Organic Recycling Systems Limited · BSE:ORGANICREC
Organic Recycling Systems — Investor Presentation (June 2026)
50 slides from Organic Recycling Systems's investor presentation, Jun 1, 2026
Slide 1: BSE filing cover letter for investor presentation
1st June, 2026 BSE Limited Department of Corporate Services Listing Department P J Towers, Dalal Street, Mumbai - 400001 Scrip Code: 543997 Dear Sir/Madam, Sub: Investor Presentation. In accordance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure R
Slide 2: Powering India's Clean Tech Transformation Through Waste Valorisation and Deep R&D
" Powe ri n g I n d i a’s C l ea n Tech Transformat ion Throug h Waste Va l o ri s a ti o n a n d Deep R&D"
Slide 3: Safe Harbour
SAFE HARBOUR This presentation and the information contained herein do not constitute a prospectus, placement document, offering memorandum, or an offer or solicitation to buy, subscribe to, or sell any securities of Organic Recycling Systems Limited or any of its subsidiaries in any jurisdiction. T
Slide 4: Our Vision & Mission
O UR VISION & MISSION ORSL is evolving from an environmental engineering firm into a comprehensive CleanTech and Circular Economy platform VI S I O N To bu ild a leading integrated Clean Tech p lat form t h a t transform s waste i n to s u s ta in a b le energy, green chem i c al s , a n d c a rbon s
Slide 5: Message from the Managing Director
MESS AGE FROM THE MANAGING DIRECTOR “I a m plea s ed to repor t a stron g fi n a n ci a l a n d o p e ra ti o n a l p e r fo rm a n ce for H 2 F Y2 6 & F Y2 6 , re fl e c t in g im p rove d exe c u t ion , s c ale - u p a c ro s s proj ec ts, an d th e early be n e fi ts o f o ur stra te g i c sh i f t
Slide 6: Table of Content
TABLE OF CONTENT COMPANY OVERVIEW INNOVATION & TECHNOLOGY MARKET OPPORTUNITY EXECUTION & GROWTH STRATEGY & INVESTMENT RATIONALE GOVERNANCE FINANCIALS
Slide 7: Company Overview
CO M PA NY OVE R VI EW
Slide 8: Company Snapshot
COMPANY SNAPSHOT O rga nic Recycl ing S ystems Ltd. is an i n tegrate d C l ean Tech an d de c arbo n i sa t i on p l a t form op e ra t i ng a t t he i nte rse c t i on of e ne rgy t ran s it ion , circ ular econo my, and carbo n s o l u ti o n s . We t ra ns form organic and m unicipal was te i n
Slide 9: Our Journey
OUR JOURNEY 2008 ORS was incorporated and began developing indigenous technology for segregating organic waste and 2014 anaerobic digestion of municipal solid Received patent for waste (MSW). the innovative MSW segregation system (Marut Drum), organic recovery and 2018-2021 2026 DRYAD technology. St
Slide 10: What We Do - Turning Waste into Value
WHAT WE DO - TURNING WASTE INTO VALUE O R S is a n integrated CleanTech and dec arbo n i s ati o n pl atfo rm th at co nve r t s wa ste a nd b i oma ss i nto e ne rgy, fue l s, che mi c a l s, a nd c a r - b o n - ba s ed s olutio ns. WE P R O DU C E A clean and renewabl e fuel produced from organic
Slide 11: What We Do - Turning Waste into Value
WHAT WE DO - TURNING WASTE INTO VALUE O R S is a n integrated CleanTech and dec arbo n i s ati o n pl atfo rm th at co nve r t s wa ste a nd b i oma ss i nto e ne rgy, fue l s, che mi c a l s, a nd c a r - b o n - ba s ed s olutio ns. WE US E Segreg ation (Maru t Dr u m) Efficient separation of wet a
Slide 12: Business at a Glance - Our Bioenergy Verticals
