J.G.Chemicals Limited has informed the Exchange about Transcript

J.G. Chemicals delivered its highest ever annual performance in FY26 with revenue of INR972.9 crores, EBITDA of INR97.9 crores, and PAT of INR68.6 crores. Q4 revenue stood at INR286.2 crores, up 27.6% YoY. The company is the largest zinc oxide manufacturer in India and among global top 5. Current capacity utilization is ~77% for zinc oxide and ~60% for zinc sulphate, with debottlenecking at Naidupeta expected by December 2026. The Dahej greenfield project in Gujarat (INR100 crore investment targeting INR900 crore sales at full capacity) is on track for Phase 1 commissioning in H1 FY27, with expected 35-40% utilization in H2 FY27 and 65-70% in FY28. March 2026 saw raw material cost pressures and energy price spikes due to geopolitical disruptions, but these have been fully passed on to customers from April 1, 2026. The company guided return to normal 10-11% EBITDA margins from Q1 FY27, with potential to reach 13-14% blended margins as higher value-added products come online. Strong demand environment supported by GST reductions and INR20,000 crore cumulative tire industry capex plans over 3 years. Export sales constitute 10-15% of total revenue.