Ganesha Ecosphere Limited has informed the Exchange about General Updates
GANECOS · price
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Awaiting price reaction for this filing.
Ganesha Ecosphere reported a weak Q1FY26 with consolidated revenue at INR 337.1 Cr (nearly flat YoY, down ~2% QoQ) and EBITDA plunging to INR 36.3 Cr from INR 51.1 Cr in Q4FY25, with margins compressing sharply to 10.8% from 14.8%. Profit after tax nearly halved to INR 10.8 Cr (from INR 23.8 Cr QoQ), hit by abnormally high raw material costs of INR 56–57/kg during April-May 2025. Standalone performance was even weaker, with EBITDA margin falling to 4.2% (from 9.6%) and gross margin dropping to 30% (from 36%), alongside capacity utilization sliding to 95% from 99%. Management is realigning the portfolio toward high-margin value-added rPET products (targeting 65% of revenue vs 40% currently) and plans to add 90,000 MTPA of rPET granules capacity, backed by capex of roughly INR 1,450 Cr.
Sharp margin contraction and a near-halving of quarterly profits signal a tough quarter for shareholders, though the long-term shift toward value-added rPET products and rising export share (now 12% of revenue) could support recovery if input costs normalize.