J.G.Chemicals Limited — PPTs, 14-05-2026: Investor Presentation

J. G. Chemicals delivered record FY26 performance, with revenue up 14.7% YoY to 972.9 Cr and profit (PAT) up 2.7% YoY to 68.6 Cr. Q4 FY26 saw robust growth, with revenue rising 27.6% YoY to 286.2 Cr and PAT increasing 18.9% YoY to 18.9 Cr. As India’s largest Zinc Oxide manufacturer, its key segments include Rubber & Tyre, Pharma, and Agri.

A major growth driver is the new Dahej greenfield project (INR 100 Cr investment, 40,000 MTPA capacity, H1-FY27 commissioning) aimed at diversifying revenue and boosting non-rubber segments from 15% to 30%. The company leverages its leading zinc recycling technology and R&D, focusing on "Green Manufacturing" and expanding its product portfolio with over 90 specialized ZnO grades.

Civil works for the Dahej project are advanced, with equipment installation commenced. Parallel expansion is underway at Naidupeta. Pilot trials for a recycled rubber project show positive feedback, with commercial-scale plans in development. Pricing adjustments, effective April 1, 2026, have been accepted by customers.

FY26 Diluted EPS was INR 16.81, up 2.9% YoY. Q4 FY26 Diluted EPS was INR 4.61, up 17.6% YoY. EBITDA margins stood at 10.05% for FY26.

Management highlights strong automotive demand fueling significant capex plans in the tyre industry, making JGC a direct beneficiary. Policy tailwinds and secured raw material supply position the business for a strong and resilient FY27.