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Earnings Call

Ganesha Ecosphere Earnings Call: Key Takeaways

Ganesha Ecosphere concluded FY26 on a high note, leveraging R-PET regulatory clarity to offset legacy business volatility caused by geopolitical supply chain disruptions.

Highlights
Revenue growthQ4 revenue grew 12.25% QoQ; FY26 performance remains at par YoY.
MarginsConsolidated EBITDA margin improved to 12.35% in Q4 from 8.6% QoQ.
Demand visibilityStrong R-PET demand following MOEF mandatory recycled plastic usage targets.
Management confidenceCautiously optimistic on R-PET; defensive regarding standalone textile segment volatility.

Growth

Q4 consolidated revenue rose 12.25% QoQ to ₹423.94cr, driven by improved demand and liquidation of inventory.

Outlook

Targeting FY27 EBITDA of ₹225-250cr with a long-term revenue CAGR of 20%+.

Risks

Geopolitical conflicts spiking feedstock prices (Pet scrap) and weakening demand for man-made fibers in the standalone business.

Source

Earnings Call filed with BSE, NSE: GANECOS. Summary written with AI assistance from the document.

Read the document ↗

Ganesha Ecosphere Ltd: key numbers

Share price
₹1,028.60
Market cap
₹2,756 Cr
Revenue (annual)
₹1,482 Cr
Net profit (annual)
₹38.21 Cr
P/E (TTM)
48.8×Sector 55.7×
Promoter holding
39.33%+0.00% QoQ
FII holding
10.38%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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