Why You Should Look at "Ganesh Benzoplast"? | Smart Sync Services

Why you should pay attention to Ganesh Benzoplast (Latest pick of Anil Goel & Malabar Fund) Explained by Dhruv Bajaj
Correction:
We made a big oversight by missing out on the JV announcement that dhruv talked about in the video.
The company has already announced its JV partners - Confidence Petroleum & BW LPG who will have 55% stake in the venture.
This is a big announcement considering their indigenous LPG consumption capacity which will ensure that the company will not only have very high capacity utilisations from the start, but also ensure that the operations are handled more efficiently due to the experience of its JV partners.
What are the implications of this announcement-
*On the risk front*: The risk of inability to find a JV partner & potential operational inefficiency due to lack of experience is eliminated significantly.
On Key tracking points- Since the announcement is already public since last 2 months, therefore that information is already priced in.
On valuation front- We will revise the potential of this project from 200 Crs to 400 Crs as we believe that throughout expected will increase to industry standard of 70X Vs 36X conservative estimate & since we have modelled FY27, for our calculations instead of FY26, when the plant will become operational, therefore the company's portion of the overall EBITDA will still be 130 Crs (i.e.400 Crs*70%*45%) Valuations scenario will remain unchanged .
We apologise for the oversight & thank you for all the love showered upon us.
We are also thankful to our community members for bringing this point to our notice.
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[@atulchaudhari6560]

Sir आपको बहुत धन्यवाद । आपने बहुत अच्छे तरीके से knowledge शेयर किया है ।ayyan sir ने share academy पर आपके channel के बारे बताया है । आपको बहुत बहुत धन्यवाद knowledge share करने के लिए ।

[@dhruvbajaj7865]

Thanks sir

[@mailtokumar1]

Thank you sir, no one can explain better than this 🙏

[@ashishgoel9492]

Can you please analyse these two companies: Bajel Projects Ltd and Patel Engineering Ltd. Thanks in advance!

[@CheerfulMountainLandscap-gk8pn]

Bro how can I contact you

[@sagarsiva9506]

English commentary will be verygood

[@decconan4230]

Hindi is best. So many English channels already

[@kamaluddinmd.8779]

Share acadmy s kon kon aya...

[@smartsyncservices7803]

🤣

[@CheerfulMountainLandscap-gk8pn]

Share academy ayan sir ne bola dekhne ko apka channel

[@kamaluddinmd.8779]

@@CheerfulMountainLandscap-gk8pn yes sir...

[@akshitjain3947]

U were in the concall u asked about aegis logistics impact . I think management is itself worried about competition and might have to decrease the prices

[@venkatesh1657]

Great bro. What a detailed analysis...can you explain swan energy stock which is also having huge capex....

[@smartsyncservices7803]

Thank you. Will try.

[@abhishekjadhav1443]

If possible can you please try to make a analysis video on Satin Creditcare or Surya Roshni.

[@SANTOSHSINGH4U]

Wow . what a deep researched content. .I love to see this type of research before investing. I myself try hard to make notes and research like this before investing. God bless you. thanks

[@smartsyncservices7803]

Glad it was helpful!

[@selectyourdeals8926]

Detailed and highly informative. Could you also analyse Salzer electronics when you have some free time?

[@dhruvbajaj7865]

Thanks sir, will definitely make one in the future🙂

[@rajpurohtsanthu7945]

Share academy pe bola aapke channel ke baare me ayyan sir ne

[@sunilstephens]

Kindly analyse Ratnaveer precision engineering. Thank you in advance.

[@sandeeptswill]

Wonderfully put together. When your audience feels the company as a motion picture, you win! Thanks

[@smartsyncservices7803]

Wow, thank you!

[@MadhusudhananRamarajan]

@@smartsyncservices7803 Very flat results !!

[@akhilesh5027]

Well done. One q - does doubling of lpg thruput from 36 to 70x = doubling of revenue? Are they not paid per day of storage which shd be same either way? Or is there a evacuation cost which is more profitable and more evacuations = more rev? Good job 👍

[@NarayanSingh.-]

recomended by Aayan sir

[@dhruvbajaj7865]

🙏

[@theconvergenceinvestor96]

Superb video as usual Dhruv! Crisp and clear explanation 👍🏻

[@smartsyncservices7803]

Glad you liked it!

[@dzynrgirl]

Another Malabar stock -- Xpro ltd. Please upload a deep dive for this one.

