This steel stock engaged in manufacturing and supplying line pipes, ductile iron pipes, stainless steel pipes, home textiles, infrastructure, warehousing, and advanced flooring solutions globally, jumped 3 percent after securing an order worth Rs. 2400 crore for supplying coated pipes for natural gas pipeline projects in the USA.
Stock Price Movement:
With a market capitalization of Rs. 21,197.83 crores, the share of Welspun Corp Limited has reached an intraday high of Rs. 834.80 per equity share, rising nearly around 3.16 percent from its previous day’s close price of Rs. 809.20. Since then, the stock has retreated and is currently trading at Rs. 810.75 per equity share.
What Happened:
Welspun Corp Limited has received new orders worth approximately Rs. 2,400 crore for supplying coated pipes for natural gas pipeline projects in the USA. With these new orders, the company’s total order book has increased to around Rs. 20,000 crore. Most of these orders will be fulfilled during FY26 and FY27. This achievement highlights Welspun Corp’s strong position in the USA’s oil and gas market and reflects the continued trust of its customers.
Order Book:
As of December 2025, Welspun Corp Limited has a total order book of about Rs. 15,000 crore. This includes line pipe orders of 866 KMT valued at Rs. 12,200 crore, DI pipe orders of 336 KMT worth Rs. 2,710 crore, and SS bar & pipe orders totaling 4,221 MT valued at Rs. 185 crore. This demonstrates strong demand across its main business segments.
Management Guidance:
The company is targeting Rs. 17,000 crore in revenue and Rs. 1,700 crore in EBITDA for FY25, with a goal of achieving a 20 percent return on capital (ROCE). In the first nine months, it has already earned Rs. 10,200 crore in revenue and Rs. 1,356 crore in EBITDA, with a 15 percent ROCE, indicating solid progress toward its targets.
Strategic Investments:
The company is investing Rs. 5,508 crore in six key projects across various locations. The largest project, a plastic pipes and WST initiative costing Rs. 2,355 crore, will be implemented between FY26 and FY28. In Saudi Arabia, DI Pipes and LSAW plants worth Rs. 1,660 crore are being developed in partnership with ARAMCO.
Recent quarter results:
Welspun Corp Limited’s revenue has decreased from Rs. 4,750 crore in Q3 FY24 to Rs. 3,614 crore in Q3 FY25, which has dropped by 23.92 percent. The net profit has also grown by 128.57 percent from Rs. 294 crore in Q3 FY24 to Rs. 672 crore in Q3 FY25.
Written By – Nikhil Naik
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