Ganesh Benzoplast Limited — Investor Meet, 16-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Ganesh Benzoplast delivered strong Q1 FY26 results with consolidated revenue up 9% and PAT rising 10% YoY. The Chemical division's PBT surged 223% due to operational efficiencies, with management now expecting stable growth and considering a demerger. While their JNPT land JV was terminated, the company retained 11 prime acres and is actively evaluating developing it for liquid, LPG, or ammonia storage, with a decision expected this quarter. This could potentially boost their liquid storage capacity by 30-50%. The Cochin terminal is fully utilized, and JNPT land lease is secured for 30 more years. Management is confident about future growth and plans to consider dividends for shareholders this year.