Ganesha Ecosphere Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 13 Jun 2026 | Textiles & Apparels | Market Cap: ₹2.8K Cr

Total volume expected for FY27 is in the range of 180,000 to 200,000 tons, with rPET capacity around 100,000 tons and expected volume of approx. Management expects a long-term top-line growth of over 20% CAGR.

From Ganesha Ecosphere Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

1,082

Market Cap

₹2.8K Cr

P/E Ratio

50.3

Revenue Rank

Rank 2

Margin Rank

Rank 3

How does Ganesha Ecosphere Ltd rank in Textiles & Apparels?

Compare Ganesha Ecosphere Ltd against every Textiles & Apparels company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 2Margin: Rank 3
View Textiles & Apparels leaderboard →

Ganesha Ecosphere Ltd — Quarterly revenue & net profit

Revenue Net Profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹424 Cr, net profit ₹23 Cr.

Full financials →

📊 Revenue & Sales Performance

Rank 2
  • Total volume expected for FY27 is in the range of 180,000 to 200,000 tons, with rPET capacity around 100,000 tons and expected volume of approx. 85,000 tons for the year.
  • Standalone run rate expected to be around 100,000 to 105,000 tons; subsidiary sales forecasted to rise to 80,000 to 100,000 tons in FY27.
  • Brownfield expansion projects adding about 97,000 to 100,000 tons capacity by end of FY27, particularly at Warangal, pushing total plant capacity nearing 100,000 tons.
  • Greenfield Odisha project is put on hold; focus shifted to strategic locations to ensure faster capacity utilization.
  • Firm visibility and demand for rPET granules with utilization improvements expected in existing and enhanced capacities for FY27.
  • Ramp-up of filament yarn segment expected over next 3-6 months with major global textile brand qualification.
  • Future expansions planned beyond current capacity, with finalized plans depending on geopolitical clarity and customer feedback.

📈 Profitability & Margins

Rank 3
  • Management expects a long-term top-line growth of over 20% CAGR.
  • EBITDA guidance for the current year is over INR 225 to 250 crores.
  • Improved capacity utilization and ramp-up of Brownfield expansions are expected to drive earnings growth.
  • Expansion plans include increasing rPET capacity to nearly 100,000 tons by FY27 via Brownfield projects, with Greenfield projects deferred for strategic reasons.
  • Cash flow conversion target is 70-80% of EBITDA going forward, supporting internal funding of growth.
  • Margins are expected to stabilize with capacity ramp-up; standalone business margins are anticipated to remain stable or improve.
  • Legacy business may experience some margin pressure short-term, but overall profitability is expected to improve.
  • Demand visibility has improved significantly post regulatory clarity, supporting volume and profit growth.
  • EPS growth potential aligns with capacity expansions and demand improvements.

🏗️ Capital Expenditure Plans

Yes
  • The Odisha Greenfield project has been temporarily dropped but not cancelled; the plant remains intact for future consideration.
  • The company is focusing on Brownfield expansion at the Warangal plant to increase capacity faster with lower CAPEX; 22,500 tons capacity line is operational and another 22,500 tons line expected by Q4 FY27.
  • Additional de-bottlenecking at Warangal will release approximately 10,000 tons capacity, targeting a total capacity of about 97,000-100,000 tons by the end of the year.
  • Future CAPEX plans beyond the 1 lakh ton capacity are being finalized, with geopolitical situations being monitored to decide strategic locations.
  • The company is exploring setting up plants in states offering GST incentives and considering JV partnerships near packaging companies for optimized logistics.
  • For post-2028-29 timeframe, potential CAPEX may target new product segments beyond rPET, but rPET remains the focus for the next 4-5 years.

💰 Fundraising & Capital Structure

No information
- On page 6 (Page 7 of the document), the management mentions they are finalizing the CAPEX plan for future expansion beyond the current 1 lakh ton capacity but did not explicitly mention any active or planned fundraising through debt or equity. - The company is watching geopolitical situations and challenges before finalizing future expansion plans. - There is no specific mention of raising new debt or equity in the current transcript. - Expansion plans are currently focused on Brownfield capacity increases, which involve lower CAPEX compared to Greenfield projects. - The Odisha Greenfield plant project is on hold but not dropped altogether; the company plans capacity addition in the future. Summary: No explicit information or confirmation on current or planned fundraising through debt or equity in the transcript. Management is focusing on strategic capacity expansion and finalizing related CAPEX plans.

📋 Order Book & Pipeline

No information
  • The company engages in ongoing discussions with customers to ramp up supply as new capacities come online rather than pre-booking capacities with clients at pre-agreed prices (Page 18).
  • Expansion plans are being finalized with a focus on strategic locations, shifting from a proposed Odisha Greenfield project to Brownfield expansions for faster capacity utilization (Page 20).
  • Brownfield expansion is planned to increase capacity by about 97,000 to 100,000 tons by the end of the year (Page 20).
  • The total volume expected for FY27 across standalone and subsidiary businesses is in the range of 180,000 to 200,000 tons (Page 18).
  • The standalone run rate is expected to be around 100,000 to 105,000 tons and subsidiary volumes expected between 80,000 to 100,000 tons for FY27 (Page 14).

Key Metrics

Revenue

Rank 2

Margin

Rank 3

Capex

Yes

Fundraise

No information

Order Book

No information

Others in Textiles & Apparels this season

  • Banswara Syntex (Q4 FY26)

    FY26 showed steady progress with a 22.5% EBITDA growth and 32.8% PAT growth, despite global headwinds. Key concall takeaways from Banswara Syntex's Q4 FY26…

  • Indo Count Industries Ltd (Q4 FY26)

    tariff overhang (50% tariff earlier, reduced to 10% by mid-February), causing order delays. Key concall takeaways from Indo Count Industries Ltd's Q4 FY26…

  • PDS (Q4 FY26)

    Americas order book shows 30% growth compared to last year, signaling strong potential for sales traction in FY 2027. Key concall takeaways from PDS's Q4 FY26…

  • GHCL Textiles (Q4 FY26)

    Current capacity expansion includes 25,000 additional spindles contributing INR 120-125 crores revenue in the recent year, operating at ~70-75% capacity. Key…

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Ganesha Ecosphere Ltd Q4 FY26 results?

Total volume expected for FY27 is in the range of 180,000 to 200,000 tons, with rPET capacity around 100,000 tons and expected volume of approx. Management expects a long-term top-line growth of over 20% CAGR.

What is Ganesha Ecosphere Ltd share price analysis?

Ganesha Ecosphere Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 50.3 with a market cap of ₹2,842 Cr. Investors should review the full earnings analysis for detailed insights.

Is Ganesha Ecosphere Ltd planning capital expenditure?

The Odisha Greenfield project has been temporarily dropped but not cancelled; the plant remains intact for future consideration.

Keep Ganesha Ecosphere Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.