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Welspun Specialty Solutions Limited (WELSPLSOL) Fair Value & Analysis

Basic Materials · IN · Market cap ₹34.7B

WS Welspun Specialty Solutions Limited WELSPLSOL · BSE
Price₹52.44
Fair Value₹6.84
Upside-87.0%
Quality60/100
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Evidence: High Range ₹5.13 – ₹8.55

Fair value as of: Jul 6, 2026

From 23 valuation models · updated today

Share price +1.6% over the past month.

Price vs Fair Value (12 months)

₹60.41 ₹30.50 Fair Value ₹6.84 Jul 2025 Jul 2026

12‑month range ₹30.50 – ₹60.41 · fair‑value band ₹5.13 – ₹8.55 · the ₹52.44 price screens above the ₹6.84 fair value. As of Jul 6, 2026.

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Analysis

Welspun Specialty Solutions Limited (WELSPLSOL) currently trades at ₹52.44, while our model-based Fair Value estimate is ₹6.84 — implying the stock looks roughly 87.0% overvalued today. We read business quality at 60/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Welspun Specialty Solutions Limited generated revenue of ₹8.9B at a net margin of 2.6%. Revenue grew 9.8% year over year. It earns a return on equity of 5.1%. Net debt stands at ₹238M. Fundamentals as of Jul 6, 2026

Our scenario range runs from ₹5.13 (bear case) to ₹8.55 (bull case); at ₹52.44, the current price sits above that range. The share trades about 17% below its 52-week high and 76% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -55% fair-value upside — at -87%, WELSPLSOL screens richer than that median.

Key figures & financial health

Revenue (TTM) ₹8.9B
Revenue growth (YoY) +9.8%
Net margin 2.6%
Return on equity 5.1%
Free cash flow ₹672M FY2026
P/E ratio 154.2
More key figures
Operating margin -4.4%
EPS (TTM) ₹0.3400
EPS growth (YoY) -19.7%
Net debt ₹238M FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 6, 2026. TTM = trailing twelve months.

About the company

Welspun Specialty Solutions Limited manufactures and sells steel and steel products in India and internationally. The company offers billets, ingots, black bars, tubes, pipes, blooms, and hollow profiles of tube or pipe fittings; hot-rolled and cold-rolled steel products; and round bars and corner squares. It also provides hot and cold finished hollow, tubes, and pipes; annealed, spheroidised annealed, normalized, and soft annealed heat treated products; and peeled and polished bright bars. Its products are used in aerospace, automotive, diary, machine building, pharmaceutical, shipbuilding/marine, architecture, consumer goods, energy, nuclear power, petrochemical, waste incineration, agriculture, engineering, railways, oil and gas, power, defense, aviation, chemical, and fertilizer sectors. The company was formerly known as RMG Alloy Steel Limited and changed its name to Welspun Specialty Solutions Limited in August 2019. Welspun Specialty Solutions Limited was incorporated in …

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Welspun Specialty Solutions Limited reported revenue of ₹8.7B in FY2026 versus ₹1.6B in FY2022, a compound +53.8%/yr. Reported net income was ₹227M in FY2026.

Revenue +53.8%/yr
FY22 ₹1.6B
FY23 ₹4.1B
FY24 ₹6.8B
FY25 ₹7.1B
FY26 ₹8.7B
Net income
FY22 −₹324M
FY23 −₹137M
FY24 ₹625M
FY25 −₹40.9M
FY26 ₹227M

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Cite: Fair Value Calculator (2026). "Welspun Specialty Solutions Limited Fair Value". https://www.fairvalue-calculator.com/stock/WELSPLSOL

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10 more Steel stocks, each showing price versus our Fair Value estimate (as of Jul 6, 2026).

Stock Price Fair Value vs Fair Value
Tata Steel Limited TTST $0.2110 $0.0100 -95%
Nucor Corporation N1UE34 R$108.76 R$33.45 -69%
ArcelorMittal S.A ARMT34 R$163.20 R$15.38 -91%
JSW Steel Limited JSWSTEEL ₹1,282 ₹1,113 -13%
POSCO Holdings 005490 346,500 KRW 155,270 KRW -55%
Baoshan Iron & Steel Co 600019 ¥5.74 ¥7.78 +36%
Inner Mongolia Baotou Steel Union Co 600010 ¥2.52 ¥0.3400 -87%
Companhia Siderúrgica Nacional, SID 13,670 ARS 3,280 ARS -76%
Jindal Steel Limited JINDALSTEL ₹1,132 ₹516.27 -54%
Lloyds Metals and Energy Limited LLOYDSME ₹1,704 ₹1,099 -36%

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Frequently asked questions

Is Welspun Specialty Solutions Limited (WELSPLSOL) undervalued?
As of Jul 6, 2026, our model estimates a fair value of ₹6.84 versus a price of ₹52.44 — about −87% (overvalued). Model-based estimate, not financial advice.
What is the fair value of WELSPLSOL?
Our model-based fair value for Welspun Specialty Solutions Limited is ₹6.84 (as of Jul 6, 2026), built from audited fundamentals. The current price is ₹52.44.
What is the quality score of WELSPLSOL?
Welspun Specialty Solutions Limited has a Quality Score of 60/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Welspun Specialty Solutions Limited (WELSPLSOL)?
Welspun Specialty Solutions Limited reported trailing-twelve-month revenue of about ₹8.9B (latest available figure, as of Jul 6, 2026).
What is the net profit margin of WELSPLSOL?
The net profit margin of Welspun Specialty Solutions Limited is about 2.6%, meaning it keeps roughly 2.6% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.