Investor Presentation
Price
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Shree Ganesh Remedies shared its Q1FY26 investor presentation along with unaudited results. Q1FY26 revenue was largely flat at ₹24.67 Cr (-0.45% YoY), but profitability took a hit with EBITDA down 10.19% YoY to ₹7.30 Cr and PAT falling 26% YoY to ₹3.44 Cr. EBITDA margins contracted to 29.6% from 32.8% a year ago, as the company faced contract repricing in its CRAMS business, European market headwinds, and rising domestic competition. Management called the new margin level 'normalised and sustainable.' The company continues investing in growth — ₹15 Cr capex earmarked for Plant 7 in FY26, a new pilot facility set to commission this quarter, and the Dahej site being readied for large-scale projects.
Near-term numbers are weak with margin compression and a sharp QoQ PAT drop of nearly 48%, which could pressure the stock in the short term. However, ongoing capex on Plant 7, the Dahej expansion, and a growing CRAMS pipeline with marquee clients suggest the company is investing for a medium-term scale-up rather than facing structural trouble.