JGCHEMNSEJ.G.Chemicals LimitedMediumNeutral
Announced Mon, 19 May · 10:34 IST

J.G.Chemicals Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

JGCHEM · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

J.G. Chemicals, India's largest Zinc Oxide manufacturer and largest zinc recycling company, reported strong FY25 results with revenue growing 27% YoY to INR 8,479 Mn. EBITDA surged 81.3% to INR 961 Mn with margins expanding 339 bps to 11.33%, while net profit more than doubled to INR 668 Mn (up 108.1% YoY), driving EPS to INR 16.34. Q4 FY25 revenue grew 23.7% YoY to INR 2,243 Mn, though EBITDA margins dipped 78 bps to 10.25% on a sequential basis. The company is acquiring 11.43 acres in Dahej, Gujarat for a greenfield Zinc Oxide facility expected by H1 FY27, and completed an additional 2.96-acre land purchase at Naidupeta for advanced recycling products.

Likely market impact

Strong FY25 earnings with sharp margin expansion and a clear capacity expansion roadmap (new Dahej plant by H1 FY27) signal a positive growth trajectory, likely supportive of the stock. The Q4 margin dip on a sequential basis is a minor watch point but reflects investment in future growth.