• Ahmedabad order win: Welspun Enterprises secured a ₹350 crore sewer rehabilitation order from the Ahmedabad Municipal Corporation, with project execution expected to begin in the next couple of months at an EBITDA margin of 20% to 24%.
• FY27 growth guidance: Management reiterated its FY27 revenue growth guidance of 10% to 20% and expressed confidence in meeting its full-year order inflow target of ₹8,000 to ₹10,000 crore.
• Water segment execution: Collection delays on the UP Jal Jeevan Mission project are easing, with the company expecting to complete the majority of the project's work within the current financial year.
• Overall margin guidance: The company maintained its guidance for operating margins of 18% plus, supported by strong first-quarter margins and stable project profitability.