Ganesha Ecosphere Limited — PPTs, 07-02-2026: Investor Presentation

Ganesha Ecosphere's Q3FY26 results showed a mixed performance. Standalone operations were robust, with revenue growing 5.24% QoQ to 273.0 Cr and profit after tax (PAT) reaching 15.9 Cr, exceeding the previous two quarters combined. Production volume surged 13% and sales 7% QoQ, largely from the legacy business with over 35% of sales now in non-woven and home furnishing.

However, consolidated results were tempered. Revenue declined YoY to 357.2 Cr, and PAT was 4.8 Cr (up QoQ but down YoY), primarily due to weak demand for rPET granules from the Warangal subsidiary. This segment faced sales challenges and 50% capacity utilization due to market uncertainty around product integration into supply chains.

Looking ahead, Ganesha aims to boost high-margin products, targeting 65% revenue contribution. They are increasing rPET granules capacities to 42,000 TPA and expanding into technical and household textiles. A positive highlight is the successful qualification of their rFilament yarn with a leading global textile brand. Management anticipates strong demand driven by targets for recycled content and a potential boost from US tariff changes for Indian textiles. The company is actively partnering with 40+ brands to integrate rPET products.