Welspun Living Ltd. Share Price

WELSPUN LIVING Results Analysis-Q2FY2027

WELSPUNLIV Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 2,838 Crs., 16.27% growth YoY, Total Income is Rs. 2,870 Crs., 16.87% growth YoY, Gross Profit is Rs. 1,281 Crs., 19.27% growth YoY, EBITDA is Rs. 370 Crs., 120% growth YoY, EBITDA Margin is 12.88% improved by 604 Basis points YoY, PBT Rs. 226 Crs., 848% growth YoY, PAT Rs. 170 Crs., 1041.7% growth YoY. But On QoQ basis Op. Revenue is flat up by 1.53%, Total Income is flat up by 1.48%, EBITDA is up by 4.52%, PBT is up by 2.48% PAT is also up by 4.34%. Strong Operating Performance driven by “operating efficiencies, procurement discipline, product mix, and cost management.” Company moved to a net cash position vs net debt of ₹775cr (Mar’26)—called out as a “key milestone.” Core Home Textiles (B2B exports) – demand holding; Europe/UK seen as the next leg : Exports: +18.3% YoY; aided by “healthy retailers demand ahead of the holiday season.” US Onshore Pillow Business – scaling rapidly; path to low-teen margins at maturity : Q2 growth: “grew 2.4 times YoY”; with Ohio and Nevada both operational. Flooring – recovery sustained by portfolio/cost discipline; low double-digit margin targeted : Q2 revenue: +19.3% YoY; EBITDA margin 10.8% (improved QoQ and YoY). Advanced Textiles – currently pressured by man-made fiber inflation; reset expected

Welspun Living hits fresh all-time high at ₹244.89

Welspun Living hit a fresh all-time high of ₹244.89 on October 1, 2026, despite broader market weakness. The stock has gained 83% in CY2026, with ₹215 support in focus. Welspun Living Ltd. [ WELSPUNLIV ] continued to display strong price momentum, hitting a fresh all-time high of ₹244.89 on October 1, 2026, despite weakness in the broader market. The stock subsequently closed at ₹239.17 on October 2, gaining 5.21% or ₹11.84 during the session. The relative strength becomes notable against the broader index performance. Nifty recorded its ninth consecutive negative weekly close, while Welspun Living continued to maintain its positive weekly structure. The stock has now recorded its third consecutive weekly gain, with six of the last seven weeks closing in the green. The price performance in CY2026 has also been significant, with Welspun Living gaining approximately 83% year-to-date. From a technical perspective, the ₹244.89 all-time high remains the immediate resistance zone. On the downside, ₹215 may act as an important support level and could be closely watched in the event of any pullback. Welspun Living continues to demonstrate notable relative strength, with the stock trading near its record high despite broader market weakness. ₹244.89 remains the immediate resistance, while ₹215 is the key support level to monitor. Disclaimer: Investments in securities are subject to market risk. This is for informational purposes only. Investors must verify information before investing and consider their financial position & risk profile.

bed & bath linen, rugs, flooring and advanced textiles

WELSPUNLIV Strengths Strong global position in home textiles, particularly towels and bed/bath products. Large export-oriented manufacturing base with established international customers. Welspun brand has a significant domestic distribution network; the company described it as the most widely distributed home-textile brand in India in its Q3 FY26 release. Diversification into advanced/technical textiles and flooring. Innovation contributed around 22% of Q3 FY26 business, supporting product diversification. Q1 FY27 showed a significant improvement in revenue and profitability. Weaknesses Earnings remain sensitive to global home-textile demand and consumer spending. FY26 consolidated revenue declined approximately 6.6%, while EBITDA fell substantially versus FY25. Textile manufacturing is exposed to cotton, energy, freight and labour costs. International exposure creates currency and geopolitical risks. Flooring has historically generated lower margins than the core textile business. Opportunities Recovery in US and European home-textile demand. Growth of branded home-textile consumption in India. Premiumisation in towels, bedsheets, bath products and home décor. Expansion of technical/advanced textiles, healthcare and industrial applications. Higher utilisation of manufacturing capacity can improve operating leverage. New product innovation and global-brand expansion. Threats Competition from manufacturers in China, Bangladesh, Vietnam, Pakistan and Turkey. Cotton and other raw-material price volatility. US/EU tariffs and changes in international trade policies. Weak global consumer demand could affect export volumes. Freight-rate and currency volatility. Higher wage and manufacturing costs in India relative to some Asian manufacturing hubs. Q1 FY27 Financial Snapshot

