Welspun Corp Limited is primarily engaged in manufacturing and distributing steel pipes and products, serving sectors like oil & gas and water transmission. The company maintains a record-high order book at Rs. 23,500 crore, providing significant revenue visibility for upcoming periods, especially in the American market.

Welspun has achieved its highest-ever quarterly EBITDA of Rs. 626 crore, showing consistent growth over six quarters with improving margins. Despite investing Rs. 950 crore in CAPEX during H1 FY '26, it maintains a net cash position, exemplifying strong financial management.

The company is expanding its presence in the U.S. with significant new contracts, including a $715 million order linked to burgeoning data center demands reliant on natural gas pipelines.

Welspun's strategic foresight includes substantial capacity expansions in the U.S. and Saudi Arabia, positioning itself to leverage favorable macro trends in energy and infrastructure drives-by.

A sharp focus on long-term growth is evident, with Welspun anticipating transformational opportunities across its core markets, leveraging its industry leadership to capture incremental industrial demand.