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Earnings Call

J G Chemicals Earnings Call: Key Takeaways

J.G. Chemicals achieved record FY26 performance with Revenue of ₹9,729 Mn and PAT of ₹686 Mn, driven by strong automotive demand and leadership in zinc recycling.

Why this was an Alfa AlertNot a filter event. Results are record-breaking but no comparison against specific prior management guidance was provided to establish a material beat.
Highlights
Revenue growthFY26: 14.7% YoY; Q4-FY26: 27.6% YoY.
MarginsEBITDA margin at 10.05% for FY26; slight compression from FY25.
Demand visibilityHigh; record auto volumes and upsizing tyre industry capex.
Management confidenceStrong; cite 'highest-ever' annual revenue, EBITDA, and PAT.

Growth

FY26 Revenue up 14.7% YoY; PAT up 2.7% YoY. Q4 FY26 Revenue grew 27.6% YoY to ₹2,862 Mn.

Outlook

Capex at Dahej Project (INR 100 cr) commissioning H1-FY27; aiming for 30% non-rubber revenue contribution.

Risks

Raw material disruption (zinc dross flows), higher energy and logistics costs, and intense regulatory/customer approval cycles.

Source

Earnings Call filed with NSE, NSE: JGCHEM. Summary written with AI assistance from the document.

Read the document ↗

J G Chemicals Ltd: key numbers

Share price
₹620.10
Market cap
₹2,430 Cr
Revenue (annual)
₹972.9 Cr
Net profit (annual)
₹65.88 Cr
P/E (TTM)
32.3×Sector 37.5×
Promoter holding
70.99%+0.00% QoQ
FII holding
3.21%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
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