ALFA Finder| Revenue growth | Consolidated revenue up 12% YoY to ₹1,115 million. |
|---|---|
| Margins | Margins contracted due to ₹23 crore JNPT lease rent reset. |
| Demand visibility | JNPT at 100% capacity; Goa demand hampered by mining ban. |
| Management confidence | Balanced; focused on passing through massive rent hikes to customers. |
Growth
Revenue increased to ₹1,115 million; PAT improved despite significant margin pressure from fixed costs.
Outlook
Capacity expansion of 50,000 KL by Dec 2025; targeting 5-6% organic revenue growth.
Risks
JNPT lease rent reset hit margins hard; Goa terminal utilization remains near zero.
Last quarter's promises, checked
Delivered
- Revenue INR 1,053M → delivered INR 1,115M (= BEAT)
- Chemical PBT INR 187M → delivered INR 187M (= BEAT)
- Dividend payout start Q1 FY27 → confirmed for FY27 (= BEAT)
Partly delivered
- Capex 100k KL expansion → 50k KL by Dec 2025 (= PARTIAL)
- Pass-through of rent hikes → 15-18 month timeline (= PARTIAL)
Missed
- EBITDA margin 50-51% → delivered hit by 10x rent reset (= MISS)
- PAT INR 162M → delivered lower due to margin pressure (= MISS)
Earnings Call filed with NSE, NSE: GANESHBE. Summary written with AI assistance from the document.
Ganesh Benzoplast Ltd: key numbers
- Share price
- ₹92.55
- Market cap
- ₹666.3 Cr
- Revenue (annual)
- ₹411.4 Cr
- Net profit (annual)
- ₹73.34 Cr
- P/E (TTM)
- 9.2×Sector 35.5×
- Promoter holding
- 39.02%+0.00% QoQ
- FII holding
- 0.52%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ganesh Benzoplast Ltd
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Ganesh Benzoplast Board Meeting Date
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- Value
- ₹1,066 Cr
Ganesh Benzoplast Management Change
Ganesh Benzoplast cessation of statutory auditor M/s. Mittal & Associates, effective 30 September 2026, after completing a first five-year term. No monetary value involved.
Ganesh Benzoplast Other Announcement
Ganesh Benzoplast Ltd has filed its quarterly Shareholding Pattern for the period ending September 30, 2026, in compliance with SEBI Regulation 31(1)(b).
Ganesh Benzoplast Other Announcement
Ganesh Benzoplast Ltd submitted the compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended September 30, 2026.