View ValuationWelspun 향후 성장Future 기준 점검 2/6Welspun (는) 각각 연간 15.1% 및 19.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.4% 로 예상됩니다.핵심 정보15.1%이익 성장률15.18%EPS 성장률Metals and Mining 이익 성장17.2%매출 성장률19.3%향후 자기자본이익률17.43%애널리스트 커버리지Good마지막 업데이트26 May 2026최근 향후 성장 업데이트분석 기사 • Aug 10Results: Welspun Corp Limited Beat Earnings Expectations And Analysts Now Have New ForecastsWelspun Corp Limited ( NSE:WELCORP ) last week reported its latest first-quarter results, which makes it a good time...Price Target Changed • Aug 09Price target increased by 8.3% to ₹708Up from ₹654, the current price target is an average from 3 analysts. New target price is 7.7% above last closing price of ₹658. Stock is up 100% over the past year. The company is forecast to post earnings per share of ₹36.33 for next year compared to ₹42.45 last year.분석 기사 • Feb 09Welspun Corp Limited Recorded A 11% Miss On Revenue: Analysts Are Revisiting Their ModelsWelspun Corp Limited ( NSE:WELCORP ) last week reported its latest quarterly results, which makes it a good time for...Price Target Changed • Feb 08Price target increased by 11% to ₹566Up from ₹512, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹578. Stock is up 188% over the past year. The company is forecast to post earnings per share of ₹39.27 for next year compared to ₹7.91 last year.Price Target Changed • Nov 16Price target increased to ₹288Up from ₹173, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹230. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₹8.20 for next year compared to ₹16.82 last year.Price Target Changed • Apr 27Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is 16% below last closing price of ₹207. Stock is up 40% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.모든 업데이트 보기Recent updates공시 • May 15Welspun Corp Limited to Report Q4, 2026 Results on May 21, 2026Welspun Corp Limited announced that they will report Q4, 2026 results on May 21, 2026공시 • Jan 21Welspun Corp Limited to Report Q3, 2026 Results on Jan 30, 2026Welspun Corp Limited announced that they will report Q3, 2026 results on Jan 30, 2026공시 • Oct 24Welspun Corp Limited to Report Q2, 2026 Results on Oct 30, 2025Welspun Corp Limited announced that they will report Q2, 2026 results on Oct 30, 2025공시 • Jul 24Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025. A cash consideration of INR 547 million will be paid by Nauyaan Tradings Private Limited. As part of consideration, INR 547 million is paid towards common equity of Nauyaan Shipyard Private Limited. The consideration is subject to subsequent adjustments for expenses to the account of Welspun Corp Limited and net current assets. Upon completion, Welspun Corp Limited will hold 6.1% in Nauyaan Shipyard Private Limited. For the period ending March 31, 2025, Nauyaan Shipyard Private Limited reported total revenue of INR 164.4 million. As of March 31, 2025, Nauyaan Shipyard Private Limited reported total common equity of INR 83.5 million. Nauyaan Tradings Private Limited completed the acquisition of 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025.공시 • Jul 23Welspun Corp Limited to Report Q1, 2026 Results on Jul 29, 2025Welspun Corp Limited announced that they will report Q1, 2026 results on Jul 29, 2025공시 • Jul 09Welspun Corp Limited, Annual General Meeting, Jul 31, 2025Welspun Corp Limited, Annual General Meeting, Jul 31, 2025, at 16:00 Indian Standard Time.공시 • May 23Welspun Corp Limited to Report Q4, 2025 Results on May 28, 2025Welspun Corp Limited announced that they will report Q4, 2025 results on May 28, 2025공시 • Apr 11Reliance Strategic Business Ventures Limited agreed to acquire an additional 10% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Reliance Strategic Business Ventures Limited agreed to acquire an additional 10% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on April 10, 2025. A cash consideration of INR 517.2 million and of INR 29.1 million will be paid by Reliance Strategic Business Ventures Limited. As part of consideration, INR 517.2 million is paid towards common equity and INR 29.1 million is paid towards non-convertible debt of Nauyaan Shipyard Private Limited. Upon completion, Reliance Strategic Business Ventures Limited will own 84% stake in Nauyaan Shipyard Private Limited. The transaction is subject to approval of merger agreement by the board of Welspun Corp Limited. The deal has been approved by the board of Welspun Corp Limited. The expected completion of the transaction is April 11, 2025.공시 • Mar 24Welspun Corp to Delist from CSEWelspun Corp. Limited's board approved voluntary delisting from CSE, citing no impact on investors as shares remain on BSE and NSE. Welspun Corp. Ltd. announced on March 21, 2025, that its board has approved the voluntary delisting of its equity shares from the Calcutta Stock Exchange (CSE). The decision was taken under Regulation 6 of the SEBI (Delisting of Equity Shares) Regulations, 2021, which does not mandate an exit opportunity for shareholders. As CSE lacks an active trading platform, investors will not require an exit opportunity. The company assured stakeholders that this move would not affect them, as Welspun Corp’s shares will continue to be listed on the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE), allowing nationwide trading access.공시 • Mar 19Top Business Groups Reportedly Line Up for JALJSW Steel Limited (BSE:500228), Dalmia Bharat Limited (NSEI:DALBHARAT), Jindal Power Limited, Vedanta Limited (NSEI:VEDL, GMR Energy Limited, Welspun Corp. Limited (BSE:532144) and Torrent Power Limited(NSEI:TORNTPOWER) are among the top business groups that have submitted expressions of interest (EoIs) for Jaiprakash Associates Limited (BSE:532532) (JAL), which will go under the hammer in a court-monitored insolvency proceeding, according to people aware of the matter. The Adani Group (Adani Enterprises Limited (BSE:512599)) is also expected to submit an EoI before the final deadline of March 25 as is another large Delhi-based industrial house, they said. Kotak Alternate Asset Managers Limited is also in the fray. The assets may be worth over $2 billion or INR 173.00 billion as per sources familiar with preliminary discussions on their valuation. The EoIs are the first stage in the bidding process as lenders look to find a new owner for JAL. Participants at the EoI stage may not necessarily submit bids, said the people cited. A National Company Law Tribunal (NCLT) bench last week instructed Bhuvan Madan, the company’s Deloitte-backed resolution professional, to invite resolution plans that would take into account all of JAL’s assets and not parts of the portfolio separately. The earlier plan had been to market the company in a piecemeal manner to potential buyers and invite interest for individual assets that were partitioned into separate clusters. That plan was struck down by NCLT. Dalmia Bharat, Jindal Power, Welspun, Torrent, Adani, GMR and Kotak Alternate Assets did not respond to ET’s queries. JSW, Vedanta and JAL’s resolution professional declined to comment.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹816, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 500% over the past three years.분석 기사 • Mar 08Welspun (NSE:WELCORP) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Feb 20Improved Earnings Required Before Welspun Corp Limited (NSE:WELCORP) Shares Find Their FeetWelspun Corp Limited's ( NSE:WELCORP ) price-to-earnings (or "P/E") ratio of 12.9x might make it look like a buy right...Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: ₹25.73 (vs ₹11.16 in 3Q 2024)Third quarter 2025 results: EPS: ₹25.73 (up from ₹11.16 in 3Q 2024). Revenue: ₹36.6b (down 23% from 3Q 2024). Net income: ₹6.75b (up 131% from 3Q 2024). Profit margin: 19% (up from 6.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 59% per year.공시 • Jan 28Welspun Corp Limited to Report Q3, 2025 Results on Feb 05, 2025Welspun Corp Limited announced that they will report Q3, 2025 results on Feb 05, 2025분석 기사 • Jan 10Does Welspun (NSE:WELCORP) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Nov 09Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ₹10.97 (down from ₹14.71 in 2Q 2024). Revenue: ₹33.6b (down 17% from 2Q 2024). Net income: ₹2.87b (down 25% from 2Q 2024). Profit margin: 8.5% (down from 9.