| 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
- ₹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.
More from J G Chemicals Ltd
All →J G Chemicals Credit Rating
CARE Edge Ratings assigned a CARE A+; Stable rating to J.G. Chemicals Limited's long-term bank facilities. Total facilities rated amount to ₹19.75 Crore.
- Value
- ₹19.75 Cr
J G Chemicals Annual Report
J.G. Chemicals Limited has filed its Annual Report for the financial year 2025-26. It also includes the notice for the 25th Annual General Meeting.
J G Chemicals Dividend
J.G. Chemicals has fixed Wednesday, September 23, 2026, as the record date for determining eligibility for the final dividend of ₹1.10 per share.
J G Chemicals Annual General Meeting
J.G. Chemicals Limited has announced that its 25th Annual General Meeting will be held on September 30, 2026, via Video Conferencing.
J G Chemicals Other Announcement
J.G.Chemicals Ltd has filed its quarterly shareholding pattern as mandated by SEBI regulations. The disclosure provides details on the company's current ownership structure.
J G Chemicals Investor Presentation: Key Takeaways
JGC achieved record Q1 performance with 44.8% YoY revenue growth. Management is focused on expanding into non-rubber segments like ceramics and pharma via the upcoming Dahej greenfield plant.