Ganesh Benzoplast files Q4 FY26 earnings call transcript

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF Explain this filing

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AI summary

Ganesh Benzoplast Q4 FY26 consol revenue up 12% YoY to INR1,115M; PAT INR152M vs loss. FY26 PAT jumped 93% to INR733M, EPS INR10.19. Standalone revenue up 21% to INR2,600M, PAT INR613M. Capacity use around 95%. JNPT lease rentals surged 10x on 30-year reset (INR2cr to INR25cr yearly), pressuring margins. Around INR100cr capex for 100,000 kL expansion, first 50,000 kL phase by Dec 2026. Management guides EBITDA recovery in 2-3 years via price hikes and new capacity.

Likely market impact

Strong FY26 earnings growth but margins under pressure from JNPT lease reset; capacity expansion and price hikes to drive recovery. Watch margin trajectory.