GANESHBE / guidance tracker

Keep management guidance in view.

Ganesh Benzoplast · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

50,000 KL capacity commissioning by December 2026

The first phase of JNPT expansion (50,000 KL) will be commissioned by end of calendar year 2026, with revenue contribution expected from Q4 FY27.

expansion

Lease rental recovery over 15-18 months

Management expects to pass on the increased lease rental burden to customers over 15-18 months, restoring margins to pre-reset levels.

margins

Annual rental revenue growth of 5-6%

On existing leased tanks, management expects rental revenue to grow 5-6% annually, consistent with historical trends.

revenue

Capex of ~₹100 Cr for JNPT expansion

Total capex for the 50,000 KL and subsequent 60,000 KL expansions is approximately ₹100 crore.

capex