Welspun Corp Stock Price - ₹2,641.60 | Industrial Products

Welspun Corp is surging nearly 5% today primarily after Jefferies initiated coverage with a Buy rating, projecting 17% volume CAGR and 32–33% earnings growth through FY29. This institutional endorsement builds on a robust fundamental backdrop, including a record ₹25,750 crore order book, a massive ₹17,200 crore US energy order, and Q1 FY27 net profits that doubled year-over-year. The rally is further supported by recent expansion news, such as a ₹1,500 crore pipe manufacturing partnership in Jordan, and strong tailwinds from the US LNG infrastructure boom.

9h ago

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Company insights, generated from the most recent coverage.

Promoter group sold 2.27% stake via block deal, reducing holding to 47.46%; market absorbed supply overhang given strong fundamentals.
Jefferies initiates coverage with BUY, projecting 17% volume CAGR and 32-33% EBITDA/EPS CAGR through FY29, driven by US and Saudi bets.
Local production in Jordan eliminates high logistics costs for large-diameter pipes, offering margin upside vs. Indian exports.
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The Quarter story

The two most recent quarterly results, compared side-by-side.

Welspun Corp delivers record profitability and strong cash generation, though select segment volumes face seasonal and cyclical headwinds.

EBITDA grows from ₹560 in Q1 FY26 to ₹756 in Q1 FY27, signaling strong operational profitability.

Sintex plumber count plummets from 86,679 in Q2 FY26 to 86 in Q1 FY27, signaling severe network contraction.

PAT surges from ₹350 in Q1 FY26 to ₹1,046 in Q1 FY27, reflecting record bottom-line expansion.

Stainless steel sales volume declines from 8.25 MT in Q1 FY26 to 6.3 MT in Q1 FY27, indicating weakening demand.

Finance cost falls from ₹63 in Q1 FY26 to ₹45 in Q1 FY27, showing improved debt management.

Line pipes sales volume eases from 182 MT in Q1 FY26 to 193 MT in Q1 FY27, reflecting a cyclical slowdown.

EPS jumps from ₹13.3 in Q1 FY26 to ₹39.7 in Q1 FY27, delivering exceptional shareholder returns.

DI pipes sales volume slips from 65 MT in Q1 FY26 to 69 MT in Q1 FY27, pointing to seasonal demand dips.

Revenue from operations rises from ₹3,587 in Q1 FY26 to ₹4,081 in Q1 FY27, maintaining stable top-line performance.

TMT rebars volume drops from 40 MT in Q1 FY26 to 47 MT in Q1 FY27, showing a seasonal pullback.

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In the news

BNP Paribas Turns Bullish on Power Stocks with Up to 57% Upside

Welspun Corp shares jump 6% on Jefferies Buy rating, ₹3,250 target

Iron & steel stocks surge 200%+ in FY27 amid strong order inflows

Major Block Deals Worth ₹8,500+ Crore Change Hands Today

Welspun Corp: Record High After ₹1,433 Cr Block Deal & $1.8B Order

Sensex ends flat at 77,541, Nifty at 24,252; Welspun surges 23.4% weekly

Welspun Corp's US Expansion: The $1.8 Billion Order That Changed Everything

Four stocks surge up to 13% on ₹18,000+ crore order wins

Welspun Corp shares surge 4% to record high on $1.8B order win

Indian Steel Pipe Makers Eye West Asia Growth Amid Energy Shift

Market Experts' Stock Picks: Buy BEL, Welspun Corp, Avoid Cochin Shipyard

Welspun Corp secures ₹960 cr US pipe order, order book hits record

Welspun Corp profit jumps 199% to ₹1,046 cr, invests ₹26,000 in GGBS

Welspun Corp shares surge 4% on ₹1,400 cr oil & gas order

Welspun Corp, Oracle Financial hit 52-week highs amid mixed market

Welspun Corp stock surges 111% from February low, hits ₹1,500

Welspun Corp hits 52-week high on US LNG boom, Saudi expansion

Welspun Corp & DDEL Capitalize on AI Data Center Boom

Welspun Corp sells 4.5% Saudi stake for ₹650+ crore

Welspun Corp surges 3.63% for third straight session

Welspun Corp

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