Q4 2026 Ganesh Benzoplast Ltd Earnings Call Transcript
Key Points
- Ganesh Benzoplast Ltd (BOM:500153) reported a 12% year-on-year increase in total revenue for Q4 FY26, reaching INR1,115 million.
- The company achieved a significant turnaround with a profit after tax (PAT) of INR152 million in Q4 FY26, compared to a loss of INR132 million in the same quarter of the previous year.
- For the full fiscal year 2026, the company saw a 93% year-on-year increase in PAT, reaching INR733 million.
- The earnings per share (EPS) for FY26 nearly doubled to INR10.19 from INR5.29 in the previous year.
- The company is undertaking a capital expenditure (CapEx) to increase capacity by 50,000 KL at JNPT, expected to be completed by the end of the calendar year, which could enhance future revenue streams.
- The Goa terminal is underutilized with close to zero capacity utilization due to the cessation of big ships calling at the port, impacting potential revenue.
- A significant increase in rental expenses at JNPT, which have increased tenfold due to a 30-year reset, has impacted profitability.
- The company faces challenges in passing on the increased rental costs to customers, which may take two to three years to fully offset.
- Receivables over six months have increased, partly due to extended credit terms in the EPC segment, which could affect cash flow.
- The chemical division experienced some exceptional expenses in Q4 FY26, impacting its performance, although these are not expected to recur.
Ladies and gentlemen, good day and welcome to the Ganesh Benzoplast Limited Q4 FY26 Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded. I will now hand the conference over to Mr. Rishi Pilani, Chairman and Managing Director of the company for opening remarks. Thank you, and over to you.
Thank you. Good afternoon, everybody. Thank you so much for joining us for the Q4 FY26 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 questions and answers. Now I hand over the call to Mr. Amar Kabra, GM Finance and Taxation to share the quarter numbers with you.
Yes, hi, good afternoon, everybody. This is Amar Kabra. So I will share you the numbers. On console basis, during the Q4 of financial year 26, the company
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