Welspun Enterprises Limited , a prominent infrastructure development company, has announced significant changes in its senior management structure alongside robust financial results for the second quarter of fiscal year 2026.

Management Restructuring

The company's Board of Directors, in a meeting held on November 11, 2025, approved several key changes in senior management roles:

• Asim Chakraborty will transition from his current position as CEO of the Transportation Vertical to a new role as Executive Director, Senior Managerial Personnel (SMP).
• Abhishek Chaudhary, currently serving as the Chief Executive Officer (CEO) and Key Managerial Personnel (KMP), will assume the role of CEO - Transportation Vertical, SMP, continuing to report to the Managing Director.
• Hardik Dhebar, presently the Chief Financial Officer (CFO) of subsidiary Welspun Michigan Engineers Limited (WMEL), will take on additional responsibilities. He will lead the Investor Relations function and be re-designated as President - Finance & Accounts of Welspun Enterprises, while retaining his CFO role at WMEL.

These changes, effective November 11, 2025, aim to strengthen the company's leadership structure and enhance its operational efficiency.

Q2 FY26 Financial Highlights

Welspun Enterprises has reported impressive financial results for the quarter ended September 30, 2025:

• Consolidated revenue from operations stood at ₹783.92 crores.
• EBITDA reached ₹192.00 crores, marking a significant 28% year-on-year growth.
• EBITDA margin improved to 23.9%, up from 17.9% in the same quarter last year.
• Profit after tax (PAT) increased by 59% year-on-year to ₹98.00 crores.

Segment Performance

The company's performance across its key segments for Q2 FY26 was as follows:

Order Book and Future Outlook

Welspun Enterprises' consolidated order book stands at approximately ₹15,600 crores as of September 30, 2025, providing strong growth visibility. The company has also secured a Letter of Award for constructing a 910 MLD Water Treatment Plant at Panjrapur, Maharashtra, valued at ₹3,145 crores.

Sandeep Garg, Managing Director of Welspun Enterprises Limited, commented on the results: "We continue to sustain strong growth momentum, delivering a 17% year-on-year rise in EBITDA and achieving a record-high consolidated EBITDA margin of 23.9% in Q2 FY26. We remain on track to meet our annual revenue guidance of ₹4,000 Crores at a consolidated level."

The company's focus on its 3G strategy - Growth, Governance, and Green - continues to drive its performance and future prospects in the infrastructure sector.

Conclusion

Welspun Enterprises' management restructuring and strong financial performance demonstrate the company's commitment to enhancing its leadership capabilities and delivering value to stakeholders. With a robust order book and strategic initiatives in place, the company appears well-positioned for continued growth in the infrastructure development sector.

Welspun Enterprises Limited (WEL) has reported a robust financial performance for the second quarter, with a significant increase in net profit and improved EBITDA margin.

Financial Highlights

• Net Profit: WEL's consolidated net profit for Q2 rose to 879 million rupees, marking a 25% increase from 701 million rupees in the same period last year.
• EBITDA: The company's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) decreased slightly to 1.2 billion rupees from 1.3 billion rupees year-over-year.
• EBITDA Margin: Despite the decrease in absolute EBITDA, the EBITDA margin improved significantly to 22% compared to 15.61% in the previous year, indicating enhanced operational efficiency.

Segment Performance

Welspun Enterprises operates across three main segments:

1. Transport: This segment generated revenue of 357.23 crore rupees in Q2, with a segment result of 94.58 crore rupees.
2. Water: The water segment contributed 211.70 crore rupees to the revenue, with a segment result of 59.24 crore rupees.
3. Tunneling and Rehabilitation: This segment showed strong performance with revenue of 214.99 crore rupees and a segment result of 44.34 crore rupees.

Financial Position

As of September 30, Welspun Enterprises reported:

• Total Assets: 6,387.37 crore rupees
• Total Equity: 2,870.06 crore rupees
• Net Worth: 2,500.81 crore rupees

Key Financial Ratios

Management Commentary

Sandeep Garg, Managing Director of Welspun Enterprises, commented on the results: "We are pleased with our Q2 performance, which demonstrates our ability to enhance profitability and operational efficiency. The significant improvement in our EBITDA margin reflects our focus on cost management and project execution. While we saw a slight decrease in absolute EBITDA, our strategic initiatives have resulted in a substantial increase in net profit, positioning us well for sustained growth."

Future Outlook

Welspun Enterprises continues to focus on its core segments of Transport, Water, and Tunneling & Rehabilitation. The company's order book and ongoing projects in these sectors provide visibility for future growth. The management remains optimistic about capitalizing on infrastructure development opportunities in India.

Investor Information

The company has announced that it will participate in the Welspun World Investor Day on November 13, hosted by B&K-A 360 ONE Company and Emkay Global Financial Services Limited. This event will provide an opportunity for investors to engage with the management and gain further insights into the company's performance and strategies.

Welspun Enterprises' strong Q2 results, particularly the improved profitability and margins, reflect the company's resilience and strategic focus in the infrastructure sector. As the company continues to execute its order book and explore new opportunities, investors will be keenly watching its performance in the coming quarters.