A Strong Q2 For Welspun Corp | Geopolitical Situation Uncertain; Better To Be Conservative, Says Co
CNBC-TV18 · 30 Oct 2026 · 12 min
Management interview of Welspun Corp Ltd (WELCORP), with 5 key numbers discussed.
- Vipul Mathur, MD & CEO, Welspun Corp Ltd
Welspun Corp is keeping its guidance conservative due to dynamic geopolitical risks and severe supply chain disruptions impacting logistics and freight costs. The US business continues to see strong EBITDA performance backed by a favorable product mix. In contrast, domestic execution in India remains sluggish, particularly in the water segment, though exports provide some relief. Middle East expansions in Saudi Arabia face supply chain challenges, while the company plans a Jordan joint venture targeting 200,000-250,000 tonnes of business within 18 months.