In accordance with Regulation 30 of SEBI (LODR) Regulations, 2015, please find enclosed a copy of Investor Presentation
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Organic Recycling Systems has filed its FY26 Investor Presentation. FY26 revenue more than doubled to ₹1,050.75 Mn (up 117% YoY), with PAT rising 61% to ₹250.81 Mn, meeting the management's ₹25 crore PAT guidance. However, EBITDA margins contracted sharply to 28.82% in FY26 from 43.22% in FY25, and more sharply in H2FY26 to 20.91% from 37.91%, due to higher stock-in-trade purchases during expansion. Cash flow from operations turned positive at ₹185.84 Mn versus a ₹99.55 Mn outflow last year. Management is guiding for ~30% YoY revenue growth in FY27 and is transitioning from EPC to a Build-Own-Operate (BOO) model with a ₹500–600 Cr project pipeline, alongside forays into green chemicals, catalysts, and carbon capture (CCU). The company also disclosed the acquisition of an industrial associate to strengthen its green chemicals vertical.
Aggressive top-line growth and execution of the guided PAT target are positives, but the steep EBITDA margin compression signals near-term profitability pressure and may weigh on stock sentiment. The BOO pivot and large pipeline offer multi-year revenue visibility, though margin recovery depends on successful asset ownership transition and scaling of higher-margin verticals.