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.공시 • Nov 08Welspun Corp Limited Announces Change of Company Secretary and Compliance OfficerThe Board pf Welspun Corp. Limited announced that based on the recommendation of Nomination and Remuneration Committee, approved the appointment of Mr. Kamal Rathi as Company Secretary, Compliance Officer and Nodal Officer of the Company with effect from November 08, 2024. Mr. Paras Shah resigned from the position of Interim Company Secretary, Compliance officer and Nodal officer of the Company with effect from November 08, 2024. Mr. Kamal Rathi is a professional with more than 20 years of experience in company secretary function. He is an Associate Member of the Institute of Company Secretaries of India (ICSI) and also holds a degree of Bachelor of Commerce and LLB. His expertise lies in corporate law, legal and governance, mergers and acquisitions. In the past, he had worked with large listed entities. During his past experience, as a part of secretarial and legal assignments, he has extensively worked on fund raising, mergers & acquisitions, due diligence, better governance and digitization of records.Board Change • Nov 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Ravindra Pandey was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Oct 31Welspun Corp Limited to Report Q2, 2025 Results on Nov 08, 2024Welspun Corp Limited announced that they will report Q2, 2025 results on Nov 08, 2024공시 • Oct 21Welspun Corp Limited Announces Retirement of Amita Misra as Independent DirectorWelspun Corp. Limited announced that Mrs. Amita Misra (DIN: 07942122) an independent director ceased to be a director due to retirement on completion of her term as an independent director with effect from close of business hours on October 21, 2024.공시 • Sep 27Welspun Corp Limited Declares Dividend for the Financial Year Ended March 31, 2024Welspun Corp. Limited at its AGM held on September 26, 2024, declared a dividend for the financial year ended March 31, 2024 @ INR 5 per share (subject to applicable tax) per equity share of face value of INR 5 each (that is 100%) on 262,224,895 equity shares aggregating to INR 1,311,124,475.분석 기사 • Sep 20We Ran A Stock Scan For Earnings Growth And Welspun (NSE:WELCORP) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Sep 07Return Trends At Welspun (NSE:WELCORP) Aren't AppealingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...공시 • Aug 29Welspun Corp Limited, Annual General Meeting, Sep 26, 2024Welspun Corp Limited, Annual General Meeting, Sep 26, 2024, at 15:30 Indian Standard Time.분석 기사 • Aug 10Results: Welspun Corp Limited Beat Earnings Expectations And Analysts Now Have New ForecastsWelspun Corp Limited ( NSE:WELCORP ) last week reported its latest first-quarter results, which makes it a good time...Price Target Changed • Aug 09Price target increased by 8.3% to ₹708Up from ₹654, the current price target is an average from 3 analysts. New target price is 7.7% above last closing price of ₹658. Stock is up 100% over the past year. The company is forecast to post earnings per share of ₹36.33 for next year compared to ₹42.45 last year.Reported Earnings • Aug 08First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹9.49 (up from ₹6.32 in 1Q 2024). Revenue: ₹31.8b (down 22% from 1Q 2024). Net income: ₹2.48b (up 50% from 1Q 2024). Profit margin: 7.8% (up from 4.1% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 28%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Aug 01Is Welspun (NSE:WELCORP) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Jul 31Welspun Corp Limited to Report Q1, 2025 Results on Aug 07, 2024Welspun Corp Limited announced that they will report Q1, 2025 results on Aug 07, 2024분석 기사 • Jul 05Welspun Corp Limited (NSE:WELCORP) Shares Fly 30% But Investors Aren't Buying For GrowthWelspun Corp Limited ( NSE:WELCORP ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Jun 17Welspun (NSE:WELCORP) Is Paying Out A Dividend Of ₹5.00The board of Welspun Corp Limited ( NSE:WELCORP ) has announced that it will pay a dividend of ₹5.00 per share on the...공시 • May 30Welspun Corp Limited Recommends Equity DividendThe board of directors of Welspun Corp. Limited at its meeting held on May 30, 2024, recommended an equity dividend at the rate of 100 % (i.e. INR 5/- per share) on 261,666,895 Equity Shares of INR 5/- each fully paid-up, aggregating to INR 1,308,33,475/-. Pursuant to Regulation 42 of SEBI (LODR) Regulations, 2015, that the Company has fixed June 28, 2024 as the "Record Date" for the purpose of determining the shareholders eligible for dividend, if any, approved by the shareholders of the Company at the upcoming Annual General Meeting. The dividend, if any, at the upcoming AGM, will be paid within 30 days to those Members whose name appear in the Register of Members of the Company and/or the Register of Beneficial Owners maintained by the Depositories as on the Record Date.공시 • May 25Welspun Corp Limited to Report Q4, 2024 Results on May 30, 2024Welspun Corp Limited announced that they will report Q4, 2024 results on May 30, 2024공시 • Apr 27Welspun Corp Limited Approves the Appointment of Paras Shah as Interim Company Secretary, Compliance Officer and Nodal OfficerWelspun Corp. Limited announced that Board of Directors of Company in its meeting held on April 26, 2024, based on the recommendation of Nomination and Remuneration Committee, approved appointment of Mr. Paras Shah as Interim Company Secretary, Compliance Officer and Nodal Officer of the Company designated as Assistant Company Secretary with effect from April 26, 2024. Mr. Shah is a Commerce and Law Graduate and a member of the Institute of Company Secretaries of India (ACS - 30357) and having more than 11 years of experience. He has been associated with Welspun Corp. Limited since 2022 and has also worked with Welspun Enterprises Limited from 24 July 2015 to 21 June 2020.분석 기사 • Mar 30Welspun Corp Limited's (NSE:WELCORP) Business And Shares Still Trailing The MarketWelspun Corp Limited's ( NSE:WELCORP ) price-to-earnings (or "P/E") ratio of 12.5x might make it look like a strong buy...Recent Insider Transactions • Mar 22Insider recently sold ₹3.6m worth of stockOn the 18th of March, Godfrey John sold around 7k shares on-market at roughly ₹509 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹243m. Insiders have been net sellers, collectively disposing of ₹289m more than they bought in the last 12 months.Recent Insider Transactions • Mar 12MD, CEO & Executive Director recently sold ₹243m worth of stockOn the 6th of March, Vipul Shiv Mathur sold around 450k shares on-market at roughly ₹540 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Vipul Shiv's only on-market trade for the last 12 months.분석 기사 • Feb 27We Ran A Stock Scan For Earnings Growth And Welspun (NSE:WELCORP) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Feb 09Welspun Corp Limited Recorded A 11% Miss On Revenue: Analysts Are Revisiting Their ModelsWelspun Corp Limited ( NSE:WELCORP ) last week reported its latest quarterly results, which makes it a good time for...Price Target Changed • Feb 08Price target increased by 11% to ₹566Up from ₹512, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹578. Stock is up 188% over the past year. The company is forecast to post earnings per share of ₹39.27 for next year compared to ₹7.91 last year.Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: ₹11.15 (vs ₹0.89 in 3Q 2023)Third quarter 2024 results: EPS: ₹11.15 (up from ₹0.89 in 3Q 2023). Revenue: ₹47.6b (up 98% from 3Q 2023). Net income: ₹2.92b (up ₹2.69b from 3Q 2023). Profit margin: 6.1% (up from 1.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 30Welspun Corp Limited to Report Q3, 2024 Results on Feb 06, 2024Welspun Corp Limited announced that they will report Q3, 2024 results on Feb 06, 2024분석 기사 • Dec 28Welspun Corp Limited's (NSE:WELCORP) Low P/E No Reason For ExcitementWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 30x, you may consider...Recent Insider Transactions • Dec 09Insider recently sold ₹5.5m worth of stockOn the 5th of December, Tribhuwan Kathayat sold around 10k shares on-market at roughly ₹554 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹40m more than they bought in the last 12 months.