Investor Presentation
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Shree Ganesh Remedies Limited shared its Q4 and FY25 investor presentation. FY25 revenue declined 14% to ₹108.60 crore from ₹125.90 crore, primarily due to a slowdown in Europe and a 25-30% drop in realizations across domestic products, although the company reported healthy volumetric growth. Despite top-line weakness, EBITDA margins expanded to 36.1% (from 33.2%) on the back of CRAMS projects, while PAT fell 18% to ₹23.10 crore and EPS declined to ₹17.98 due to higher depreciation and finance costs from commissioning Plant 8. Over the 5-year period, revenue, EBITDA, and PAT have grown at CAGRs of 22%, 30%, and 24% respectively. Key growth updates include a new MoU with a Japanese client for a specialty chemical, approved source status for an agrochemical product to be supplied in Europe, and increased enquiry flow from US clients seeking China-plus-one alternatives. The company is investing in Dahej site infrastructure (funded internally) and building a new pilot plant expected to be operational in Q2FY26.
Near-term picture is mixed — revenue and PAT declined, management has flagged margin compression as a major contract gets repriced and volumes ramp up at moderate margins. However, the anti-China shift in global supply chains, new CRAMS wins, and Dahej expansion lay the groundwork for medium-term growth. Shareholders should expect consolidation in FY26 before potential acceleration.