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Earnings Call

Ganesh Benzoplast Earnings Call: Key Takeaways

Ganesh Benzoplast Q4 FY26 results show strong Consol PAT growth despite a 10x reset in JNPT lease rentals. Focus remains on expanding liquid storage capacity.

Why this was an Alfa AlertNot a filter event. Results were strong but management did not state they beat prior guidance by >10%.
Highlights
Revenue growth10% YoY for full year FY26 (Consol).
MarginsTemporary margin dip due to JNPT lease reset; recovery expected in 15-18 months.
Order bookINR175 crore JSW port order for EPC division.
Demand visibilityStrong at JNPT (100% utilization); demand for petroleum in Goa.
Management confidenceHigh 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)
Source

Earnings Call filed with BSE, NSE: GANESHBE. Summary written with AI assistance from the document.

Read the document ↗

Ganesh Benzoplast Ltd: key numbers

Share price
₹130.84
Market cap
₹941.9 Cr
Revenue (annual)
₹411.4 Cr
Net profit (annual)
₹73.34 Cr
P/E (TTM)
12.9×Sector 37.5×
Promoter holding
39.02%+0.00% QoQ
FII holding
1.12%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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