Ganesha Ecosphere Limited — Investor Meet, 03-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Ganesha Ecosphere crossed Rs. 200 Cr EBITDA and Rs. 100 Cr PAT in FY25 on Rs. 1,465 Cr revenue, with consolidated production up 20% YoY to 1.56 lakh tonnes. EBITDA margin rose to 14.4%. Q4 volumes and revenue dipped due to high scrap prices and soft demand in the standalone business. The Warangal plant runs at ~80% rPET capacity with expansions by Q4 FY26. Standalone margins should normalize to 10-11% by FY26-end; subsidiaries’ EBITDA margins are steady at 21-22%. Rs. 725 Cr CAPEX aims for Rs. 1,700-1,750 Cr revenue in FY26 and Rs. 2,600-2,700 Cr by FY28. Efforts include boosting value-added products to 55-60% and enhancing raw material cost control through backward integration.