J.G.Chemicals Limited has informed the Exchange about Investor Presentation
JGCHEM · price
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J.G. Chemicals, India's largest Zinc Oxide manufacturer, reported record FY26 revenue of INR 9,729 Mn (up 14.7% YoY) with PAT of INR 686 Mn (up 2.7%). Q4 FY26 revenue was INR 2,862 Mn (up 27.6% YoY) with PAT of INR 189 Mn. However, EBITDA margins compressed to 10.05% in FY26 from 11.33% in FY25, and further to 9.36% in Q4 FY26. The company is building a new Dahej, Gujarat facility with 40,000+ MTPA capacity at INR 100 crore investment, targeting INR 900 crore potential revenue from H1-FY27. Higher energy, logistics, and procurement costs are being passed on to customers from April 2026. Tyre industry capex plans of Rs 20,000-25,000 crore over 3 years bode well for JGC given its position as supplier to 9 of top 10 global tyre manufacturers.
Margin compression is a concern despite revenue growth, suggesting cost pressures are partially absorbed. The Dahej expansion and tyre industry capex cycle provide multi-year revenue visibility, but near-term profitability pressure from rising input costs may keep margins under stress in FY27.