Welspun Living

“Looking ahead, our priorities are clear, sustained double-digit revenue growth, maintain EBITDA margins in the low teens, improve returns on capital and generate strong cash flows.”

“And I just want to say the momentum looks intact for us, and we are looking at a double-digit growth. And that's what we are very confident about.”

“And we are confident that we will maintain the steady state growth that you are seeing. And so the sustainable range will be low double-digit margin.”

“And the target is to be double-digit UK revenue growth.”

“And we will grow this market in double digit over the coming years.”

“Our capital allocation approach remains focused, we will continue to invest selectively in capabilities, technology, productivity and operational efficiencies while ensuring that investments are aligned with our strategic priorities and return expectations.”

“To your point, we are exploring, we are evaluating and we will take this forward because these opportunities never come once, right?”

“So, right now, we can talk about the current and I can tell you that this is all being used to debottleneck in our operations, so that can increase our production.”

“But as we are talking and seeing some of the growth in different countries, we are exploring our opportunities. And over the period, we will come back.”

“So that is around yes, that is running at 67%, 70% kind of thing. And this has continued to grow.”

“So our volumes are coming back, and we will be normal in terms of what we'll be packing in terms of units and tonnage for towels for the next quarter.”

“So, my only was what Dipaliji was saying, we are running, Vapi is at lower capacity, but because of Anjar and other ancillary units and also some of the investment we have done in last year's WHSL, which has also kicked in -- so that has actually helped us to manage this kind of revenue utilizers.”

“Our US onshore Pillow business grew 2.4x year-on-year quarter.”

“Our domestic business grew 28.2% year-on-year on the back of strong B2C performance across general trade, e-commerce and quick commerce.”

“Flooring business continued its recovery, with revenue growing 19.3% year-on-year with EBITDA margins reaching 10.8%, improving both sequentially and year-on-year.”

“In fact, bed linen has grown by 2% in terms of volume. But it is both a mix of value and volume.”

“Advanced Textile, a little challenging in terms of the scenario in terms of our Man-made Fiber, and this has taken a little hit because of the commodity surge in the Advanced Textile.”

“So America, we have seen despite the challenges that we are seeing in the terms of inflationary costs going up, the consumption hasn't dropped at the moment.”

“I think in the near future, at least 53 FTAs will open where the textile will get zero tariffs.”

“So, first of all, with U. market, I think it's a USD5 billion to USD7 billion market that's growing, where Pakistan actually takes on around 55% of that market, primarily in the Bed Sheets.”

“In UK and Europe, also, we are going to see a steady growth. And that growth will be owing to the FTA opportunity and the replacement.”

“And for US, we actually do most of the business, 70% -- 60% to 70% of our business are replenishment businesses that are going on for some time.”

“We are actively managing these pressures through disciplined procurement, planning, customer pricing discussions and continued productivity improvements.”

“First, profitability, we delivered consolidated EBITDA margin at 12.9% and expansion of 600 basis points year-on-year and 40 basis points sequentially.”

“We are taking businesses with price increases. So that is something that we've already taken on, because we know, that's not going to be sustainable to work otherwise, right, even in the same way and the same spirit is maintained globally as well.”

“I mean, today, if I look at it, it could be INR68,000.”

“And we have around 4 to 5 months of inventory covers beyond December. So we are going to evaluate and take our own time to see when the take this fall to buy cotton.”

“We have also achieved an important financial milestone the balance sheet moving into the cash position compared with net debt of INR775 crores at the end of March 2026.”

“Our cash conversion cycle improved materially from 82 days in March 2026 to 44 days this quarter.”

“This provides us with a stronger financial foundation and greater flexibility to pursue strategic growth opportunities.”

“In a couple of quarters, you'll see the kind of product portfolio differentiation that will come in, and we will share as it comes.”

“So we couldn't do too much of dispatch to U.K. and Europe. And hence, our top line also got impacted by INR100 crores to INR250 crores.”

“So, there are -- Shirish you pointed right, there are a couple of onetime orders have gone been as a drop in some promotional one.”

“Prerna, we have received some refunds, but there's -- none of them is part of our balance P&L as of now.”

“They are part of some of the -- we are under reconciliation with customers, and it is with custom. So probably will start reflecting sometime in next quarter or so.”

“These results reflect impact of the floods at our Vapi facility, where operations were disrupted for several weeks during the quarter. The plant has since resumed partial operations and we are working towards restoring full capacity.”

“The global environment remains dynamic with commodity cost pressures persisting across the value chain, including firm cotton prices, an uptick in May -- in man-made fibre costs, higher oil-linked input and elevated freight rates, amid ongoing tensions in the Middle East.”

“Yes, Prerna, I can tell you that, that 100%, the challenge that was there, it has been mitigated.”

“The impact was on spinning and also slightly on weaving, but that we did outsource and Anjar also contributed to help us and support us in that.”

“At the moment, we are at 10% and the conversations are happening. The thing that we know here is very, very clearly, is that we will be at par at Pakistan, Bangladesh, China and Vietnam and the neighbouring countries.”

“Consolidated revenue grew 16.9% year-on-year to INR2,870 crores with EBITDA margins at 12.9%, expanded 600 bps year-on-year.”

“Anjar is now powered by 100% been electricity while our STEP-ZERO program is advancing the transition towards more sustainable supply chains.”

“We have set ourselves the goal of improving ROCE to low-teens during FY27. And we have already reached 12.7%.”

“Yes, you're absolutely right. It is 70%, 80% of our total business. So that is right.”

“Vision AI is required for quality and the others. So, they will continue to look at areas where we need.”