BUSINESS AT A GL ANCE – OUR BIOENERGY VERTICALS ORSL o pe ra te s t h roug h an i n teg rated CleanTech platform combining EPC execu ti on, p rop ri eta ry technol og i es , a nd i nnova ti on-l ed R& D to dri ve sc al ab l e an d h i g h -m argin grow th. PROJECTS PRODUCTS SERVICES • Large -s cale
Slide 13: Our Product & Technology Portfolio
OUR PRODUCT & TECHNOLOG Y PORTFOLIO Proven, mo du l ar & cl i m ate -resi l i ent CleanTech solutions with a strong focu s on i nnova ti on, s ca l a b i l ity, a nd va l u e crea ti on. PATENTED TECHNOLOGIES 02 DRYAD – High-solid thermophilic anaerobic diges- ORGANIC tion system for efficient biogas
Slide 14: Clients
CLIENTS O RGAN I C R E CYCL I NG SYSTE M S LTD | I NVE STO R PRESENTATIO N 2026 12
Slide 15: Innovation & Technology
I NNOVAT I O N & T E C H N O LO G Y
Slide 16: ORS Research Innovation Centre (ORS-RIC)
ORS RESEARCH INNOVATION CENTRE (ORS-RIC) Ou r in-h ous e R& D e n g in e dri v i n g l o n g- te rm co m pe t i t i ve e d g e . Fo c u s Area s : A n a e ro b i c D ige s t ion : CO2 to M e t h an e Biom ass Valorisatio n : N ew c atalyst & /A l cohol conve rsi on Biochar, DME , bio fu e l s m i c
Slide 17: R&D Lab
R&D L AB ORGAN I C R E CYCL I NG SYSTE M S LTD | I NVE STO R PRESENTATIO N 2026 15
Slide 18: Innovation & R&D Platform
INNOVATION & R&D PL ATFORM Strong R&D Foundation DEEP-TECH FOCUS AREAS STRONG INNOVATION ECOSYSTEM In-house ORS Res ea rch & I n n ova t i o n Ce n t re ( O R S - R I C) B i om as s val ori s at i on ( b i och ar, b i ofu els, D M E ) Co llab o ratio ns with lead ing institu tio ns: IIT Bo m bay, II
Slide 19: List of Academic MoUs Signed with ORS-RIC
LIST OF ACADEMIC MOU’s SIGNED WITH ORS-RIC I N STI TUT IO N DAT E O F SI G NI NG DU RAT I ON SCOPE / PUR POSE OF MOU Collaborative research in waste-to-energy, biochar, photo IIT Bombay (IITB) 27 March 2025 th 3 Years catalysis, biomass torrefaction, algae & activated carbon. Joint R&D in catalysis,
Slide 20: Market Opportunity
M A R KE T O PP O RTU N I TY
Slide 21: Why CBG - India's Fastest Growing Green Energy Sector
WHY CBG – INDIA’s FASTEST GROWING GREEN ENERGY SECTOR CBG is a critical enabler of India’s energy transition and decarbonisation strategy Why C B G i s a N a t i o n al Prio rity ? SATAT Scheme (Sustainable Alternative Towards Affordable Transportation) launched by MoPNG in 2018 PSU buyers: IOCL, BP
Slide 22: CBG Sector Outlook
CBG SECTOR OUTLOOK India stands at a crucial juncture in its energy journey, aiming to reduce LNG imports, cut carbon emissions, and harness its vast biomass resources. Compressed Biogas (CBG) has emerged as a strategic enabler in this transformation, offering a clean, domestic alternative to fossil
Slide 23: CBG Sector Outlook
CBG SECTOR OUTLOOK Massive Investm ent Push Fer tiliser + Fuel: Dual Impa c t CBG Blending Obligation to attract INR 37,500 Cr & enable FOM from CBG units tackles severe soil organic carbon (SOC) 750 new CBG projects by FY29. depletion (now just 0.3%, down from 1% in 1950s). Blending mandate: Backed
Slide 24: Green Chemical Sector Outlook
GREEN CHEMICAL SECTOR OUTLOOK Structural Growth in Green Chemicals Waste-to-Value: A Multi-Billion Opportunity Demand Across High-Growth End Markets Marke t expandin g f ro m US D 120. 5 Bn (20 25) to I n creas i n g focu s on conve r t i n g waste into high-valu e Packaging: Rap id ad o p tio n o f
Slide 25: CBG Value Chain - Where We Play
