Ganesh Benzoplast Limited (500153) Earnings Call Transcripts

Ganesh Benzoplast Limited's Latest Earnings Call - Q4 FY2026

Ganesh Benzoplast Limited reported strong financial results for Q4 FY '26, with total revenue reaching INR 1,115 million, a 12% increase year-over-year, and a profit after tax (PAT) of INR 152 million compared to a loss in the previous year. For the full fiscal year, revenue rose by 10% to INR 4,114 million, and PAT surged by 93% to INR 733 million. The company provided guidance indicating a continuation of revenue growth at 5-6% annually, despite increased rental expenses due to a 30-year lease reset.

Reported metrics

Guidance from management

Management expects revenue growth of 5-6% annually. The company is expanding capacity by 50,000 kL at JNPT, expected to be operational by the end of the calendar year.

What management said

Thank you. Good afternoon, everybody. Thank you so much for joining us for the Q4 FY '26 conference call. We will initiate the call by taking you through the business highlights for the period under review, after which we will open the forum for question and answers. Now I hand over the call to Mr. Amar Kabra, GM Finance and taxation to share the quarter numbers with you.

See, Goa was mainly a bunkering terminal. And once the mining ban came in Goa, after that, the big ships have stopped calling Goa port, which is basically -- so the bunker requirement has gone away. We are exploring other avenues, but as of now, the situation is, it is not occupied.

What analysts pressed on

Analysts expressed concerns about the impact of increased lease rentals on margins and the underutilization of the Goa terminal. Questions were raised about the company's ability to pass on increased costs to customers and the timeline for capacity expansions.

Main topics on the call

• Revenue Growth — The company achieved a 12% year-over-year increase in Q4 revenue to INR 1,115 million. Management attributed this growth to strong performance across its divisions, despite challenges in the Goa terminal.
• Profitability Improvement — Ganesh Benzoplast reported a PAT of INR 152 million for Q4, reversing a loss of INR 132 million in the prior year. For FY '26, PAT increased by 93% to INR 733 million, driven by operational efficiencies and increased cap...
• Capacity Utilization — The company's JNPT terminal is operating at nearly 100% capacity, with overall utilization at 95%. Management is expanding capacity by 50,000 kL at JNPT, expected to be operational by the end of the calendar year.
• Lease Rental Impact — Rental expenses at JNPT increased significantly due to a 30-year lease reset, impacting EBITDA margins. Management plans to pass on these costs to customers over the next 2-3 years.

Read the full Ganesh Benzoplast Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 Ganesh Benzoplast Limited earnings call transcripts on record, spanning February 15, 2024 to June 8, 2026. Based on this history, Ganesh Benzoplast Limited reports semi-annually. The most recent call on file is dated June 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

500153

Exchange

BSE

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

7

First call

February 15, 2024

Most recent

June 8, 2026

Reporting cadence

semi-annually