Welspun India - most vertically integrated textile co

Stocks marred in Controversies?
223

Hi,

are you guys still holding this stock? It seems to be stuck
@ranvir

224

I exited due to availibility of better options, but I guess until the B2B demand from US retailers doesn’t improve or some FTA with UK / EU go through (since Indian mfrs don’t really have any noticeable wallet share for UK / EU players), there won’t be significant re-rating.

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225

As per this latest news…There may be more orders for India Textile companies…

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226

image

  • Current order book is in excess of ₹15,000 cr, demand for next 2-3 yrs remains strong.

  • India DI plant is booked for next 5 quarters

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