Ganesha Ecosphere Limited has informed the Exchange about Transcript
GANECOS · price
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Awaiting price reaction for this filing.
Ganesha Ecosphere reported its first-ever Rs. 200 crore EBITDA and Rs. 100 crore PAT in FY25, with consolidated revenue of Rs. 1,465 crores (up 30.5%) and PAT of Rs. 103 crores (up 154%). EBITDA margins improved to 14.4% from 12.3%, supported by stabilization of the Warangal plant's food-grade rPET granules. However, Q4 FY25 was weak on a sequential basis — revenue fell 13% QoQ to Rs. 344 crores and PAT dropped 20% QoQ to Rs. 24 crores, hit by soaring scrap bottle prices and muted offtake in the legacy rPSF business. Management revised FY26 revenue guidance downward to Rs. 1,700–1,750 crores (from earlier Rs. 1,800–1,900 crores) and flagged 'painful' next 2–3 quarters for the legacy business. The Rs. 725 crore capex plan over 2 years is fully funded, with Warangal brownfield expansion due by December 2025 and full revenue impact from FY27–28, targeting Rs. 2,600–2,700 crores.
Mixed near-term: Q4 weakness and a downward revision in FY26 guidance are negatives, but record FY25 numbers, a sustainable margin profile, EPR-led demand, and a funded expansion roadmap are positives. Expect short-term stock reaction to be cautious given legacy business pressure.