Synopsis:
The company delivered steady growth with a strong Rs. 21,000–22,000 crore order book and improving margins. Despite a slight revenue dip, profits rose sharply. Major project wins include the 910 MLD water treatment plant, and plans to raise Rs.1,000 crore highlight expanding opportunities and financial resilience.
The civil construction sector in India is booming, valued at around USD 1.2 trillion in 2025, contributing 8-9% to the country’s GDP. Driven by rapid urbanization, infrastructure investments, and government initiatives, the market is expected to grow at a CAGR of over 9% and reach USD 2.13 trillion by 2030, reflecting a vibrant growth trajectory.
With a market capitalization of Rs 7,820.38 crore, the shares of Welspun Enterprises Ltd were trading at Rs 566.00 per share, increasing around 0.69 percent as compared to the previous closing price of Rs 562.10 apiece.
Welspun Enterprises Ltd maintained its topline guidance of Rs 4,000 crore for FY26, with Rs 1,600 crore expected in H1 and 60% of revenue in H2. With an order book of Rs 21,000–22,000 crore and being L1 in a Rs 7,300 crore road project, it aims to secure orders worth Rs 10,000 crore in FY26, sustaining current EBITDA margins.
The company’s order book has shown steady growth over the years, rising from Rs. 8,437 crore in FY21 to Rs. 14,354 crore in FY25, marking a 70% increase. This consistent upward trend reflects strong project wins, healthy execution capabilities, and a solid pipeline that enhances revenue visibility for future growth.
The company’s Q2FY26 performance showed mixed trends, with revenue declining 4% year-on-year to Rs. 784 crore. However, net profit surged 58% to Rs. 98 crore, reflecting strong cost control, improved margins, and efficient execution despite softer topline growth, highlighting resilience in overall business operations.
The company’s operating profit margin (OPM) showed a strong upward trend, improving from 9% in September 2022 to 22% in September 2025. This steady rise indicates enhanced cost efficiency, better project execution, and stronger pricing power, reflecting a consistent improvement in operational performance and profitability over the last three years.
The company achieved a major milestone by winning the 910 MLD Panjrapur Water Treatment Plant project, strengthening its position in the water sector. With ongoing projects treating 70% of Mumbai’s water needs, it plans to raise Rs. 1,000 crore to fund growth opportunities in BOT, HAM, and tunnelling projects across transport and water infrastructure.
Welspun Enterprises Ltd is a leading infrastructure development company from the Welspun Group, specializing in roads, highways, and water management projects under EPC and HAM models. With a strong execution track record and sustainable growth focus, the company continues to play a key role in India’s infrastructure expansion.
Written by Abhishek Singh
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