Welspun Living

The domestic business showed exceptional performance in the final quarter of the first year of this target, growing at 29.2% YoY. (1 exceeded across 1 tracked commitment)

The company has significantly reduced hazardous waste to landfill from 66.1 MT in FY25 to 17.2 MT in Q3 FY26, moving toward the zero target. (1 in progress, 2 exceeded across 3 tracked commitments)

Branded businesses are showing resilience, with the domestic B2C segment growing 16% and the overall branded portfolio contributing 18% of total revenue. (5 expanding)

The company is evolving its cost moat by shifting toward renewable energy, aiming for 100% renewable power by 2030 to improve long-term cost competitiveness. (1 expanding)

The India-UK FTA is a new trend providing a 'catalytic opportunity' to level the playing field against competitors like Pakistan and Bangladesh. (1 new trend, 4 steady across 5 signals)

The company is accelerating its expansion into the 'sleep ecosystem' with a new pillow manufacturing facility in Nevada to serve the US West Coast, complementing its existing Ohio plant. (4 accelerating, 1 steady across 5 signals, 1 leading indicator)

The risk remains high as Q1 FY26 saw a further 11.6% YoY decline in total income to ₹22,895 mn, driven by tariff headwinds and cautious retailer buying patterns. (2 intensifying, 1 stable, 1 high-severity)

EBITDA margins have continued to deteriorate, falling to 11.1% in Q1 FY26 from 15.2% in Q1 FY25, primarily due to operating deleverage from lower sales volumes. (4 intensifying, 1 easing, 3 high-severity)