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Deepali Kumari

Arihant Capital Markets Limited
WELSPUNLIV

Welspun Living Limited

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Welspun Living Limited CC-Aug26.pdf
13 Aug 2026
Open call
  1. Thank you for the opportunity. I have couple of questions. Your EBITDA margin stood at 12.5%. Given your normalized target of 15%, what are the key levers required to bridge this 250 basis points gap? Is it purely operating levers or further mix optimizati on? And does this guidance factor in potential site cost spike due to ongoing West Asia conflict?

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  2. Okay. And with the medium-term aspiration to move your non -EU revenue mix from 41% to 50%, so what specific geographic region you are expecting to contribute for this mix?

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  3. Okay. And one more thing, global B2B business, others for this quarter grew more than your global branded business. So are we prioritizing private label partnership over our own branded portfolio in the current environment?

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