Welspun Specialty Solutions Ltd (WELSPLSOL) Fair Value & Analysis
Basic Materials · IN · Market cap ₹34.7B
Strengths
Risks
Fair value as of: Aug 13, 2026
From 23 valuation models · updated 8 days ago
Fair value updated Aug 13, 2026, revised from ₹6.84 to ₹5.82 (−14.9%) since Jul 6, 2026.
Below-average quality, and screening another 89% overvalued on our models.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (₹7.27). The favourable scenario is already priced in.
- Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range ₹11.15 – ₹60.41 · fair‑value band ₹4.36 – ₹7.27 · the ₹51.42 price screens above the ₹5.82 fair value. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Welspun Specialty Solutions Ltd (WELSPLSOL) currently trades at ₹51.42, while our model-based Fair Value estimate is ₹5.82, implying the stock looks roughly 88.7% overvalued today. The Quality Score stands at 45/100 (below-average 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 Ltd 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 Aug 13, 2026
Our scenario range runs from ₹4.36 (bear case) to ₹7.27 (bull case); at ₹51.42, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 72% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -22% fair-value upside, at -89%, WELSPLSOL screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 23 models by family
Widest divergence: DCF Models (₹19.59) versus Asset-Based (₹4.62). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 50 · Market factors (momentum, volatility) 81
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
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.
Full company description
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 1980 and is based in Mumbai, India. Welspun Specialty Solutions Limited operates as a subsidiary of Welspun Corp Limited.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Welspun Specialty Solutions Ltd reported revenue of ₹8.7B in FY2026 versus ₹1.6B in FY2022, a compound +53.8%/yr. Reported net income was ₹227M in FY2026.
WELSPLSOL screens 89% overvalued. Compare with JSW Steel Limited →
Peer Group
Steel · 388 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Steel median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Steel stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| JSW Steel Limited JSWSTEEL | ₹1,296 | ₹1,119 | -14% |
| Tata Steel Limited TATASTEEL | ₹186.20 | ₹145.39 | -22% |
| POSCO Holdings 005490 | 325,000 KRW | 155,270 KRW | -52% |
| Companhia Siderúrgica Nacional, SID | 11,230 ARS | 16,076 ARS | +43% |
| Jindal Steel & Power Limited JINDALSTEL | ₹1,114 | ₹429.44 | -61% |
| Lloyds Metals and Energy Limited LLOYDSME | ₹1,891 | ₹793.69 | -58% |
| Gerdau S.A GGBN | 83.50 MXN | 39.22 MXN | -53% |
| Ternium S.A TXR | 17,780 ARS | 27,472 ARS | +55% |
| NMDC Limited NMDC | ₹84.35 | ₹116.23 | +38% |
| Jindal Stainless Limited JSL | ₹735.40 | ₹552.30 | -25% |
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Frequently asked questions
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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.
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