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Earnings Call

Organic Recycling Systems Earnings Call: Key Takeaways

ORSL reported robust FY26 performance, transitioning from environmental engineering to a comprehensive CleanTech platform. Strategic focus on Build-Own-Operate (BOO) models and R&D-led high-margin verticals like green chemicals and carbon capture.

Why this was an Alfa AlertNot a filter event. Management confirmed achieving guided PAT of ₹25 crore for FY26, not a material beat.
Highlights
Revenue growth117% YoY for FY26; 30% guidance for FY27.
MarginsEBITDA margin 20.91% in H2FY26; impacted by expansion phase costs.
Order book₹100 Cr (FY26); Pipeline of ₹200-300 Cr.
Demand visibilityStrong; backed by SATAT scheme and PSU offtake contracts.
Management confidenceHigh; citing strong project pipeline and strategic shift.

Growth

FY26 revenue surged 117.14% YoY to ₹1,050.75 Mn; PAT grew 60.56% to ₹250.81 Mn.

Outlook

Guided ~30% YoY revenue growth for FY27. Transitioning to IP-led revenue model and expanding BOO projects.

Risks

EBITDA margins moderated by 1,700 bps in H2FY26 due to higher stock-in-trade purchases during expansion.

Source

Earnings Call filed with BSE, BSE: 543997. Summary written with AI assistance from the document.

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Organic Recycling Systems Ltd: key numbers

Share price
₹197.45
Market cap
₹308.0 Cr
Revenue (annual)
₹105.1 Cr
Net profit (annual)
₹25.08 Cr
P/E (TTM)
12.3×Sector 25.1×
Promoter holding
15.07%
FII holding
0.00%Current quarter

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

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18:52 IST BSE
Annual General Meeting

Organic Recycling Systems Annual General Meeting

Organic Recycling Systems Limited issued a notice for its Annual General Meeting scheduled for September 30, 2026, to discuss financial statements and director re-appointment.

17:34 IST BSE
Management Change

Organic Recycling Systems Management Change

Organic Recycling Systems' CEO Yashas Bhand ceased with immediate effect. Mrs. Janaki Sarang Bhand was appointed as Director, necessitating a corrigendum to the AGM notice.

08:40 IST BSE
New Order Win

Organic Recycling Systems Bags ₹92.41 Cr Order from Bharat Petroleum Corporation Limited

Organic Recycling Systems Ltd's subsidiary SBESPL secured a ₹92.41 Crore EPCOM contract from Bharat Petroleum Corporation Limited for a CBG plant in Kozhikode, Kerala.

Value
₹92.41 Cr
From
Bharat Petroleum Corporation Limited
Execution
15 months for EPC, 5 years for O&M
CBG processing capacity
5.0 TPD
08:35 IST BSE
New Order Win

Organic Recycling Systems Bags ₹167.3 Cr Order from Bharat Petroleum Corporation Limited

Organic Recycling Systems' subsidiary won two EPCOM contracts from BPCL for CBG plants in Mysore and Raipur, totaling ₹167.3 Crore.

Value
₹167.3 Cr
From
Bharat Petroleum Corporation Limited (BPCL)
Execution
15 months construction plus 5 years O&M
CBG processing capacity
9.8 TPD
18:12 IST BSE
Annual General Meeting

Organic Recycling Systems Annual General Meeting

Organic Recycling Systems Ltd scheduled its 18th AGM for September 30, 2026. The meeting includes a resolution for a preferential issue of shares worth ₹16.10 Crore.

Value
₹16.10 Cr
17:55 IST BSE
Other Announcement

Organic Recycling Systems Other Announcement

Organic Recycling Systems notifies shareholders of its 18th Annual General Meeting on September 30, 2026, and provides access to the FY 2025-26 Annual Report.