Ministry Strategy for District Textile Exports

The Ministry of Textiles has unveiled a strategic roadmap to onboard 5,000 to 10,000 new textile exporters from districts across India over the next two to three years. Collaborating closely with state governments, the initiative seeks to convert regional production centers into competitive export hubs by enhancing local planning, infrastructure, market linkages, and institutional framework. With approximately 530 districts already contributing to textile exports, the government aims to leverage this established foundation to broaden India's global market share and drive grassroots participation in international trade. The program places specific emphasis on 100 aspirational districts alongside the lowest-performing tier of champion districts, unlocking latent potential across handloom, handicrafts, apparel, cotton, man-made fibers, and home textiles. To support emerging and irregular exporters, the Ministry is instituting capacity-building workshops, real-time global market intelligence, and dedicated export facilitation centers. These localized hubs will assist regional businesses with machinery modernization, sustainable manufacturing practices, and international market trends, establishing a resilient district-level ecosystem for consistent global trade participation. WELSPUNLIV

Welspun Living (WELSPUNLIV) shares jumped over 5% today

WELSPUNLIV Welspun Living (WELSPUNLIV) shares jumped over 5% today to ₹239.05, hitting a fresh 52‑week high of ₹245 after Jefferies reaffirmed its ‘Buy’ rating with a ₹260 target. The rally follows the government’s extension of the RoDTEP export incentive scheme till December 2026, which strongly benefits textile exporters like Welspun. 📈 Stock & Market Highlights Metric Latest Value Notes Current Price (BSE) ₹239.05 Up 5.03% today Intraday High / Low ₹245 / ₹226.85 New 52‑week high Market Cap ₹22,596 crore Large‑cap textile player Volume 16.1 million shares More than double average Analyst Rating 100% Buy (11 analysts) Consensus bullish 🏭 Business & Policy Drivers RoDTEP Extension: Government extended the Remission of Duties and Taxes on Exported Products (RoDTEP) scheme by three months (till Dec 31 2026), boosting margins for exporters. RoSCTL Benefits: Welspun earns 87% of revenue from bed and bath linen exports eligible for 8.2% RoSCTL rebate, ensuring continued competitiveness. Debt Reduction: Net debt fell from ₹16,025 million (FY25) to ₹7,754 million (Q4 FY26), strengthening its balance sheet. EBITDA Margin: Improved to 12.5%, signaling operational efficiency.

Welspun Living Ltd Jefferies upgraded from Hold to Buy

WELSPUNLIV Jefferies upgraded Welspun Living from Hold to Buy and more than doubled its price target from ₹125 to ₹260, citing a structural upcycle for Indian textiles driven by China+1 sourcing shifts and new free-trade agreements (notably the India–UK FTA effective July 2026). The broker expects revenue CAGR of 14% (FY26–29), EBITDA CAGR of 38% and profit CAGR of 71%, with EBITDA margins rising from 8.4% to ~15% and ROCE improving from 6% to ~19%. On the corporate front, Welspun Living’s 41st AGM is scheduled for September 24, 2026 via video conferencing, with e‑voting from September 19–23 and a record date of September 17 for dividend eligibility. The company also cancelled its proposed ₹7.6 crore acquisition of a 26% stake in CleanMax Dhyuthi from Welspun Corp, and filed its FY26 BRSR with reasonable assurance from BDO India. Shares were trading around ₹208–₹212 on September 9, with a market cap near ₹19,700–₹19,900 crore.