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Investor Presentation

J G Chemicals Investor Presentation: Key Takeaways

J.G. Chemicals reported its best-ever Q1 performance in FY27, driven by strong demand in the tyre sector and ongoing capacity expansions in Dahej and Naidupeta.

Highlights
Revenue growth44.8% YoY growth in Q1-FY27.
MarginsEBITDA margins improved to 11.50% from 10.64% YoY.
Demand visibilityStrong; fueled by OEM expansion and replacement demand in tyre sector.
Management confidenceHigh; citing best-ever quarterly performance and strong momentum.

Growth

Revenue grew 44.8% YoY to ₹3,157 Mn; PAT increased 59.1% YoY to ₹261 Mn.

Outlook

Commissioning Dahej greenfield (40k MTPA) and Naidupeta brownfield projects in Q3FY27; targeting 30% non-rubber revenue.

Risks

Global supply chain disruptions and West Asia crisis impacting broader industry logistics.

Last quarter's promises, checked

Delivered

  • Guided double-digit volume growth → delivered 44.8% revenue growth (= BEAT)
  • Guided 10-11% EBITDA margins → delivered 11.5% (= BEAT)
  • Guided Dahej commissioning in FY27 → on track for Q3FY27 (= BEAT)

Partly delivered

  • Guided 30-35% Dahej sales from ceramics → current rubber dominance at 85% (= PARTIAL)
Source

Investor Presentation 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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