CBG VALUE CHAIN – WHERE WE PL AY F E E D STO C K PROCESSI NG BI OGAS PURIF ICATION DISTRIB UTION MS W + MARUT D RUM ™ D RYAD ™ , P S A ( IIP PSU / AGR O - R E S I D UE S LIPH-AD ™ CO L L AB O RATIO N ) IN DUSTRIAL Integrated capabilities across the entire value chain enable higher Strategic extensio
Slide 26: Execution & Growth
EXE CUT I O N & G R OWT H
Slide 27: CleanTech Project Execution at Scale
CLEANTECH PROJECT EXECUTION AT SCALE DELHI VA R A N A S I PAN In dia Proje c t Exe cutio n- EPC Location Capacity Details / Model RAJASTHAN Palakkad, Kerala 200 TPD Integrated SWM Kannur, Kerala 200 TPD Integrated SWM MADHYA Kalyan-Dombivli PRADESH 100 TPD Waste to compost EPC Municipal Corporation
Slide 28: Execution Momentum & Strategic Milestones
EXECUTION MOMENTUM & STRATEGIC MILESTONES Organic Recycling Systems Limited Announces Indraprastha Gas Limited and ORSL formalise Organic Recycling Systems Limited Acquires Industrial Strategic Collaboration with SLPP Re-New LLP to memorandum of understading (MoU) for joint Associate to Strengthen G
Slide 29: Order Book & Pipeline
ORDER BOOK & PIPELINE S t ro ng a n d dive rs ifie d o rd e r Recently secured projec ts in R obus t EPC pi pe l i ne I nc rea s i ng pa r t i ci pa t i on i n bo o k a c ro s s mu n icipal was te Ra ja stha n a nd M a dhya a c ros s C B G s e g me nt s g ove rnme nt- l e d i nit i a t i ve s a nd C
Slide 30: Key Growth Drivers
KEY GROWTH DRIVERS Robust EPC order book and BOO Project pipeline providing multi-year visibility Expansion into high-margin segments: green chemicals, catalysts, and carbon capture & utilisation (CCU) Grant-funded R&D (DBT–BIRAC and international collaborations) strengthening deep-tech capabilities
Slide 31: Strategy & Investment Rationale
ST R AT E G Y & I NVE ST M E N T R AT I O N A L E
Slide 32: Expansion into BOO Model: Building a Scalable CleanTech Asset Platform
EXPANSION INTO BOO MODEL BUILDING A SCAL ABLE CLEANTECH ASSET PL ATFORM Organic Recycling Systems Ltd. is strategically expanding from an EPC-led model to Build-Own-Operate (BOO) projects. We will develop, own, and operate waste-to-value assets, creating long-term value through integrated operations
Slide 33: Expansion into BOO Model: Building a Scalable CleanTech Asset Platform
EXPANSION INTO BOO MODEL BUILDING A SCAL ABLE CLEANTECH ASSET PL ATFORM EXECUTION APPROACH R ECURRING REVENUE Shift from project-based (EPC) to recurring, annuity-based income E NAB L E D BY O U R ST RE N G T H S Strong project pipeline MA RGIN EXPA N SI O N (~INR 500-600 Cr) Higher profitability thr
Slide 34: Investment Rationale
INVESTMENT RATIONALE 1 2 3 ORS offers a full-spectrum waste Backed by an IP-led, validated management ecosystem—from technology stack and in-house Established track record in executing segregation to carbonisation and NABL-accredited R&D (ORS-RIC), with integrated EPC projects across India, recovery
Slide 35: Expansion Strategy
EXPANSION STRATEGY Scale containerised and modular CleanTech solutions, including Strengthen feedstock and output ecosystem through partnerships decentralised biogas systems with Agri players for compost, biochar, and biomass sourcing Expand into new segments such as green chemicals, catalysts, and
Slide 36: Governance
G OVE R N A N C E
Slide 37: Leadership Team
LEAD ERSHIP TEAM SARANG BHAND YASHAS BHAND SUHAS BHAND RAKESH MEHRA PANKAJ TANWAR Promoter & Managing Director Whole Time Director Chief Mentor Chairman & Independent Director CEO – Bioenergy Responsible for execution, Working on the development Noted expert & a Technical He has vast experience Mr.
