J.G.Chemicals Limited — Investor Meet, 13-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

J.G. Chemicals reported its best-ever Q1 FY27 financial results, with revenue at INR315.7 Cr (up 44.8% YoY), EBITDA at INR36.3 Cr (11.5% margin), and PAT at INR26.1 Cr (8.27% margin). Volume growth was double-digit with ~80% capacity utilization.

Management expects Dahej plant's Phase 1 (15-17k TPA zinc oxide) to commission in November (Q3 FY27), targeting 50-60% utilization by FY28 and contributing to 14-15% long-term EBITDA margins. Strategic moves include new product development, a Dubai subsidiary for sourcing/sales, and advancing recycled rubber. Management is confident on sustained demand and future growth from expansions and diversified product offerings.