Welspun Specialty Solutions Limited has notified BSE Limited that the transcript of its Q4 FY26 earnings conference call is now publicly accessible. The filing, dated May 8, 2026, was submitted to the Listing Department of BSE Limited in accordance with regulatory requirements under Regulation 30.

Conference Call Transcript Now Available

The conference call was held on May 4, 2026, and covered the audited financial results for the quarter and financial year ended March 31, 2026. This disclosure follows earlier communications from the company dated April 28, 2026 and April 30, 2026, which had previously informed the exchange about the scheduled call.

The transcript has been made available on the company's official website at www.welspunspecialty.com under the Investors → Notice → Others section. A direct link to the document has also been provided as part of the regulatory filing.

Filing Details

The key details of the regulatory disclosure are summarised below:

The filing was signed by Dipti Modi, Company Secretary & Compliance Officer of Welspun Specialty Solutions Limited, and digitally authenticated on May 8, 2026.

Company Details

Welspun Specialty Solutions Limited is headquartered at Welspun House, 5th Floor, Kamala City, Senapati Bapat Marg, Lower Parel (West), Mumbai 400 013, India. The company's registered address and works are located at Plot No. 1, GIDC Industrial Estate, Valia Road, Dist. Bharuch, Jhagadia, Gujarat - 393110, India.

Welspun Specialty Solutions Limited has announced its audited financial results for FY26, showcasing a remarkable turnaround with significant profitability improvement. The Board of Directors approved these results at their meeting held on April 30, 2026, along with the appointment of a new Company Secretary and released a comprehensive investor presentation detailing the company's performance. Following regulatory requirements, the company published newspaper advertisements for its Q4FY26 results under Regulation 33 on May 1, 2026.

Financial Performance Highlights

The company demonstrated strong financial recovery with substantial year-over-year improvements across key metrics:

Quarterly Performance Analysis

The Q4FY26 results published in newspaper advertisements show continued momentum with strong quarterly performance:

Business Performance and Growth

The company achieved significant operational milestones during FY26, adding 43 new customers and demonstrating strong volume growth across product categories:

Key Management Appointment

The Board approved the appointment of Ms. Dipti Modi as Company Secretary & Compliance Officer effective April 30, 2026. Ms. Modi brings over 14 years of experience in corporate secretarial, legal, and compliance functions, including 2.5 years with Welspun Corp Limited and over 5 years with Emkay Global Financial Services Limited.

Regulatory Compliance and Publication

Following the board meeting, the company fulfilled its regulatory obligations by publishing newspaper advertisements for its audited financial results. The advertisements were published on May 1, 2026, in Financial Express (English) and Financial Express (Gujarati), ensuring compliance with Regulation 33 of SEBI listing requirements.

Product Development and Certifications

The company achieved several key accreditations and product developments during FY26, strengthening its market position in specialized stainless steel manufacturing:

ESG and Sustainability Initiatives

The company made significant progress in environmental sustainability, with renewable electricity proportion increasing from 31% in FY25 to 58% during FY26, reaching over 70% in Q4FY26. Emission intensity reduced from 1.06 t.CO2e/MT of bloom production in FY25 to 0.69 t.CO2e/MT in FY26 due to operational efficiency and higher proportion of renewable energy.

Financial Position and Operations

The company's balance sheet reflects improved financial health with total assets of ₹87,090 lakhs as of March 31, 2026, compared to ₹72,786 lakhs in the previous year. Total equity increased to ₹45,654 lakhs from ₹43,437 lakhs, demonstrating strengthened capital position. The company operates as India's only fully integrated facility from steel making to finished tubes, manufacturing stainless steel bars and pipes across 126 acres in Bharuch, Gujarat.