| Management target | Net Profit 200.0% 2030 |
|---|
| Revenue growth | Chemicals segment reported ₹60 Cr revenue for the quarter. |
|---|---|
| Margins | Targeting 7-8% PAT margins in EPC; chemicals margins showing steady improvement. |
| Order book | Current EPC order book at ₹500 Cr; targeting ₹3,000 Cr. |
| Demand visibility | Strong visibility in petroleum-related EPC and specialized chemical derivatives. |
| Management confidence | Extremely bullish on EPC scalability following the KKR project endorsement. |
Growth
Chemicals profit grew 10x over two years; Q2 revenue hit ₹60 Cr with 10% margins. Growth is shifting from steady storage to volatile, high-execution projects.
Outlook
Targets ₹210 Cr PAT in 3-4 years, up from ₹70 Cr. Divestment proceeds to fund ₹150 Cr capex and ₹200 Cr shareholder payout.
Risks
Loss of steady storage cash flows; crude price volatility affecting chemical margins; execution risks in large EPC contracts.
Last quarter's promises, checked
Delivered
- JNPT expansion commissioning end of calendar year → ongoing (BEAT)
- Chemical PAT growth trend at 15% → reported 10x growth over 2 years (BEAT)
- UK/Europe REACH recertification → achieved (BEAT)
Partly delivered
- Goa terminal modification by March 2027 → work in progress (PARTIAL)
- EPC margins high single digit → reported 10% (BEAT)
Missed
- LST EBITDA margins 45-47% → segment divested/exited post-call (MISS)
Earnings Call Transcript filed with NSE, NSE: GANESHBE. Summary written with AI assistance from the document.
Ganesh Benzoplast Ltd: key numbers
- Share price
- ₹87.95
- Market cap
- ₹633.1 Cr
- Revenue (annual)
- ₹411.4 Cr
- Net profit (annual)
- ₹73.34 Cr
- P/E (TTM)
- 8.7×Sector 34.1×
- 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 Other Announcement
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- Value
- ₹1,154 Cr
Ganesh Benzoplast Annual Report
Ganesh Benzoplast Limited submitted its Annual Report for the financial year 2025-26, including the Notice of the 39th Annual General Meeting.