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Earnings Call

Ganesha Ecosphere Earnings Call: Key Takeaways

Q4FY26 earnings call highlighting consolidated revenue of ₹423.94cr, EBITDA of ₹52.35cr (12.35% margin), and a sharp recovery in rPET demand following MoEF regulatory clarity.

Why this was an Alfa AlertNot a filter event. Financials recovered from a weak 9M but did not beat stated guidance by >10%.
Highlights
Revenue growth18.7% QoQ; 23.1% YoY for Q4.
MarginsConsolidated EBITDA margin improved to 12.35% from 8.6% QoQ.
Order bookGood commitments from global/national brands for FY27.
Demand visibilityStrong for rPET granules; mandatory usage mandate cleared uncertainty.
Management confidenceHigh on rPET demand due to mandatory recycling targets.

Growth

Q4 revenue grew 18.7% QoQ; consolidated PAT at ₹23.21cr surged 388% QoQ.

Outlook

Targeting 20%+ CAGR; expanding Warangal rPET capacity to 1 lakh tonnes by FY27; dropped Odisha project.

Risks

Geopolitical tensions affecting feedstock prices, global supply chain disruptions impacting textile demand and standalone margins.

Source

Earnings Call filed with NSE, 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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