J.G.Chemicals Limited — PPTs, 11-08-2025: Investor Presentation

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**1. Financial Highlights:**

Q1-FY26 Revenue from Operations up 7.7% YoY to ₹218 Cr. Net Profit (PAT) rose 3.1% YoY to ₹16.4 Cr. EBITDA was ₹23.2 Cr (+1.3% YoY), with margins at 10.64% EBITDA and 7.52% PAT.

**2. Strategic Initiatives & Growth Drivers:**

JGCL is expanding product lines like specialized zinc oxides and new rubber chemicals. A significant ₹100 Cr Greenfield CAPEX in Dahej, fully internally funded, targets 40,000+ MTPA capacity by H1-FY27, aiming to boost non-rubber revenues to 30%.

**3. Business Developments:**

As India's largest Zinc Oxide manufacturer and a top global player, JGCL is expanding its customer base. Its Naidupeta plant, uniquely IATF approved and WHO GMP certified globally, serves leading tyre makers and various industrial sectors.

**4. Market Position & Competitive Advantage:**

JGCL's market leadership is fortified by high entry barriers like extensive customer approvals and intricate global scrap sourcing. Their green manufacturing, utilizing recycled zinc, offers a strong environmental and cost edge.

**5. Investor Implications:**

Strong Q1 results, strategic CAPEX, and clear revenue diversification suggest positive growth potential. JGCL’s market dominance and eco-friendly recycling tech provide a robust competitive moat, highlighting long-term value.