My WOW Factor from Ganesh Benzoplast Ltd.’s Concall
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