GANECOSNSEGanesha Ecosphere LimitedMediumNeutral
Announced Thu, 21 May · 20:21 IST

Ganesha Ecosphere Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

GANECOS · price

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Price reaction · full curve 14 horizons · vs prior close
-12.6%1-day move
₹1068.90
prior close
₹1088.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.5-3.1-1.4-1.4-12.6-10.6-9.3-13.7-14.4-12.9-13.4-13.9+11.9
Up moveDown movePending
AI summary

Ganesha Ecosphere reported Q4FY26 consolidated revenue of ₹423.9 crore, up 18.7% sequentially and 23% year-on-year. EBITDA surged 70% QoQ to ₹52.4 crore with margins recovering to 12.4% from 8.6% in Q3. PAT jumped 389% QoQ to ₹23.2 crore. However, full-year FY26 performance was weak: revenue grew marginally to ₹1,481.7 crore while EBITDA dropped 33% to ₹141.7 crore with margins contracting to 9.6% from 14.4% in FY25. PAT fell 63% to ₹38.2 crore. Management noted sequential recovery driven by better standalone performance (105% capacity utilization) and Warangal operations reaching 67% utilization. The company commissioned a 22,500-ton brownfield rPET expansion at Warangal with ramp-up expected by Q2FY27, and plans to reach ~1 lakh tons capacity by FY27-end. MOEFCC's mandatory recycled plastics notification and rPET adoption increase provide long-term demand visibility.

Likely market impact

Despite a weak FY26 overall, Q4 showed strong operational recovery suggesting margin improvement may be underway. The company's expansion plans and government recycling mandates support future growth, but investors should note the significant full-year profit decline and margin pressure.