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 My WOW Factor from Ganesh Benzoplast Ltd.’s Concall

GBL is selling its profitable LST (Liquid Storage Terminal) business to focus on Chemical and EPC.

What surprised me? 

📌 Chemical profits reportedly grew from ₹5 crore to around ₹20 crore in two years, without major capex.

📌 Management believes Chemical and EPC can grow faster than LST.

📌 The big question: Can these businesses replace LST’s strong profits and cash flows?

My takeaway: Selling a profitable business to fund future growth is a major capital allocation decision. The real test is execution.

Will this decision create long-term value for shareholders? Only time will tell.#GaneshBenzoplast #EquityResearch #StockMarket #CapitalAllocation #Investing