Update shared on 06 Nov 2025
Fair value Increased 2.14%Analysts have raised Welspun's fair value estimate from ₹1,087 to ₹1,110.25, reflecting updated views on key growth and profitability assumptions.
What's in the News
- The board approved the incorporation of two wholly owned subsidiaries in the United Arab Emirates, intended as investment holding and global marketing entities, subject to regulatory approvals (Board Meeting).
- The US subsidiary secured two major line pipe orders totaling approximately USD 715 million for Natural Gas and NGL pipeline projects, ensuring business continuity in the US facility through fiscal 2028 (Client Announcements).
- Welspun received a significant export order for large diameter line pipes for Oil & Gas in the Middle East, with the Indian facility also securing additional pipe orders worth approximately INR 16,000 million. This expands the global order book to INR 180,000 million (Client Announcements).
- A board meeting was held on October 30, 2025, to consider financial results, the incorporation of UAE subsidiaries, and acquisition of 4.11% equity shares of Welspun Specialty Solutions Limited from the promoter group, pending legal compliance (Board Meeting).
Valuation Changes
- Fair Value Estimate has increased from ₹1,087 to ₹1,110.25, reflecting a modest upward revision.
- Discount Rate has risen from 13.99% to 15.13%, indicating a higher cost of capital assumption.
- Revenue Growth projection has decreased slightly from 24.30% to 23.25%.
- Net Profit Margin is marginally lower, moving from 6.29% to 6.19%.
- Future Price-to-Earnings (P/E) Ratio has increased from 24.65x to 25.25x.
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