J.G.Chemicals Limited — PPTs, 04-02-2025: Investor Presentation

**Financial Highlights:**

For the quarter, J.G. Chemicals Limited reported revenue from operations of INR 2,091 Mn, marking a significant 29.63% year-on-year increase. The EBITDA stood at INR 256 Mn with an EBITDA margin of 12.24%. Net profit for the period reached INR 178 Mn, translating to a PAT margin of 8.51%, and basic diluted EPS is reported at INR 4.33.

In the nine-month period, revenue from operations totaled INR 6,237 Mn, up 28.25% compared to last year. The EBITDA surged to INR 731 Mn, reflecting a margin of 11.72%. The net profit increased substantially to INR 508 Mn, with a PAT margin of 8.14% and diluted EPS at INR 12.42.

**Strategic Initiatives and Growth Drivers:**

J.G. Chemicals continues to see strong demand across its diverse zinc chemicals portfolio despite economic challenges. The company is focused on further expansion in its zinc sulphate business and evaluating new product lines. Sustainability efforts are emphasized, particularly in recycling initiatives that could enhance operational efficiencies.

**Business Developments:**

The company operates multiple manufacturing plants with an integrated approach to zinc recycling, showcasing the use of in-house developed technology. This focus on sustainability positions J.G. Chemicals favorably in the market.

**Market Position and Competitive Advantage:**

With a robust market share of approximately 30% in India, J.G. Chemicals is the leading zinc oxide producer in the country and a top global manufacturer. Their established relationships with key clients in various sectors, including tyres and pharmaceuticals, contribute to their strong sales and customer retention rates.

**Investor Implications:**

Overall, J.G. Chemicals' strong financial performance and strategic focus on sustainability and expanding customer applications present a positive outlook. The company's commitment to innovation and quality reinforces its competitive edge, making it a noteworthy player in the zinc oxide industry. Potential investors should watch closely as the firm explores new growth avenues.