분석 기사 • Dec 06We Think Welspun (NSE:WELCORP) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Recent Insider Transactions • Nov 24Insider recently sold ₹5.5m worth of stockOn the 21st of November, Tribhuwan Kathayat sold around 10k shares on-market at roughly ₹548 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹11m. Insiders have been net sellers, collectively disposing of ₹34m more than they bought in the last 12 months.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹14.71 (vs ₹2.16 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹14.71 (up from ₹2.16 loss in 2Q 2023). Revenue: ₹41.6b (up 112% from 2Q 2023). Net income: ₹3.85b (up ₹4.41b from 2Q 2023). Profit margin: 9.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.공시 • Nov 01Welspun Corp Limited to Report Q2, 2024 Results on Nov 08, 2023Welspun Corp Limited announced that they will report Q2, 2024 results on Nov 08, 2023공시 • Sep 23Welspun Corp Limited Declares Dividend for the Financial Year Ended March 31, 2023Welspun Corp. Limited at its AGM held on September 22, 2023, declared a dividend for the financial year ended March 31, 2023 at the rate of INR 5 (subject to applicable tax) per equity share of face value of INR 5 each (i.e. 100%) on 261,529,395 equity shares aggregating to INR 1,307,646,975.Recent Insider Transactions • Sep 13Key Executive recently sold ₹11m worth of stockOn the 8th of September, Chintan Thaker sold around 30k shares on-market at roughly ₹363 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chintan has been a net seller over the last 12 months, reducing personal holdings by ₹26m.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹387, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 307% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹243 per share.분석 기사 • Sep 05Here's Why Welspun (NSE:WELCORP) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Aug 31Welspun Corp Limited, Annual General Meeting, Sep 22, 2023Welspun Corp Limited, Annual General Meeting, Sep 22, 2023, at 14:00 Indian Standard Time. Agenda: To receive, consider and adopt the audited standalone financial statements for the financial year ended March 31, 2023 and the reports of the Board of Directors' and the Auditor's thereon; to receive, consider and adopt the audited consolidated financial statements for the financial year ended March 31, 2023 and the reports of the Board of Directors' and the Auditor's thereon; to declare a dividend on Preference Shares for the financial year 2022-23; to declare a dividend on Equity Shares for the financial year 2022-23; and to consider other matters.Recent Insider Transactions • Aug 28Insider recently sold ₹1.3m worth of stockOn the 24th of August, Chintan Thaker sold around 4k shares on-market at roughly ₹323 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹7.0m. Insiders have been net sellers, collectively disposing of ₹36m more than they bought in the last 12 months.Recent Insider Transactions • Aug 18Insider recently sold ₹7.0m worth of stockOn the 9th of August, Chintan Thaker sold around 21k shares on-market at roughly ₹331 per share. This transaction amounted to 84% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹35m more than they bought in the last 12 months.분석 기사 • Aug 18Is There An Opportunity With Welspun Corp Limited's (NSE:WELCORP) 46% Undervaluation?Key Insights The projected fair value for Welspun is ₹589 based on 2 Stage Free Cash Flow to Equity Current share price...Reported Earnings • Aug 05First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: ₹6.32 (up from ₹0.16 in 1Q 2023). Revenue: ₹41.2b (up 212% from 1Q 2023). Net income: ₹1.65b (up ₹1.61b from 1Q 2023). Profit margin: 4.0% (up from 0.3% in 1Q 2023). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 46% per year, which means it is well ahead of earnings.공시 • Jul 29Welspun Corp Limited to Report Q1, 2024 Results on Aug 04, 2023Welspun Corp Limited announced that they will report Q1, 2024 results on Aug 04, 2023Recent Insider Transactions • Jun 14Insider recently sold ₹4.1m worth of stockOn the 7th of June, Tribhuwan Kathayat sold around 15k shares on-market at roughly ₹272 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹26m more than they bought in the last 12 months.Reported Earnings • Jun 01Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹7.91 (down from ₹16.82 in FY 2022). Revenue: ₹100.8b (up 55% from FY 2022). Net income: ₹2.07b (down 53% from FY 2022). Profit margin: 2.1% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.공시 • May 31Welspun Corp Limited Recommends DividendWelspun Corp. Limited at its board meeting held on May 30, 2023 recommended a dividend at the rate of 100% (INR 5 per share) on 261,529,395 Equity Shares of INR 5 each fully paid-up, aggregating to INR 1,307,646,975. Pursuant to Regulation 42 of SEBI Regulations, 2015, that the Company has fixed June 16, 2023 as the "Record Date" for the purpose of determining the shareholders eligible for dividend, if any, approved by the shareholders of the Company at the upcoming Annual General Meeting. The dividend, if any, approved at the upcoming AGM, will be paid within 30 days to those Members whose name appear in the Register of Members of the Company and/or the Register of Beneficial Owners maintained by the Depositories as on the Record Date.공시 • May 25Welspun Corp Limited to Report Q4, 2023 Results on May 30, 2023Welspun Corp Limited announced that they will report Q4, 2023 results on May 30, 2023분석 기사 • Mar 07Is Welspun (NSE:WELCORP) Weighed On By Its Debt Load?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...공시 • Feb 11Welspun Corp Limited Appoints Neeraj Kant as CEO - Steel VerticalWelspun Corp. Limited announced the appointment of Mr. Neeraj Kant to its Leadership Team. Mr. Neeraj Kant has joined as CEO - Steel Vertical to lead the business expansion in existing markets and in addition, to establish and develop the B2C segment. The product portfolio in the Steel Vertical consists of Ductile Iron Pipes, Pig Iron, TMT Bars, Billets and Direct Reduced Iron. Mr. Kant will report directly to the Managing Director and CEO of WCL, Mr. Vipul Mathur. Mr. Kant has over 37 years of extensive experience in the steel and steel products industry with three companies - SAIL, Tata Steel and The Indian Steel & Wire Products Ltd. (ISWP). Prior to joining WCL, he was the Managing Director of ISWP since 2013. He graduated from IIT, Kanpur in 1985 and completed his MBA from Edinburgh University Management School in 1996.Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹0.89 (vs ₹2.42 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.89 (down from ₹2.42 in 3Q 2022). Revenue: ₹24.0b (up 94% from 3Q 2022). Net income: ₹232.4m (down 63% from 3Q 2022). Profit margin: 1.0% (down from 5.1% in 3Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • Feb 04Welspun Corp Limited Appoints Manish Chokhani as Non Executive Independent DirectorThe board of directors of Welspun Corp. Limited meeting held on February 2, 2023, appointed Mr. Manish Chokhani as Non Executive Independent Director of the Company, with effect from February 2, 2023. Mr. Chokhani holds directorship in Laxmi Organic Industries Ltd., Quadrillion Capital Pvt. Ltd., Sears Securities and Investments Pvt. Ltd., Westlife Foodworld Ltd., Shoppers Stop Ltd., Auxilo Finserv Pvt. Ltd. and Landmark Cars Ltd. and is a partner in Quadrillion Advisors. As a highly respected financial expert, Mr. Chokhani's valuable experience will further strengthen the diverse skills on the Board. The company looks forward to benefit from his expertise to further expand its value creation initiatives. Appointed for a period of 4 years upto February 1, 2027, subject To Approve the shareholders of the Company, by means of a special resolution. Mr. Manish Chokhani, aged 56 years, is a member of the Institute of Chartered Accountants of India and holds MBA degree from the London Business School. Currently, Mr. Chokhani serves as an Independent Director on the boards of Westlife Development Limited (McDonalds), Shoppers Stop, Auxilo Finserve Pvt. Ltd., Laxmi Organic Industries Ltd. and Landmark Cars Limited. He also serves on the Governing body of Flame University. He had served as the Chairman of TPG Growth in India and as Senior Advisor to TPG Group. He had served as a member of the SEBI's Alternative Investment Promotion Advisory Committee and also was a Co-Chairman of the Capital Markets Committee at the IMC. Also, he was CEO of Enam Securities. In 2011, Mr. Chokhani led merger of USD 400 with Axis Bank to create Axis Capital Ltd. Mr. Chokhani is a member of the Young Presidents' organization. He has been a visiting faculty member at the IIM-Kozhikode and had served on the International Alumni Board and scholarship panels of the London Business School.