Slide 38: Leadership Team
LEADERSHIP TEAM JANAKI BHAND AMIT KARIA SEEMA GAWAS JIGAR GUDKA DR. MANJU D TANWAR Non-Executive Director Independent Director Company Secretary Chief Financial Officer Chief Scientist and Head R&D A practicing Psychologist Overall experience in legal & She is an Associate CS He is a CA with 15+ year
Slide 39: Fulfilment of 9 out of 17 Sustainable Development Goals by UN
FULFILMENT OF 9 OUT 17 SUSTAINABLE DEVELOPMENT GOALS BY UN 3. Good Health & 7. Affordable & 8. Decent work & 9. Industry Innovation 10. Reduced inequalities Well being Clean Energy Economic Growth & Infrastructure Promotion of health Generation of clean Creation of inclusive Designing frameworks to
Slide 40: Financials
F I N A N C I A LS
Slide 41: Consolidated Key Financial Metrics (Full Yearly)
CONSOLIDATED KEY FINANCIAL METRICS (FULL YEARLY) Rs in Mn Revenue From Operations EBITDA PAT 117.14% 44.81% 60.56% 1,050.75 302.83 250.81 483.91 209.12 156.21 274.87 103.31 77.68 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 ORGANI C R ECYCL I NG SYSTE M S LTD | I NVE STO R PRESENTATIO N 2026 39
Slide 42: Key Financial Highlights
KEY FINANCIAL HIGHLIGHTS 79% 71% PAT CAGR EBITDA CAGR 2024-2026 2024-2026 INR 28.96 42% FY26 EPS CAGR 2024-2026 BASIC EPS 96% REVENUE CAGR INR 24.12 2024-2026 FY26 DILUTED EPS O RGANI C R E CYCL I NG SYSTE M S LTD | I NVE STO R PRESENTATIO N 2026 40
Slide 43: Consolidated Key Financial Metrics (Half Yearly)
CONSOLIDATED KEY FINANCIAL METRICS (HALF YEARLY) Rs in Mn Revenue From Operations EBITDA PAT 141.73% 33.33% 45.96% 744.96 155.77 129.82 116.83 88.94 308.18 H2FY25 H2FY26 H2FY25 H2FY26 H2FY25 H2FY26 O RGANI C R E CYCL I NG SYSTE M S LTD | I NVE STO R PRESENTATIO N 2026 41
Slide 44: Consolidated Income Statement (Half Yearly)
CONSOLIDATED INCOME STATEMENT (HALF YEARLY) Rs in Mn Particulars H2FY26 H2FY25 YoY% H1FY26 Revenue From Operations 744.96 308.18 141.73% 305.78 Other Income 5.61 2.58 0.43 Total Revenue 750.58 310.76 306.21 Total Expenses exclucing Depreciation, Amortization, & Finance cost 589.19 191.36 158.73 EBIT
Slide 45: Consolidated Key Financial Metrics (Full Yearly)
CONSOLIDATED KEY FINANCIAL METRICS (FULL YEARLY) ROE ROCE DEBT/EQUITY 19% 16% 15% 14% 12% 0.4x 0.4x 0.3x 7% FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 *Note: ROE = PAT/Avg Shareholders Funds | ROCE-EBIT/Avg Capital Employed O RGAN I C R E CYCL I NG SYSTE M S LTD | I NVE STO R PRESENTATIO N 2026 43
Slide 46: Consolidated Income Statement (Full Yearly)
CONSOLIDATED INCOME STATEMENT (FULL YEARLY) Rs in Mn Particulars FY24 FY25 FY26 YoY Revenue From Operations 274.87 483.91 1,050.75 117.14% Other Income 3.03 3.42 6.04 Total Revenue 277.90 487.32 1,056.79 Total Expenses exclucing Depreciation, Amortization, & Finance cost 171.56 274.78 747.92 EBITDA
Slide 47: Consolidated Balance Sheet (Full Yearly)
CONSOLIDATED BAL ANCE SHEET (FULL YEARLY) Rs in Mn Particulars FY24 FY25 FY26 Assets Non-Current Assets PP&E 544.84 506.69 463.92 Right of use assets 10.95 12.02 6.36 Intangible Assets 0.85 90.17 179.82 Noncurrent investments 0.01 0.01 0.01 Capital Work in Progress 39.30 123.61 275.12 Intangible Ass
Slide 48: Consolidated Balance Sheet (Full Yearly)
CONSOLIDATED BAL ANCE SHEET (FULL YEARLY) Rs in Mn Particulars FY24 FY25 FY26 Equity & Liabilities Shareholder's Funds Equity share capital 78.57 88.17 87.96 Reserves & Surplus 626.79 1,154.23 1,143.22 Total Shareholder's Funds 705.36 1,242.40 1,231.18 Non-Current Liabilities Long-term borrowings 31
Slide 49: Capital Market Information
CAPITAL MARKET INFORMATION MARKET INDICATOR AS ON 29-05-26 SHAREHOLDING PATTERN AS ON MARCH 2026 CMP(29-05-26) INR 235.7 PARTICULARS % SHAREHOLDING BSE SCRIP CODE BSE - SME: 543997 PROMOTER AND PROMOTER GROUP 18.10% 52 WEEK H/L INR 377.00/206.00 PUBLIC 81.90% MARKET CAPITALIZATION (In Cr) 203.84 TOT
Slide 50: Organic Recycling Systems
ORGANIC RECYCLING SYSTEMS For fur ther information on the Company, please visit https://organicrecycling.co.in/ INVESTOR REL ATIONS ADVISOR Captive IR Strategic Advisors Pvt. Ltd Krunal Shah / Vinayak Shirodkar Contact: +91 93724 67194/+91 8828297287 Email: Krunal@cap-ir.com / Vinayak@cap-ir.com
Organic Recycling Systems — Investor Presentation (June 2026) on 6ix