ALFA Finder| EBITDA Margin guidance | 13.5% → 14.5% Raised by 1.0 percentage points |
|---|
| Revenue growth | 44.8% YoY; 10.3% QoQ. |
|---|---|
| Margins | Targeting 14-15% EBITDA through higher value-added product mix. |
| Demand visibility | Strong momentum across tire, ceramics, and specialty chemical sectors. |
| Management confidence | High; citing structural India growth and capacity expansion. |
Growth
Q1 Revenue hit ₹315.7 Cr (up 44.8% YoY), EBITDA reached ₹36.3 Cr (11.5% margin), and PAT grew to ₹26.1 Cr.
Outlook
Targeting 14-15% EBITDA margins. Dahej plant (40k MT) phase 1 commissioning in Q3 FY27; total capacity to exceed 115k MT.
Risks
Global supply chain disruptions for Zinc Dross due to geopolitical conflicts remain a primary concern.
Last quarter's promises, checked
Delivered
- Guided double-digit volume growth → delivered double-digit volume growth (= BEAT)
- Guided Gujarat Phase 1 commissioning FY27 → Dahej commissioning on track for Q3 FY27 (= BEAT)
- Guided Naidupeta debottlenecking by Dec 2026 → Progressing as planned (= BEAT)
Partly delivered
- Guided 13-14% blended EBITDA margin → delivered 11.5% (= PARTIAL)
Investor Presentation filed with BSE, 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.