GANESHCPBSEGanesh Consumer Products LtdMediumNeutral
Announced Fri, 22 May · 23:03 IST

Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

GANESHCP · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-4.8%1-day move
₹208.00
prior close
₹209.21
base price
After-mkt
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+0.9+1.3+2.7+1.5-4.8-5.6-6.9-4.6+3.4+1.0-1.9-7.5-18.3
Up moveDown movePending
AI summary

Ganesh Consumer Products reported FY26 revenue of ₹8,714 million (up 2.5% YoY) with EBITDA at ₹856 million, expanding margins by 121 bps to 9.8%. PAT grew 19.6% to ₹424 million, with dividend of ₹5 per share (48% payout). Q4 PAT surged 108.5% YoY despite marginal revenue decline. The company achieved negative net debt of ₹643 million with a 23-day cash conversion cycle. Spices category grew 19% YoY while e-commerce contributed 14% of B2C revenue. IPO was successfully completed in September 2025. Management highlighted margin expansion driven by strategic procurement and portfolio mix, viewing these as durable levers. Brand ambassador Ravindra Jadeja was appointed for Sattu portfolio. The company operates 7 manufacturing facilities with 1,466 MT/day capacity across 1,000+ distributors and 3.5 lakh+ retail outlets.

Likely market impact

Strong margin expansion and negative net debt position indicate improving financial health and balance sheet strength. The modest revenue growth of 2.5% suggests focus on profitability over volume in a competitive staples market. The dividend payout and clean balance sheet may attract investors seeking quality consumer staples with steady cash generation.