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Geopolitical uncertainty delaying customer approvals
View Risks →Shree Ganesh Remedies Ltd — Q4 FY26
Shree Ganesh Remedies reported Q4 FY26 revenue of ₹33.2 crore, up 36% YoY, driven by recovery from deferred shipments and improved execution.
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Shree Ganesh Remedies reported Q4 FY26 revenue of ₹33.2 crore, up 36% YoY, driven by recovery from deferred shipments and improved execution. EBITDA at ₹11.37 crore grew 15% YoY, but margins contracted to 34.3% from 40.4% due to product mix and raw material volatility. PAT declined 5% YoY to ₹6.27 crore. Management characterized FY26 as a consolidation year, with groundwork laid for future growth. Key developments include successful pilot trials for graphene projects in Europe and Japan, progressing to commercial trials, and Block 7 expansion on track for Q2 FY27 commercial production. Guidance for FY27 is cautiously optimistic, expecting gradual momentum improvement and graphene traction. Risks include prolonged geopolitical uncertainty, regulatory approval delays, and domestic pricing pressure. The company remains focused on niche specialty chemicals and CDMO, avoiding commoditized segments.
श्री गणेश रेमेडीज ने चौथी तिमाही में ₹33.2 करोड़ का कारोबार किया, जो पिछले साल से 36% ज्यादा है। इसकी वजह पहले की डिलीवरी पूरी होना और बेहतर कामकाज है। कंपनी की कमाई (EBITDA) ₹11.37 करोड़ रही, जो 15% बढ़ी, लेकिन मुनाफा दर 40.4% से घटकर 34.3% हो गई, क्योंकि उत्पादों का मिश्रण बदला और कच्चे माल के दाम में उतार-चढ़ाव रहा। शुद्ध मुनाफा 5% घटकर ₹6.27 करोड़ रहा। कंपनी ने इस साल को मजबूती का साल बताया और आगे बढ़ने की तैयारी की है। यूरोप और जापान में ग्रैफीन प्रोजेक्ट के ट्रायल सफल रहे, अब कमर्शियल ट्रायल होंगे। ब्लॉक 7 का विस्तार अगले साल की दूसरी तिमाही में शुरू होगा। अगले साल के लिए कंपनी सावधानी से उम्मीद कर रही है, लेकिन जोखिम भी हैं जैसे भू-राजनीतिक अनिश्चितता और कीमतों का दबाव।
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Block 8 capacity utilization
50%
flat
Block 8 is operating at roughly 50% capacity; expected to reach full utilization by end of FY27.
Consolidated capacity utilization
60-70%
flat
Overall utilization across all blocks is between 60-70%, with new capacity being added.
Import raw material dependency
15-20%
flat
Around 15-20% of raw materials are imported; domestic sourcing varies with pricing.
Asset turnover ratio
1.8-2.0x
flat
Asset turnover ratio is roughly 1.8 to 2.0 times, indicating capital efficiency.
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Guidance and risk preview
Block 7 expansion is on track and expected to commence commercial production in Q2 of FY27, supporting niche molecules including graphene.
War and geopolitical tensions are prolonging regulatory approvals for end products, pushing back commercialization timelines by 6-12 months.
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