J.G.Chemicals Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JG Chemicals reported Q1 FY26 revenues of INR 221.4 Cr, EBITDA of INR 23.2 Cr, and PAT of INR 16.35 Cr. The company is undertaking a new INR 100 Cr Greenfield CAPEX in Dahej for a 40,000 MTPA Zinc chemicals facility, aiming for INR 900 Cr revenue potential. Management expects overall EBITDA margins to improve by 200-300 basis points from new value-added products. The company targets doubling revenues every 3-4 years, driven by expansion into non-rubber segments like ceramics and specialty chemicals (from 15% to over 30% of revenue) and new products for the tyre industry. Pricing aligns with LME, offering a natural hedge.