Welspun World targets substantial growth and investor returns at Investor Day

Welspun Living Limited announced its Welspun World Investor Day 2025, outlining a strategic vision for continuous growth and shareholder value. The company targets revenue of ~₹15,000 crore, an EBITDA margin of 15-16%, and a return on capital employed (ROCE) of 15-18%. Net debt is aimed at ~₹1,000 crore, demonstrating a focus on financial health. Welspun Living highlighted its global leadership in home solutions, with $1.25 bn revenue, 14-15% average EBITDA, and a presence in over 50 countries. The company also emphasized its strong ESG performance, ranking Top 4 globally in ESG and #1 in India (DJSI) for the textile, apparel, and luxury categories.

Welspun Corp, the line pipes segment, aims for 10-12% CAGR revenue growth and over 15% EBITDA CAGR, with a ROCE of 22-23%. It projects capital expenditure (CAPEX) of ₹5,500 crore spread over 3-4 years in the USA. Welspun Enterprises Limited, focusing on infrastructure, reported an order book CAGR of 20-25% and revenue CAGR of 15-16%. Its EBITDA margins are strong at 18-20%, with an average RoCE of 18-20%, alongside a strong credit rating in the AA Category.

The Welspun Group collectively reported revenue of ₹28,657 crore and an EBITDA of ₹4,039 crore for FY25, with a net debt of ₹1,108 crore. The company has returned ~₹3,200 crore to shareholders cumulatively and its market capitalization reached ₹44,599 crore by March 2025.