GANECOS / Q1-FY26 / risks

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Ganesha Ecosphere · Material risks, their source context, and severity in the latest available quarter.

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NegativeQ1-FY26 · 2025-08-14Back to quarter ↗

Risk intelligence

Material risks this quarter

US tariff impact on textile demand

US tariffs on Indian textile imports have halted new orders from Americas, potentially affecting legacy RPSF demand.

high

Regulatory uncertainty on EPR carryforward

MOEF draft notification allowing shortfall carryforward may reduce near-term rPET demand; final rules pending.

medium

Margin pressure from new capacity

Announced industry capacity of 3.5 lakh tons by FY27 could lead to oversupply and margin compression.

medium

Raw material price volatility

Scrap bottle prices remain volatile; any future spike could again compress margins if not passed through.

high