Ganesha Ecosphere Limited — PPTs, 21-05-2026: Investor Presentation

GESL ended FY26 on a high note, overcoming earlier challenges with strong Q4 performance across standalone and subsidiary businesses. Consolidated revenue jumped 18.7% QoQ to ₹423.9 Cr. EBITDA saw a 70% QoQ rise to ₹52.4 Cr, and PAT surged 389% QoQ to ₹23.2 Cr. The company generated ₹170.7 Cr in operating cash flow for the full year.

Strategically, GESL aims to increase high-margin product contribution to 65% of revenue, tap into rPET bottle-grade demand, and expand rPET granule capacities. They are also focusing on technical textiles and securing global brand partnerships.

Recent developments include commissioning a 22,500-ton rPET granules brownfield expansion at Warangal (expected to ramp up by Q2FY27) and successfully qualifying rFilament yarn with a leading global textile brand.

Management sees good long-term demand for rPET granules and plans another 22,500-ton expansion, aiming for ~1 lakh tons capacity by FY27-end. However, the rPSF and spun yarn business faces headwinds from the Middle East conflict, which impacts raw material prices and demand.