Regulatory delay on draft notification
The draft notification providing relaxation on mandatory recycled content targets for FY26 has not been finalized, causing demand uncertainty for rPET.
GANECOS / Q3-FY26 / risks
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Ganesha Ecosphere · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Increased competition from new FSSAI-approved recyclers
Number of approved recyclers has increased from 5-6 to 13, intensifying competition and pressuring margins.
US tariffs on PET granules
Since September 2025, PET granules are no longer exempt from US tariffs, limiting export opportunities.
Raw material price volatility
Seasonal fluctuations in bottle scrap availability and prices can impact margins; management maintains only 30-35 days inventory.