ALFA Finder| Management target | Revenue 30.0% next few years |
|---|
| Revenue growth | 14.7% YoY for FY26. |
|---|---|
| Margins | EBITDA margin at 10.05%; passing through higher costs to customers. |
| Demand visibility | Strong automotive backdrop; tyre industry capex increasing significantly. |
| Management confidence | High; record annual revenue, EBITDA, and PAT achieved. |
Growth
FY26 revenue rose 14.7% to INR 9,729 Mn; PAT increased 2.7% to INR 686 Mn.
Outlook
Dahej project commissioning in H1-FY27; targeting 30% non-rubber revenue contribution; INR 100 Cr investment funded internally.
Risks
Global zinc dross flow disruptions due to war; energy and logistics cost volatility.
Last quarter's promises, checked
Delivered
- Commission Phase 1 solar Naidupeta in FY26 → Commissioned (= BEAT)
- Achieve double-digit volume growth → Delivered double-digit (= BEAT)
- Record FY26 revenue/EBITDA/PAT → Delivered INR 972.9/97.9/68.6 Cr (= BEAT)
Partly delivered
- Execute Dahej project → Civil/machinery underway, commissioning H1-FY27 (= PARTIAL)
- Increase non-rubber share → 3-4% shift achieved, major gains post-Dahej (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: JGCHEM. Summary written with AI assistance from the document.
J G Chemicals Ltd: key numbers
- Share price
- ₹594.70
- Market cap
- ₹2,330 Cr
- Revenue (annual)
- ₹972.9 Cr
- Net profit (annual)
- ₹65.88 Cr
- P/E (TTM)
- 26.6×Sector 35.5×
- Promoter holding
- 70.99%+0.00% QoQ
- FII holding
- 3.77%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from J G Chemicals Ltd
All →J G Chemicals Earnings Call Transcript: Key Takeaways
Q2 FY27 record quarter: revenue ₹3,610 Mn (+63.9% YoY), EBITDA ₹387 Mn (10.72% margin), PAT ₹280 Mn (+86.7% YoY). H1 PAT ₹541 Mn. Capacity expansion underway.
J G Chemicals Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹3,610Mn (+63.9% YoY), EBITDA ₹387Mn (10.72% margin), PAT ₹280Mn (+86.7% YoY). Dahej and Naidupeta capacity expansions drive growth.
J G Chemicals Management Change
J.G. Chemicals appointed Kaushik Roy and Sunil Duggal as Non-Executive Independent Directors for 36-month terms, effective 3 November 2026. Both bring extensive industrial and chemicals leadership experience.
J G Chemicals Other Announcement
J.G. Chemicals filed ICRA's monitoring agency report for the quarter ended 30-Sep-2026. It reports no deviation from the IPO objects.
J G Chemicals Q2 FY27 Results: Net Profit ₹28 Cr, Up 86.7% YoY
J G Chemicals Ltd reported revenue from operations of ₹361 Cr (+63.9% YoY) and net profit of ₹28 Cr (+86.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹28 Cr · +86.7% YoY
J G Chemicals Board Meeting Date
J.G. Chemicals will hold a board meeting on 3 Nov 2026 to approve Q2 and H1 FY27 unaudited results. No financial figures are disclosed in this advance intimation.