공시 • Jan 26Welspun Corp Limited to Report Q3, 2023 Results on Feb 02, 2023Welspun Corp Limited announced that they will report Q3, 2023 results on Feb 02, 2023공시 • Jan 06Welspun Corp Limited Appoints Kumar Priyaranjan as Chief Human Resources OfficerWelspun Corp. Limited has appointed Mr. Kumar Priyaranjan as the Chief Human Resources Officer at WCL, effective from, January 04, 2023. Mr. Priyaranjan will be based out of the Head Office in Mumbai and will report to the Managing Director & CEO, Mr. Vipul Mathur. Mr. Priyaranjan is a science and law graduate with a PGD in Industrial Relations & Personnel Management. He has also pursued Strategic Human Resource Management at Ross School of Management, University of Michigan; and is an alumnus of IIM, Ahmedabad (MDP). Mr. Kumar is a seasoned professional, with over three decades of strategic HR & IR experience across multiple industries including hospitality, transport, pharmaceuticals, engineering, and consulting. He also has experience in managing diversity, driving sustainable people strategies, and has played a pivotal role in the growth of the organizations he has been associated with. WCL will benefit significantly from his diverse experience and wide-ranging exposure at this crucial stage of the company's growth, both organically and inorganically. Mr. Priyaranjan is not related to any Director or KMP of the Company.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹237, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Metals and Mining industry in India. Total returns to shareholders of 78% over the past three years.분석 기사 • Nov 29We Think Welspun (NSE:WELCORP) Has A Fair Chunk Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Nov 16Price target increased to ₹288Up from ₹173, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹230. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₹8.20 for next year compared to ₹16.82 last year.Reported Earnings • Nov 04Second quarter 2023 earnings released: ₹2.16 loss per share (vs ₹3.25 profit in 2Q 2022)Second quarter 2023 results: ₹2.16 loss per share (down from ₹3.25 profit in 2Q 2022). Revenue: ₹21.4b (up 69% from 2Q 2022). Net loss: ₹565.9m (down 167% from profit in 2Q 2022). Revenue is forecast to grow 46% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Recent Insider Transactions • Sep 23Insider recently sold ₹11m worth of stockOn the 20th of September, Tribhuwan Kathayat sold around 45k shares on-market at roughly ₹247 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹14m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹283, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in India. Total returns to shareholders of 135% over the past three years.Recent Insider Transactions • Sep 10Insider recently sold ₹1.7m worth of stockOn the 6th of September, Godfrey John sold around 7k shares on-market at roughly ₹249 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.4m more than they bought in the last 12 months.Recent Insider Transactions • Aug 26Insider recently sold ₹1.6m worth of stockOn the 18th of August, Godfrey John sold around 7k shares on-market at roughly ₹230 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Jul 10Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹16.82 (down from ₹29.85 in FY 2021). Revenue: ₹65.1b (down 9.1% from FY 2021). Net income: ₹4.39b (down 44% from FY 2021). Profit margin: 6.7% (down from 11% in FY 2021). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 53%, compared to a 1.9% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹223, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Metals and Mining industry in India. Total returns to shareholders of 70% over the past three years.분석 기사 • Jun 22Does Welspun (NSE:WELCORP) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • May 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹16.82 (down from ₹24.14 in FY 2021). Revenue: ₹63.3b (up 2.3% from FY 2021). Net income: ₹4.39b (down 30% from FY 2021). Profit margin: 6.9% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 6.9%, compared to a 6.8% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹169, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 39% over the past three years.Price Target Changed • Apr 27Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is 16% below last closing price of ₹207. Stock is up 40% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹181, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Metals and Mining industry in India. Total returns to shareholders of 35% over the past three years.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹156, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 60% over the past three years.Price Target Changed • Feb 13Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹173. Stock is up 41% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹190, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 39% over the past three years.이익 및 매출 성장 예측NSEI:WELCORP - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029301,20524,67415,47825,68133/31/2028263,48923,86114,34923,51363/31/2027214,71119,594-2,11417,55963/31/2026167,70116,1316,72132,043N/A12/31/2025163,82619,410N/AN/AN/A9/30/2025154,63621,631-5,5489,697N/A6/30/2025143,91820,104N/AN/AN/A3/31/2025139,77519,0816,51015,037N/A12/31/2024145,13714,783N/AN/AN/A9/30/2024156,49910,9551,6286,657N/A6/30/2024164,07611,932N/AN/AN/A3/31/2024173,39611,10410,07013,060N/A12/31/2023169,48610,779N/AN/AN/A9/30/2023146,0128,09213,09817,284N/A6/30/2023125,0563,680N/AN/AN/A3/31/202397,5812,067-13,793-1,851N/A12/31/202276,9902,069N/AN/AN/A9/30/202267,3852,295-21,777-6,989N/A6/30/202263,1683,487N/AN/AN/A3/31/202265,0514,388-7,6072,185N/A12/31/202155,1434,703N/AN/AN/A9/30/202155,8406,022-5,0191,037N/A6/30/202153,7486,695N/AN/AN/A3/31/202171,5267,7864,5517,745N/A12/31/202071,5725,454N/AN/AN/A9/30/202086,9125,84610,94412,281N/A6/30/202097,7066,057N/AN/AN/A3/31/202098,0786,7354,7326,481N/A12/31/201998,0864,082N/AN/AN/A9/30/201992,6262,311N/A6,200N/A6/30/201991,3801,411N/AN/AN/A3/31/201987,255682N/A6,233N/A12/31/201884,2211,309N/AN/AN/A9/30/201881,2311,673N/AN/AN/A6/30/201877,5521,503N/AN/AN/A3/31/201861,8121,810N/A9,814N/A12/31/201776,5002,362N/AN/AN/A9/30/201765,0701,659N/AN/AN/A6/30/201756,407905N/AN/AN/A3/31/201756,867264N/A4,025N/A12/31/201668,579399N/AN/AN/A9/30/201673,474969N/AN/AN/A6/30/201682,7612,187N/AN/AN/A3/31/201670,6231,518N/A3,543N/A12/31/201588,1103,482N/AN/AN/A9/30/201590,4862,788N/AN/AN/A6/30/201589,5771,829N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: WELCORP 의 연간 예상 수익 증가율(15.1%)이 saving rate(6.9%)보다 높습니다.수익 vs 시장: WELCORP 의 연간 수익(15.1%)이 Indian 시장(16.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: WELCORP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: WELCORP 의 수익(연간 19.3%)이 Indian 시장(연간 10.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: WELCORP 의 수익(연간 19.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: WELCORP의 자본 수익률은 3년 후 17.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 08:23종가2026/06/10 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Welspun Corp Limited는 21명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Sailesh Raja360 ONE Capital Market Private Limitednull null360 ONE Capital Market Private LimitedSanjaya SatapathyBofA Global Research18명의 분석가 더 보기
분석 기사 • Aug 10Results: Welspun Corp Limited Beat Earnings Expectations And Analysts Now Have New ForecastsWelspun Corp Limited ( NSE:WELCORP ) last week reported its latest first-quarter results, which makes it a good time...
