ALFA Finder| Revenue growth | 10% YoY for full year FY26 (Consol). |
|---|---|
| Margins | Temporary margin dip due to JNPT lease reset; recovery expected in 15-18 months. |
| Order book | INR175 crore JSW port order for EPC division. |
| Demand visibility | Strong at JNPT (100% utilization); demand for petroleum in Goa. |
| Management confidence | High on passing lease rental hikes to customers over 2-3 years. |
Growth
Consol revenue grew 12% YoY in Q4; full-year FY26 PAT surged 93% to INR733 million with EPS nearly doubling.
Outlook
Ongoing INR100cr capex for 100,000 kL expansion at JNPT; 5-6% annual rental revenue growth expected from existing tanks.
Risks
Significant 10x hike in JNPT port rentals; Goa terminal utilization remains near zero due to mining bans.
Last quarter's promises, checked
Delivered
- Guided 50% Phase 1 capacity (50k KL) by Q1 FY27 → On track with ongoing INR100cr capex (= BEAT)
- Guided dividend start from Q1 FY27 → Confirmed in current call (= BEAT)
- Guided chemical division profit growth → PAT up 15% YoY (= BEAT)
Partly delivered
- Guided Goa utilization improvement via approvals → Approvals received, but launch delayed to March 2027 (= PARTIAL)
Missed
- Guided margin recovery to 65-70% → Temporary dip due to 10x JNPT lease reset (= MISS)
Earnings Call filed with BSE, 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
Ganesh Benzoplast will hold a board meeting on 13 November 2026 to consider unaudited standalone and consolidated quarterly results for the period ended September 2026. The trading window is closed from 1 October to 15 November 2026.
Ganesh Benzoplast Merger & Restructuring Worth ₹1,066 Cr
Ganesh Benzoplast seeks shareholder approval via postal ballot for a Rs 1,066 Crore slump sale of its liquid storage terminal business to Cisternina Logistics, and a rail logistics business transfer. E-voting runs 6 November to 5 December 2026.
- 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.