Stockrabit · Analysts
Questions across 1 call

Raj S. Vyas

TM Investment Technologies Private Limited

Welspun Living Limited

Welspun Living Limited CC-Mar25.pdf · 2025-05-29
I just wanted to understand, like you have mentioned that the demand scenario was not that great in Q4 because of this tariff implications, right? But we have also seen that we have got a 90-day pause that itself speaks that 90 days reflect 1 quarter. So how are things panning right now at the moment? Is the demand improving or it's a little bit the same that you have discussed that it's not as per the mark?
And if in case as many -- as we are expecting that in the coming few days, we will see India U.S. free trade deal also happening, right? So if it happens, then where do we see like the numbers going ahead? Because you have already mentioned, I guess, INR15,000 crores in the north and 15% to 16% of EBITDA, right? So this was like for which period that you spoke about?