Price Target Changed • Aug 09Price target increased by 8.3% to ₹708Up from ₹654, the current price target is an average from 3 analysts. New target price is 7.7% above last closing price of ₹658. Stock is up 100% over the past year. The company is forecast to post earnings per share of ₹36.33 for next year compared to ₹42.45 last year.
분석 기사 • Feb 09Welspun Corp Limited Recorded A 11% Miss On Revenue: Analysts Are Revisiting Their ModelsWelspun Corp Limited ( NSE:WELCORP ) last week reported its latest quarterly results, which makes it a good time for...
Price Target Changed • Feb 08Price target increased by 11% to ₹566Up from ₹512, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹578. Stock is up 188% over the past year. The company is forecast to post earnings per share of ₹39.27 for next year compared to ₹7.91 last year.
Price Target Changed • Nov 16Price target increased to ₹288Up from ₹173, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹230. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₹8.20 for next year compared to ₹16.82 last year.
Price Target Changed • Apr 27Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is 16% below last closing price of ₹207. Stock is up 40% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.
공시 • May 15Welspun Corp Limited to Report Q4, 2026 Results on May 21, 2026Welspun Corp Limited announced that they will report Q4, 2026 results on May 21, 2026
공시 • Jan 21Welspun Corp Limited to Report Q3, 2026 Results on Jan 30, 2026Welspun Corp Limited announced that they will report Q3, 2026 results on Jan 30, 2026
공시 • Oct 24Welspun Corp Limited to Report Q2, 2026 Results on Oct 30, 2025Welspun Corp Limited announced that they will report Q2, 2026 results on Oct 30, 2025
공시 • Jul 24Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Nauyaan Tradings Private Limited acquired 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025. A cash consideration of INR 547 million will be paid by Nauyaan Tradings Private Limited. As part of consideration, INR 547 million is paid towards common equity of Nauyaan Shipyard Private Limited. The consideration is subject to subsequent adjustments for expenses to the account of Welspun Corp Limited and net current assets. Upon completion, Welspun Corp Limited will hold 6.1% in Nauyaan Shipyard Private Limited. For the period ending March 31, 2025, Nauyaan Shipyard Private Limited reported total revenue of INR 164.4 million. As of March 31, 2025, Nauyaan Shipyard Private Limited reported total common equity of INR 83.5 million. Nauyaan Tradings Private Limited completed the acquisition of 9.90% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on July 23, 2025.
공시 • Jul 23Welspun Corp Limited to Report Q1, 2026 Results on Jul 29, 2025Welspun Corp Limited announced that they will report Q1, 2026 results on Jul 29, 2025
공시 • Jul 09Welspun Corp Limited, Annual General Meeting, Jul 31, 2025Welspun Corp Limited, Annual General Meeting, Jul 31, 2025, at 16:00 Indian Standard Time.
공시 • May 23Welspun Corp Limited to Report Q4, 2025 Results on May 28, 2025Welspun Corp Limited announced that they will report Q4, 2025 results on May 28, 2025
공시 • Apr 11Reliance Strategic Business Ventures Limited agreed to acquire an additional 10% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million.Reliance Strategic Business Ventures Limited agreed to acquire an additional 10% stake in Nauyaan Shipyard Private Limited from Welspun Corp Limited (BSE:532144) for approximately INR 550 million on April 10, 2025. A cash consideration of INR 517.2 million and of INR 29.1 million will be paid by Reliance Strategic Business Ventures Limited. As part of consideration, INR 517.2 million is paid towards common equity and INR 29.1 million is paid towards non-convertible debt of Nauyaan Shipyard Private Limited. Upon completion, Reliance Strategic Business Ventures Limited will own 84% stake in Nauyaan Shipyard Private Limited. The transaction is subject to approval of merger agreement by the board of Welspun Corp Limited. The deal has been approved by the board of Welspun Corp Limited. The expected completion of the transaction is April 11, 2025.
공시 • Mar 24Welspun Corp to Delist from CSEWelspun Corp. Limited's board approved voluntary delisting from CSE, citing no impact on investors as shares remain on BSE and NSE. Welspun Corp. Ltd. announced on March 21, 2025, that its board has approved the voluntary delisting of its equity shares from the Calcutta Stock Exchange (CSE). The decision was taken under Regulation 6 of the SEBI (Delisting of Equity Shares) Regulations, 2021, which does not mandate an exit opportunity for shareholders. As CSE lacks an active trading platform, investors will not require an exit opportunity. The company assured stakeholders that this move would not affect them, as Welspun Corp’s shares will continue to be listed on the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE), allowing nationwide trading access.
공시 • Mar 19Top Business Groups Reportedly Line Up for JALJSW Steel Limited (BSE:500228), Dalmia Bharat Limited (NSEI:DALBHARAT), Jindal Power Limited, Vedanta Limited (NSEI:VEDL, GMR Energy Limited, Welspun Corp. Limited (BSE:532144) and Torrent Power Limited(NSEI:TORNTPOWER) are among the top business groups that have submitted expressions of interest (EoIs) for Jaiprakash Associates Limited (BSE:532532) (JAL), which will go under the hammer in a court-monitored insolvency proceeding, according to people aware of the matter. The Adani Group (Adani Enterprises Limited (BSE:512599)) is also expected to submit an EoI before the final deadline of March 25 as is another large Delhi-based industrial house, they said. Kotak Alternate Asset Managers Limited is also in the fray. The assets may be worth over $2 billion or INR 173.00 billion as per sources familiar with preliminary discussions on their valuation. The EoIs are the first stage in the bidding process as lenders look to find a new owner for JAL. Participants at the EoI stage may not necessarily submit bids, said the people cited. A National Company Law Tribunal (NCLT) bench last week instructed Bhuvan Madan, the company’s Deloitte-backed resolution professional, to invite resolution plans that would take into account all of JAL’s assets and not parts of the portfolio separately. The earlier plan had been to market the company in a piecemeal manner to potential buyers and invite interest for individual assets that were partitioned into separate clusters. That plan was struck down by NCLT. Dalmia Bharat, Jindal Power, Welspun, Torrent, Adani, GMR and Kotak Alternate Assets did not respond to ET’s queries. JSW, Vedanta and JAL’s resolution professional declined to comment.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹816, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Metals and Mining industry in India. Total returns to shareholders of 500% over the past three years.
