| 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
- ₹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
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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
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.