Ganesha Ecosphere Ltd (GANECOS) Q4FY26 Management Mirror - Mar-2026 Qtr
Financial & Margin Outlook
Management expects standalone margins to face pressure over the next few quarters due to geopolitical and supply chain disruptions, explicitly withdrawing specific per-kg EBITDA guidance due to raw material volatility, contrasting with the Dec'25 Qtr's expectation of a 9% to 10% legacy margin recovery and the Sep'25 Qtr's 7% to 9% target; however, absolute full-year EBITDA is targeted between 125 crore to 250 crore alongside a new 70% to 80% EBITDA-to-cash flow conversion target and a long-term revenue CAGR of 20%+. [Status: Downgraded]
2 more themes on the ELITE plan.