J.G.Chemicals Limited — Investor Meet, 20-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JG Chemicals crushed Q3 FY26 with record revenue (INR 249 Cr, +19% YoY), EBITDA (INR 26 Cr), and PAT (INR 18 Cr). 9M revenue hit INR 687 Cr. Strong demand and specialized orders fueled growth.

Management is bullish, backed by auto sector momentum and planned capacity boosts: Dahej greenfield (H1 FY27, ~INR 400 Cr revenue potential) and Naidupeta brownfield. Recycled rubber trials look promising. Aiming for 13-14% EBITDA margins in 2-3 years as non-rubber mix grows to 30%. Zinc price gains expected Q4. Solid cash position >INR 150 Cr. Growth focused, sustainable strategy in play!