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, posted Q1 FY26 revenue of INR 2,180 Mn, up 7.7% YoY, with EBITDA of INR 232 Mn (margin 10.64%, down 67 bps YoY) and PAT of INR 164 Mn (margin 7.52%). EBITDA margin declined YoY but improved 34 bps sequentially. The company highlighted strong demand across all end-user industries and healthy growth in zinc sulphate sales. A major greenfield project in Dahej, Gujarat was announced: 11.43 acres of land, 40,000+ MTPA capacity for zinc chemicals, INR 100 crore investment funded entirely from internal accruals, commissioning targeted for H1 FY27, with potential revenue of INR 900 crores. Management aims to grow non-rubber revenue contribution from 15% to 30% over the next few years, which is expected to drive margin expansion.
Margins remained under mild pressure YoY but the sequential improvement and the Gujarat capacity expansion plan signal growth ahead. Shareholders should watch for capacity commissioning in H1 FY27 and progress on the non-rubber segment mix shift, which is central to management's margin expansion thesis.