Ganesha Ecosphere Ltd (NSE:GANECOS)

Q2 2026 Ganesha Ecosphere Ltd Earnings Call Transcript

Nov 12, 2025 / 06:30 AM GMT

Release Date Price: ₹983.8 (+1.40%)

Transcript

Key Points

Positve

Ganesha Ecosphere Ltd (BOM:514167) anticipates improvement in EBITDA margins to the 7-9% range during the December and March quarters.
The company's legacy business is showing signs of recovery with strong order flows and rising demand for both PSF and yarn segments.
The PSF market has remained resilient despite initial concerns about US tariffs, supported by firm prices and robust demand.
The rationalization of GST structures across the textile value chain has contributed to a revival in industry demand.
Ganesha Ecosphere Ltd (BOM:514167) is on track with its brownfield expansion at Warangal, expected to add 22,500 metric tons of RPT capacity by March 2026.

Negative

The company faced a challenging Q2 FY26 with EBITDA margins compressed to 6.1% and net profits turning slightly negative.
High volatility in raw material prices led to elevated procurement costs and compressed gross margins.
A draft notification by MEF proposing relaxation in recycled material usage led to reduced or postponed purchases by industry players, impacting deliveries.
The average selling prices dropped by about 4% across the business, contributing to lower margins.
The B2B segment's sales and deliveries are expected to remain below expectations in the December quarter due to pending regulatory notifications.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GANS.NS - Ganesha Ecosphere Ltd
Q2 2026 Ganesha Ecosphere Ltd Earnings Call
Nov 12, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Ganesha Ecospherere Limited Q2 and 1 HF 26 post-results conference call. As a reminder, all the participants' lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Manish Mahawa.

Thank you and over to you.

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Unidentified_2 [2]
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