분석 기사 • Mar 08Welspun (NSE:WELCORP) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Feb 20Improved Earnings Required Before Welspun Corp Limited (NSE:WELCORP) Shares Find Their FeetWelspun Corp Limited's ( NSE:WELCORP ) price-to-earnings (or "P/E") ratio of 12.9x might make it look like a buy right...
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: ₹25.73 (vs ₹11.16 in 3Q 2024)Third quarter 2025 results: EPS: ₹25.73 (up from ₹11.16 in 3Q 2024). Revenue: ₹36.6b (down 23% from 3Q 2024). Net income: ₹6.75b (up 131% from 3Q 2024). Profit margin: 19% (up from 6.1% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 59% per year.
공시 • Jan 28Welspun Corp Limited to Report Q3, 2025 Results on Feb 05, 2025Welspun Corp Limited announced that they will report Q3, 2025 results on Feb 05, 2025
분석 기사 • Jan 10Does Welspun (NSE:WELCORP) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: ₹10.97 (down from ₹14.71 in 2Q 2024). Revenue: ₹33.6b (down 17% from 2Q 2024). Net income: ₹2.87b (down 25% from 2Q 2024). Profit margin: 8.5% (down from 9.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 48%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Nov 08Welspun Corp Limited Announces Change of Company Secretary and Compliance OfficerThe Board pf Welspun Corp. Limited announced that based on the recommendation of Nomination and Remuneration Committee, approved the appointment of Mr. Kamal Rathi as Company Secretary, Compliance Officer and Nodal Officer of the Company with effect from November 08, 2024. Mr. Paras Shah resigned from the position of Interim Company Secretary, Compliance officer and Nodal officer of the Company with effect from November 08, 2024. Mr. Kamal Rathi is a professional with more than 20 years of experience in company secretary function. He is an Associate Member of the Institute of Company Secretaries of India (ICSI) and also holds a degree of Bachelor of Commerce and LLB. His expertise lies in corporate law, legal and governance, mergers and acquisitions. In the past, he had worked with large listed entities. During his past experience, as a part of secretarial and legal assignments, he has extensively worked on fund raising, mergers & acquisitions, due diligence, better governance and digitization of records.
Board Change • Nov 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Ravindra Pandey was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Oct 31Welspun Corp Limited to Report Q2, 2025 Results on Nov 08, 2024Welspun Corp Limited announced that they will report Q2, 2025 results on Nov 08, 2024
공시 • Oct 21Welspun Corp Limited Announces Retirement of Amita Misra as Independent DirectorWelspun Corp. Limited announced that Mrs. Amita Misra (DIN: 07942122) an independent director ceased to be a director due to retirement on completion of her term as an independent director with effect from close of business hours on October 21, 2024.
공시 • Sep 27Welspun Corp Limited Declares Dividend for the Financial Year Ended March 31, 2024Welspun Corp. Limited at its AGM held on September 26, 2024, declared a dividend for the financial year ended March 31, 2024 @ INR 5 per share (subject to applicable tax) per equity share of face value of INR 5 each (that is 100%) on 262,224,895 equity shares aggregating to INR 1,311,124,475.
분석 기사 • Sep 20We Ran A Stock Scan For Earnings Growth And Welspun (NSE:WELCORP) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Sep 07Return Trends At Welspun (NSE:WELCORP) Aren't AppealingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
공시 • Aug 29Welspun Corp Limited, Annual General Meeting, Sep 26, 2024Welspun Corp Limited, Annual General Meeting, Sep 26, 2024, at 15:30 Indian Standard Time.
분석 기사 • Aug 10Results: Welspun Corp Limited Beat Earnings Expectations And Analysts Now Have New ForecastsWelspun Corp Limited ( NSE:WELCORP ) last week reported its latest first-quarter results, which makes it a good time...
Price Target Changed • Aug 09Price target increased by 8.3% to ₹708Up from ₹654, the current price target is an average from 3 analysts. New target price is 7.7% above last closing price of ₹658. Stock is up 100% over the past year. The company is forecast to post earnings per share of ₹36.33 for next year compared to ₹42.45 last year.
Reported Earnings • Aug 08First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹9.49 (up from ₹6.32 in 1Q 2024). Revenue: ₹31.8b (down 22% from 1Q 2024). Net income: ₹2.48b (up 50% from 1Q 2024). Profit margin: 7.8% (up from 4.1% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 28%. Earnings per share (EPS) exceeded analyst estimates by 5.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Aug 01Is Welspun (NSE:WELCORP) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Jul 31Welspun Corp Limited to Report Q1, 2025 Results on Aug 07, 2024Welspun Corp Limited announced that they will report Q1, 2025 results on Aug 07, 2024
분석 기사 • Jul 05Welspun Corp Limited (NSE:WELCORP) Shares Fly 30% But Investors Aren't Buying For GrowthWelspun Corp Limited ( NSE:WELCORP ) shareholders would be excited to see that the share price has had a great month...
분석 기사 • Jun 17Welspun (NSE:WELCORP) Is Paying Out A Dividend Of ₹5.00The board of Welspun Corp Limited ( NSE:WELCORP ) has announced that it will pay a dividend of ₹5.00 per share on the...
공시 • May 30Welspun Corp Limited Recommends Equity DividendThe board of directors of Welspun Corp. Limited at its meeting held on May 30, 2024, recommended an equity dividend at the rate of 100 % (i.e. INR 5/- per share) on 261,666,895 Equity Shares of INR 5/- each fully paid-up, aggregating to INR 1,308,33,475/-. Pursuant to Regulation 42 of SEBI (LODR) Regulations, 2015, that the Company has fixed June 28, 2024 as the "Record Date" for the purpose of determining the shareholders eligible for dividend, if any, approved by the shareholders of the Company at the upcoming Annual General Meeting. The dividend, if any, at the upcoming AGM, will be paid within 30 days to those Members whose name appear in the Register of Members of the Company and/or the Register of Beneficial Owners maintained by the Depositories as on the Record Date.
공시 • May 25Welspun Corp Limited to Report Q4, 2024 Results on May 30, 2024Welspun Corp Limited announced that they will report Q4, 2024 results on May 30, 2024
공시 • Apr 27Welspun Corp Limited Approves the Appointment of Paras Shah as Interim Company Secretary, Compliance Officer and Nodal OfficerWelspun Corp. Limited announced that Board of Directors of Company in its meeting held on April 26, 2024, based on the recommendation of Nomination and Remuneration Committee, approved appointment of Mr. Paras Shah as Interim Company Secretary, Compliance Officer and Nodal Officer of the Company designated as Assistant Company Secretary with effect from April 26, 2024. Mr. Shah is a Commerce and Law Graduate and a member of the Institute of Company Secretaries of India (ACS - 30357) and having more than 11 years of experience. He has been associated with Welspun Corp. Limited since 2022 and has also worked with Welspun Enterprises Limited from 24 July 2015 to 21 June 2020.