[@smartsyncservices7803]

Sure. Will try.🙂

[@jaishree5800]

हिन्दी में इतना बढ़िया जानकारी साझा करने के लिए बहुत बहुत धन्यवाद

[@jaishree5800]

बहुत बहुत 🙏🙏🙏

[@smartsyncservices7803]

🙏

[@smartsyncservices7803]

🙏

[@jaishree5800]

सर आगे भी हिन्दी में जानकारी जरूर दीजिएगा

[@purivinit]

You guys re doong great job ...Havent seen such a detailed unbiased analysis...
When done things right, win will knock the door. Cheers
Expecting more micro and small cap analysis .
Cheers

[@smartsyncservices7803]

Thank you, Vinit. It means a lot. 🙏

[@rushikeshjagdale8550]

Ayaan sir ne aap ka vdo dekhne kaha toh aaj aapko subscribe kiya hai

[@tintin101055]

Thanks very clear and practically explained . Good job

[@smartsyncservices7803]

Glad it was helpful!

[@koool]

"SSS has once again proven their expertise with an outstanding post on Ganesh Benzoplast! The detailed analysis and strategic insights provide valuable perspectives for investors. Kudos to SSS for consistently delivering top-notch content that enhances our understanding of market dynamics. Truly grateful for their insightful contributions!"

[@smartsyncservices7803]

Thank you 😊 🙏

[@dhruvbajaj7865]

Thank you so much❤

[@ajspeechs6819]

Plz in HINDI 😊😊😊

[@abhishekjadhav1443]

Great analysis. You have put a lot of effort👍.

[@smartsyncservices7803]

Thanks a ton

[@chaitanyaksk90]

Please give English subtitles

[@binoybhatt]

Good... video... and lots of hard work..❤❤ thank you...

[@smartsyncservices7803]

So nice of you

[@operatortradings]

Extremely thankful 😌 ❤❤❤❤

[@englishkiclass7122]

Aaayan sir recommanded this channel

[@dhruvbajaj7865]

🙏

[@smartsyncservices7803]

Pass our thanks and regards to Aayan Sir.😊🙏

[@jinendrajain3728]

Can we add at this price

[@VipulChaudhary9951]

Kudos great analysis in very simple manner 🎉

[@dhruvbajaj7865]

Thank you🙏

[@smartsyncservices7803]

Thanks a lot

[@AnilKumar-lr9nk]

Kamse kam2 vedio requird intjar me

[@priyashreeenterprises985]

Very well analysed bravo very good swot analysis

[@smartsyncservices7803]

Thank you 😊

[@vikeshreddyjittawar4943]

Very nice video. Thank u.

[@smartsyncservices7803]

Most welcome

[@adityagarg3688]

Really commendable effort bro🎉

[@smartsyncservices7803]

Thank you so much 😀

[@jinendrajain3728]

Any update now

[@vego6169]

Smart Boi

[@happeepamsingh793]

Good job bro

[@dhruvbajaj7865]

🙏🙏

[@smartsyncservices7803]

Thanks

[@subhashpal3322]

Thanks u brother ❤

[@dhruvbajaj7865]

🙏🙏

[@lowexpectation12]

THANKS

[@harshalmehta6393]

Superb analysis 👏

[@dhruvbajaj7865]

🙏🙏

[@smartsyncservices7803]

Thanks a ton

[@princehtc]

solid 👏👌

[@smartsyncservices7803]

Thanks 😊

[@CheerfulMountainLandscap-gk8pn]

Bhaiya meri help kijiye pls muje aese bat krni h. Mene 4 lac gawa diye h intraday future options me. Ab muje bs invest krna apni beti ke liye pls

[@alphaking5540]

very good one

[@MadhusudhananRamarajan]

Flat Q3, any view on this !!

[@dhruvbajaj7865]

Growth is expected to be moderate in the coming 2 yrs until the New LPG capex comes live which will then suddenly boost the overall sales & profits

[@md511]

Very nice 👍

[@smartsyncservices7803]

Thank you 👍

[@prof.dr.sanjaychaudhari5681]

बहुत अच्छा अनालाईस किया है

[@smartsyncservices7803]

Thanks 😊

[@gumnaam123]

Brilliant. 🔥

[@dhruvbajaj7865]

Thanks Ankit ji❤

[@AnilKumar-lr9nk]

Next soic marvless wow

[@dhruvbajaj7865]

Thank you sir🙏

[@rakeshgrover7413]

Well done 👍

[@smartsyncservices7803]

Thank you 👍

[@dhruvbajaj7865]

Thank you uncle🙂

[@sidhantrenuse6065]

Very informative!!

[@smartsyncservices7803]

Glad you liked it

[@dhruvbajaj7865]

Thanks sidhant❤

[@operatortradings]

🔥🔥