Added to YB: 2026-04-14
Pitch date: 2026-04-10
GANECOS.NS [neutral]
Ganesha Ecosphere Limited
+2.17%
current return
Author Info
No bio for this author
Company Info
Ganesha Ecosphere Limited primarily manufactures and sells recycled polyester staple fiber in India. The company offers recycled PET (rPET) fibre comprising solid, hollow, conjugated, flame retardant, short-cut, micro, and trilobal fibers.
Market Cap
INR 28.0B
Pitch Price
INR 1.0K
Price Target
N/A
Dividend
0.57%
EV/EBITDA
23.22
P/E
70.66
EV/Sales
2.31
Sector
Textiles, Apparel and Luxury Goods
Category
growth
The Plastic Gold Rush Nobody Is Pricing In (Yet) - Ganesha Ecosphere Limited
GANECOS.NS (overview): India's largest PET recycler transitioning from low-margin textile fiber to high-margin food-grade rPET. EPR mandates force 30% recycled content FY26→60% FY29, creating regulatory demand moat. Q3 rev ₹357cr (-10% YoY), PAT ₹4.75cr (-84% YoY) but EBITDA margin jumped 6.1%→8.6% QoQ on mix shift. ₹700cr Odisha expansion adds 67.5k TPA capacity pre-demand spike. Risks: regulatory delay, export tariffs, overcapacity. At 50x PE, market prices weakness not policy-driven growth from FY27.
Read full article (14 min)