ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | Revenue growth flat QoQ; YoY revenue increased by 18.4%. |
|---|---|
| Margins | EBITDA margins improved to 14.1% from 12.4% QoQ. |
| Demand visibility | Strong rPET demand due to 40-50% mandatory recycling mandates. |
| Management confidence | Confident, specifically regarding regulatory tailwinds and rPET demand expansion. |
Growth
Consolidated PAT up 25.1% QoQ; standalone textile volumes fell 13.4% due to pricing volatility and soft demand.
Outlook
Targeting 25% market share by 2030; full capacity ramp-up to 100,000 MT expected by FY27.
Risks
Standalone volume degrowth, FSSAI audit delays, and high crude-linked price volatility remain key triggers.
Last quarter's promises, checked
Delivered
- Implementation of mandatory rPET usage → Commenced April '25 (= BEAT)
- FSSAI licenses for new recyclers → Licenses provided (= BEAT)
- Conversion of equity warrants → INR 104 Cr infused in July (= BEAT)
Partly delivered
- Warangal expansion (22,500 tons) → Operational as per schedule (= PARTIAL)
- EPR shortfall compliance → Draft allows 3-year carryforward (= PARTIAL)
Missed
- Legacy business production levels → 95% vs 99% previous quarter (= MISS)
- rPET production/sale volume → Dropped by 25% QoQ (= MISS)
- Raw material cost ratio → Swelled to 70% vs 64% previous (= MISS)
Earnings Call Transcript filed with BSE, NSE: GANECOS. Summary written with AI assistance from the document.
Ganesha Ecosphere Ltd: key numbers
- Share price
- ₹880.60
- Market cap
- ₹2,360 Cr
- Revenue (annual)
- ₹1,482 Cr
- Net profit (annual)
- ₹38.21 Cr
- P/E (TTM)
- 27.7×Sector 48.2×
- Promoter holding
- 39.33%+0.00% QoQ
- FII holding
- 10.71%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ganesha Ecosphere Ltd
All →Ganesha Ecosphere Earnings Call Transcript: Key Takeaways
Management reported healthy growth despite a significant fire at the Warangal facility. R-PET demand remains strong due to government mandates, offsetting volatility in raw material and finished product prices.
Ganesha Ecosphere Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue ₹513.0 Cr (+41% YoY), EBITDA ₹60.7 Cr at 11.8% margin, PAT ₹28.1 Cr. H1 PAT ₹57.1 Cr. Standalone PAT ₹14.5 Cr.
Ganesha Ecosphere Business Update
Ganesha Ecosphere's board approved shifting its recycled polyester fibre line from Kanpur Dehat to Temra. The company expects no adverse impact; transition takes six months.
- Execution
- Within the next six months
Ganesha Ecosphere Q2 FY27 Results: Turns Profitable, Net Profit ₹28.1 Cr
Ganesha Ecosphere Ltd reported revenue from operations of ₹512.9 Cr (+41.1% YoY) and net profit of ₹28.1 Cr for Q2 FY27.
- Key figure
- Net profit ₹28.1 Cr
Ganesha Ecosphere Board Meeting Date
Ganesha Ecosphere schedules a 31 October 2026 board meeting for unaudited quarterly and half-yearly results. Trading window closed from 01 October until 48 hours after results.
Ganesha Ecosphere Other Announcement
Ganesha Ecosphere Ltd has submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, in compliance with SEBI Listing Regulations.