Investor Presentation Welspun Living Limited
H o m e T e x t i l e | A d v a n c e T e x t i l e | F l o o r i n g
APRIL 2024
NSE/BSE: WELSPUNLIV
Bloomberg: WLSI:IN
Reuters: WLSP.NS
Inside this Presentation
Welspun Group | 03 |
Welspun Living | 04 |
Market Opportunity | 13 |
Welspun 2.0 | 18 |
Brands | 21 |
Advanced Textile | 28 |
Flooring Solution | 29 |
Innovation | 31 |
Digitalization | 32 |
ESG | 34 |
Robust Financial Performance | 38 |
Prudent Capital Allocation Strategy | 43 |
Investment Rationale | 46 |
2
Global Conglomerate
The USD 3 Bn Welspun Group is one of India's fastest growing global conglomerates with business interests in Line Pipes, Home Textiles, Infrastructure, Steel, Advanced Textiles, Warehousing and Flooring solutions.
The group has a strong foothold in | |
50+ countries and its clientele | |
includes Fortune 500 companies. | |
USD 3.6Bn | USD 1.8Bn |
Revenue | Net Fixed Assets |
30,000+ | 9 |
Workforce | Manufacturing |
Facilities in India, | |
USA, and Saudi | |
Arabia. |
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Global leader in Home Textiles | Amongst world's largest Line-Pipemanufacturers |
Robust portfolio of Roads & Water Infra projects | Integrated Grade-AWarehousing Solutions |
3
Welspun Living - Who are we?
WELSPUN LIVING - GLOBAL HOME TEXTILES LEADER
Multipronged | |
E-Commerce | |
Strategy to | |
accelerate | |
growth & capture | |
Diversified Brand & License Portfolio | larger share of the |
fast-growing market |
Strong Emerging
Businesses:
ESG Focused
organization with well-defined principles, roadmap and targets
A certified |
woman owned |
Welspun Living Ltd (WLL),
part of $3.6 bn Welspun Group, is a global leader in the Home Textiles landscape. With a strong global distribution network and world- class vertically-integrated manufacturing facilities located in India, Welspun is strategic partners with top global retailers.
WLL is differentiated
- Flooring Solutions disrupting the world of flooring
- Advanced Textiles dealing with innovative product applications
Thought leader
Tamper-proof Blockchain platform for state-of-the- art transparency for All Fibers & All Product Categories
business |
with >25% women in a 24,000+ strong workforce
by its strategy based on Branding, Innovation and Sustainability.
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5
STRONG GLOBAL PRESENCE
KEY CUSTOMER PARTNERSHIP
North America | UK & Europe | India |
ROW | |
Over50 | IKEA |
Countries | |
Presence | |
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360 degrees capabilities from Farm to Shelf
6. Environment, | 1. Consumer |
Social, | Research & |
Governance | Innovation |
(ESG) |
5. Sales & | 3600 Value Chain | 2. Integrated |
Management | ||
Marketing | ||
Manufacturing | ||
Support | ||
4. Digital | 3. SCM & |
& Analytics | Warehousing |
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- Well Researched Innovative Offerings backed by deep Consumer understanding
- Vertically integrated facilities with seamless connectivity to Global Supply chains
- Global Distribution footprint
- Digital Transformation across the organization
- Strengthening Brand portfolio & Omni-channel capabilities
- Socially Responsible, Sustainability Focused
7
Vertically Integrated presence with Significant Capabilities
Particulars | UOM | Annual Capacity |
Bath Linen | MT | 90,000 |
Bed Linen | Mn mtrs | 108 | ||||||||
Home Textile Rugs & Carpets | Mn sq mtrs | 12 | ||||||||
Advanced Textile | ||||||||||
Spunlace | MT | 27,729 | ||||||||
Needle Punch | MT | 3,026 | ||||||||
Wet Wipes | Mn Packs | 100 | ||||||||
Particulars | UOM | Annual Capacity | ||||||||
Flooring | Installed | Effective | ||||||||
Solutions | ||||||||||
Flooring | Mn sq mtrs | 27 | 18 | |||||||
New Capex
- Jacquard & Fashion Towel: Brownfield investment of ₹326 crore at Anjar, increasing towel capacity by 6400 MTPA to 96400 MTPA
- Pillow Factory: Greenfield investment of US $12.5 mln to set up a fully automated pillow mfg unit at Ohio, USA of annual capacity of 6.7 mln pillows, tapping near shore opportunities.
Watch Welspun Manufacturing
Facility Tour
8
ENHANCING CAPACITY; TAPPING OPPORTUNITY
JACQUARD TOWEL FACILITY
BROWNFIELD
Location | Anjar |
Additional Capacity | 6400 MTPA |
Additional Revenue Potential - FY 26 | ₹ 400 cr |
Operational | 1st November |
2024 | |
- Increased Market penetration in Beach & Fashion Category
- Category Expansion in Kitchen and Bath robes to offer one stop solution
o Beach & Fashion Towels US Market - $3 bn
PILLOW
GREENFIELD
Location | Ohio (USA) |
New Capacity | 6.7 Mn Pillows |
Revenue Potential - FY 27 | US $ 50 Mn |
Operational | 30th September |
2024 | |
- 2nd most sold category after bath towels under Home Textile
- 250 Mn units sold in 2022 est.
- US Market Sales roughly $2.8 Bn in 2022
- Projected growth to $ 3.6 Bn by 2026
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o Tapping nearshoring opportunities
9
AWARDS & RECOGNITION
Feathrs in our cap
Welspun Living Limited has been | Won "Supplier of the year" |
certified as a Great Place to Work! | |
award 2023 from JYSK | |
Won GOLD Vision Awards in LACP's AR | Honored with Federation of |
Indian Export Org. (FIEO) Export | |
Competition for FY23 | Excellence Award |
Best Managed Company by Deloitte - won in 2 years in a row
Platinum Award by Apex India
Foundation Award'23 for Excellence
in Corporate Ethics in textile sector
Ms. Dipali Goenka | Ms. Dipali Goenka featured |
featured among the list | amongst the most influential |
of 2024 CNBC's | women 2024 by Business |
Changemakers: Women | World under Industry |
transforming business | Captains Category |
Brand Welspun wins Prestigious Brand of Asia award (textile) out of 50 brands selected from various domains
WLL as the 'Most Preferred Workplace of 2023-24' by Team Marksmen Network
Highest Exports 2010- 2021
Platinum award for Highest global exports. Winning for 11 years in a row
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and many more… | 10 |
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Welspun India Limited published this content on 25 April 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 25 April 2024 14:42:03 UTC.