
Slide 10: Steady Performance
Steady Performance Sales volume (MT) SS Bars SS Pipes 7,425 1,692 7,079 1,298 1,284 5,033 5,161 1,139 1,086 4,738 3,927 848 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26
Slide 11: Performance Trend
Performance Trend Revenue (INR Million) EBITDA (INR Million) 2,427 181 2,110 181 2,085 130 141 1,996 1,730 83 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 PBT (INR Million) 97 Order Book 3,342 2,868 2,538 52 2,711 1,853 7,201 36 6,533 5,940 5,814 4,221 Q2FY25 Q3FY25 Q4FY25 Q
Slide 12: Financial Snapshot
Financial Snapshot (INR Million) Particulars Q2 FY26 Q2 FY25 YoY Q1 FY26 QoQ H1FY26 H1FY25 YoY Total Income 2,427 1,730 40% 2,110 15% 4,537 3,410 33% EBITDA 181 83 117% 140 29% 321 251 28% Profit Before Tax (PBT) 96 (64) NA (8) NA 89 (38) NA Profit After Tax (PAT) 96 (64) NA (8) NA 89 (44) NA Cash P
Slide 13: ESG Interventions
ESG Interventions RE Share Emissions Overview 50% Scope 1 Scope 2 Emissions in ton. CO2e 31% 21,378 28% 19,445 9,396 12,870 12,467 5,939 FY24 FY25 H1 FY26 FY24 FY25 H1 FY26 Share of renewable electricity improving Emission intensity reduced from 1.06 t.co2e/MT of bloom consistently. production in FY
Slide 14: Thank You!
Thank You! Welspun Specialty Solutions Limited CIN: L27100GJ1980PLC020358 For further queries, contact: Name : Mr. Goutam Chakraborty Name : Mr. Salil Bawa Email : goutam_chakraborty@welspun.com Email : salil_bawa@welspun.com www.welspunspecialty.com Connect with us: /TheWelspunGroup /WelspunGroup /
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