JGCHEMNSEJ.G.Chemicals LimitedLowNeutral
Announced Fri, 15 May · 12:41 IST

MONITORING AGENCY REPORT FOR THE QUARTER AND YEAR ENDED 31.03.2026

JGCHEM · price

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

Price reaction · full curve 14 horizons · vs prior close
-7.2%1-day move
₹418.00
prior close
₹399.80
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.0-0.1+0.1+0.0-7.2-7.4-5.3-6.3-5.5-1.9+1.7+2.0+6.4
Up moveDown movePending
AI summary

J.G. Chemicals has filed its Q4 FY2026 Monitoring Agency Report (ICRA Limited) under SEBI regulations for its IPO proceeds utilization. The company raised Rs. 165 crore in its IPO (March 2024) and has deployed Rs. 131.47 crore as of March 31, 2026. Rs. 33.53 crore remains unutilized, parked in fixed deposits and bank accounts earning 6-7.05% interest. The R&D Centre capital expenditure remains significantly delayed — out of Rs. 6.058 crore allocated, only Rs. 1.796 crore (30%) has been used, leaving Rs. 4.26 crore idle. The company cites delays in construction works and equipment procurement as reasons and has extended the deployment timeline to FY2027. The monitoring agency noted that purchases made do not fully align with vendor specifications in the prospectus, though the company retains flexibility per its offer document. No deviations from the stated objects of the issue were flagged.

Likely market impact

The unutilized R&D spend is a minor concern as the project timeline has slipped beyond the original FY26 estimate. However, since funds are safely parked in FDs and the objects of the issue remain unchanged, the impact on shareholders is limited. Investors should monitor whether the FY2027 R&D Centre deployment proceeds as planned.