분석 기사 • Mar 30Welspun Corp Limited's (NSE:WELCORP) Business And Shares Still Trailing The MarketWelspun Corp Limited's ( NSE:WELCORP ) price-to-earnings (or "P/E") ratio of 12.5x might make it look like a strong buy...
Recent Insider Transactions • Mar 22Insider recently sold ₹3.6m worth of stockOn the 18th of March, Godfrey John sold around 7k shares on-market at roughly ₹509 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹243m. Insiders have been net sellers, collectively disposing of ₹289m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 12MD, CEO & Executive Director recently sold ₹243m worth of stockOn the 6th of March, Vipul Shiv Mathur sold around 450k shares on-market at roughly ₹540 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Vipul Shiv's only on-market trade for the last 12 months.
분석 기사 • Feb 27We Ran A Stock Scan For Earnings Growth And Welspun (NSE:WELCORP) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Feb 09Welspun Corp Limited Recorded A 11% Miss On Revenue: Analysts Are Revisiting Their ModelsWelspun Corp Limited ( NSE:WELCORP ) last week reported its latest quarterly results, which makes it a good time for...
Price Target Changed • Feb 08Price target increased by 11% to ₹566Up from ₹512, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of ₹578. Stock is up 188% over the past year. The company is forecast to post earnings per share of ₹39.27 for next year compared to ₹7.91 last year.
Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: ₹11.15 (vs ₹0.89 in 3Q 2023)Third quarter 2024 results: EPS: ₹11.15 (up from ₹0.89 in 3Q 2023). Revenue: ₹47.6b (up 98% from 3Q 2023). Net income: ₹2.92b (up ₹2.69b from 3Q 2023). Profit margin: 6.1% (up from 1.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 30Welspun Corp Limited to Report Q3, 2024 Results on Feb 06, 2024Welspun Corp Limited announced that they will report Q3, 2024 results on Feb 06, 2024
분석 기사 • Dec 28Welspun Corp Limited's (NSE:WELCORP) Low P/E No Reason For ExcitementWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 30x, you may consider...
Recent Insider Transactions • Dec 09Insider recently sold ₹5.5m worth of stockOn the 5th of December, Tribhuwan Kathayat sold around 10k shares on-market at roughly ₹554 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹40m more than they bought in the last 12 months.
분석 기사 • Dec 06We Think Welspun (NSE:WELCORP) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Recent Insider Transactions • Nov 24Insider recently sold ₹5.5m worth of stockOn the 21st of November, Tribhuwan Kathayat sold around 10k shares on-market at roughly ₹548 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹11m. Insiders have been net sellers, collectively disposing of ₹34m more than they bought in the last 12 months.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹14.71 (vs ₹2.16 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹14.71 (up from ₹2.16 loss in 2Q 2023). Revenue: ₹41.6b (up 112% from 2Q 2023). Net income: ₹3.85b (up ₹4.41b from 2Q 2023). Profit margin: 9.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.
공시 • Nov 01Welspun Corp Limited to Report Q2, 2024 Results on Nov 08, 2023Welspun Corp Limited announced that they will report Q2, 2024 results on Nov 08, 2023
공시 • Sep 23Welspun Corp Limited Declares Dividend for the Financial Year Ended March 31, 2023Welspun Corp. Limited at its AGM held on September 22, 2023, declared a dividend for the financial year ended March 31, 2023 at the rate of INR 5 (subject to applicable tax) per equity share of face value of INR 5 each (i.e. 100%) on 261,529,395 equity shares aggregating to INR 1,307,646,975.
Recent Insider Transactions • Sep 13Key Executive recently sold ₹11m worth of stockOn the 8th of September, Chintan Thaker sold around 30k shares on-market at roughly ₹363 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chintan has been a net seller over the last 12 months, reducing personal holdings by ₹26m.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹387, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 307% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹243 per share.
분석 기사 • Sep 05Here's Why Welspun (NSE:WELCORP) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Aug 31Welspun Corp Limited, Annual General Meeting, Sep 22, 2023Welspun Corp Limited, Annual General Meeting, Sep 22, 2023, at 14:00 Indian Standard Time. Agenda: To receive, consider and adopt the audited standalone financial statements for the financial year ended March 31, 2023 and the reports of the Board of Directors' and the Auditor's thereon; to receive, consider and adopt the audited consolidated financial statements for the financial year ended March 31, 2023 and the reports of the Board of Directors' and the Auditor's thereon; to declare a dividend on Preference Shares for the financial year 2022-23; to declare a dividend on Equity Shares for the financial year 2022-23; and to consider other matters.
Recent Insider Transactions • Aug 28Insider recently sold ₹1.3m worth of stockOn the 24th of August, Chintan Thaker sold around 4k shares on-market at roughly ₹323 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹7.0m. Insiders have been net sellers, collectively disposing of ₹36m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 18Insider recently sold ₹7.0m worth of stockOn the 9th of August, Chintan Thaker sold around 21k shares on-market at roughly ₹331 per share. This transaction amounted to 84% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹35m more than they bought in the last 12 months.
분석 기사 • Aug 18Is There An Opportunity With Welspun Corp Limited's (NSE:WELCORP) 46% Undervaluation?Key Insights The projected fair value for Welspun is ₹589 based on 2 Stage Free Cash Flow to Equity Current share price...
Reported Earnings • Aug 05First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: ₹6.32 (up from ₹0.16 in 1Q 2023). Revenue: ₹41.2b (up 212% from 1Q 2023). Net income: ₹1.65b (up ₹1.61b from 1Q 2023). Profit margin: 4.0% (up from 0.3% in 1Q 2023). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 46% per year, which means it is well ahead of earnings.
공시 • Jul 29Welspun Corp Limited to Report Q1, 2024 Results on Aug 04, 2023Welspun Corp Limited announced that they will report Q1, 2024 results on Aug 04, 2023
Recent Insider Transactions • Jun 14Insider recently sold ₹4.1m worth of stockOn the 7th of June, Tribhuwan Kathayat sold around 15k shares on-market at roughly ₹272 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹26m more than they bought in the last 12 months.
Reported Earnings • Jun 01Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹7.91 (down from ₹16.82 in FY 2022). Revenue: ₹100.8b (up 55% from FY 2022). Net income: ₹2.07b (down 53% from FY 2022). Profit margin: 2.1% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.
공시 • May 31Welspun Corp Limited Recommends DividendWelspun Corp. Limited at its board meeting held on May 30, 2023 recommended a dividend at the rate of 100% (INR 5 per share) on 261,529,395 Equity Shares of INR 5 each fully paid-up, aggregating to INR 1,307,646,975. Pursuant to Regulation 42 of SEBI Regulations, 2015, that the Company has fixed June 16, 2023 as the "Record Date" for the purpose of determining the shareholders eligible for dividend, if any, approved by the shareholders of the Company at the upcoming Annual General Meeting. The dividend, if any, approved at the upcoming AGM, will be paid within 30 days to those Members whose name appear in the Register of Members of the Company and/or the Register of Beneficial Owners maintained by the Depositories as on the Record Date.
공시 • May 25Welspun Corp Limited to Report Q4, 2023 Results on May 30, 2023Welspun Corp Limited announced that they will report Q4, 2023 results on May 30, 2023
분석 기사 • Mar 07Is Welspun (NSE:WELCORP) Weighed On By Its Debt Load?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
공시 • Feb 11Welspun Corp Limited Appoints Neeraj Kant as CEO - Steel VerticalWelspun Corp. Limited announced the appointment of Mr. Neeraj Kant to its Leadership Team. Mr. Neeraj Kant has joined as CEO - Steel Vertical to lead the business expansion in existing markets and in addition, to establish and develop the B2C segment. The product portfolio in the Steel Vertical consists of Ductile Iron Pipes, Pig Iron, TMT Bars, Billets and Direct Reduced Iron. Mr. Kant will report directly to the Managing Director and CEO of WCL, Mr. Vipul Mathur. Mr. Kant has over 37 years of extensive experience in the steel and steel products industry with three companies - SAIL, Tata Steel and The Indian Steel & Wire Products Ltd. (ISWP). Prior to joining WCL, he was the Managing Director of ISWP since 2013. He graduated from IIT, Kanpur in 1985 and completed his MBA from Edinburgh University Management School in 1996.
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹0.89 (vs ₹2.42 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.89 (down from ₹2.42 in 3Q 2022). Revenue: ₹24.0b (up 94% from 3Q 2022). Net income: ₹232.4m (down 63% from 3Q 2022). Profit margin: 1.0% (down from 5.1% in 3Q 2022). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Feb 04Welspun Corp Limited Appoints Manish Chokhani as Non Executive Independent DirectorThe board of directors of Welspun Corp. Limited meeting held on February 2, 2023, appointed Mr. Manish Chokhani as Non Executive Independent Director of the Company, with effect from February 2, 2023. Mr. Chokhani holds directorship in Laxmi Organic Industries Ltd., Quadrillion Capital Pvt. Ltd., Sears Securities and Investments Pvt. Ltd., Westlife Foodworld Ltd., Shoppers Stop Ltd., Auxilo Finserv Pvt. Ltd. and Landmark Cars Ltd. and is a partner in Quadrillion Advisors. As a highly respected financial expert, Mr. Chokhani's valuable experience will further strengthen the diverse skills on the Board. The company looks forward to benefit from his expertise to further expand its value creation initiatives. Appointed for a period of 4 years upto February 1, 2027, subject To Approve the shareholders of the Company, by means of a special resolution. Mr. Manish Chokhani, aged 56 years, is a member of the Institute of Chartered Accountants of India and holds MBA degree from the London Business School. Currently, Mr. Chokhani serves as an Independent Director on the boards of Westlife Development Limited (McDonalds), Shoppers Stop, Auxilo Finserve Pvt. Ltd., Laxmi Organic Industries Ltd. and Landmark Cars Limited. He also serves on the Governing body of Flame University. He had served as the Chairman of TPG Growth in India and as Senior Advisor to TPG Group. He had served as a member of the SEBI's Alternative Investment Promotion Advisory Committee and also was a Co-Chairman of the Capital Markets Committee at the IMC. Also, he was CEO of Enam Securities. In 2011, Mr. Chokhani led merger of USD 400 with Axis Bank to create Axis Capital Ltd. Mr. Chokhani is a member of the Young Presidents' organization. He has been a visiting faculty member at the IIM-Kozhikode and had served on the International Alumni Board and scholarship panels of the London Business School.
공시 • Jan 26Welspun Corp Limited to Report Q3, 2023 Results on Feb 02, 2023Welspun Corp Limited announced that they will report Q3, 2023 results on Feb 02, 2023
공시 • Jan 06Welspun Corp Limited Appoints Kumar Priyaranjan as Chief Human Resources OfficerWelspun Corp. Limited has appointed Mr. Kumar Priyaranjan as the Chief Human Resources Officer at WCL, effective from, January 04, 2023. Mr. Priyaranjan will be based out of the Head Office in Mumbai and will report to the Managing Director & CEO, Mr. Vipul Mathur. Mr. Priyaranjan is a science and law graduate with a PGD in Industrial Relations & Personnel Management. He has also pursued Strategic Human Resource Management at Ross School of Management, University of Michigan; and is an alumnus of IIM, Ahmedabad (MDP). Mr. Kumar is a seasoned professional, with over three decades of strategic HR & IR experience across multiple industries including hospitality, transport, pharmaceuticals, engineering, and consulting. He also has experience in managing diversity, driving sustainable people strategies, and has played a pivotal role in the growth of the organizations he has been associated with. WCL will benefit significantly from his diverse experience and wide-ranging exposure at this crucial stage of the company's growth, both organically and inorganically. Mr. Priyaranjan is not related to any Director or KMP of the Company.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹237, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 9x in the Metals and Mining industry in India. Total returns to shareholders of 78% over the past three years.
분석 기사 • Nov 29We Think Welspun (NSE:WELCORP) Has A Fair Chunk Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Nov 16Price target increased to ₹288Up from ₹173, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹230. Stock is up 44% over the past year. The company is forecast to post earnings per share of ₹8.20 for next year compared to ₹16.82 last year.
Reported Earnings • Nov 04Second quarter 2023 earnings released: ₹2.16 loss per share (vs ₹3.25 profit in 2Q 2022)Second quarter 2023 results: ₹2.16 loss per share (down from ₹3.25 profit in 2Q 2022). Revenue: ₹21.4b (up 69% from 2Q 2022). Net loss: ₹565.9m (down 167% from profit in 2Q 2022). Revenue is forecast to grow 46% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Sep 23Insider recently sold ₹11m worth of stockOn the 20th of September, Tribhuwan Kathayat sold around 45k shares on-market at roughly ₹247 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹14m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹283, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in India. Total returns to shareholders of 135% over the past three years.
Recent Insider Transactions • Sep 10Insider recently sold ₹1.7m worth of stockOn the 6th of September, Godfrey John sold around 7k shares on-market at roughly ₹249 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹3.4m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 26Insider recently sold ₹1.6m worth of stockOn the 18th of August, Godfrey John sold around 7k shares on-market at roughly ₹230 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Jul 10Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹16.82 (down from ₹29.85 in FY 2021). Revenue: ₹65.1b (down 9.1% from FY 2021). Net income: ₹4.39b (down 44% from FY 2021). Profit margin: 6.7% (down from 11% in FY 2021). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 53%, compared to a 1.9% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹223, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 6x in the Metals and Mining industry in India. Total returns to shareholders of 70% over the past three years.
분석 기사 • Jun 22Does Welspun (NSE:WELCORP) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹16.82 (down from ₹24.14 in FY 2021). Revenue: ₹63.3b (up 2.3% from FY 2021). Net income: ₹4.39b (down 30% from FY 2021). Profit margin: 6.9% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 6.9%, compared to a 6.8% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹169, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 39% over the past three years.
Price Target Changed • Apr 27Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is 16% below last closing price of ₹207. Stock is up 40% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹181, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 8x in the Metals and Mining industry in India. Total returns to shareholders of 35% over the past three years.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹156, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 60% over the past three years.
Price Target Changed • Feb 13Price target increased to ₹173Up from ₹154, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹173. Stock is up 41% over the past year. The company is forecast to post earnings per share of ₹12.90 for next year compared to ₹24.14 last year.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹190, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 7x in the Metals and Mining industry in India. Total returns to shareholders of 39% over the past three years.