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.
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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.
Q2 FY27 revenue ₹475 Cr (+34% YoY), PAT ₹57 Cr (+63%); H1 FY27 revenue ₹904 Cr, PAT ₹92 Cr. Margins expanding on operating leverage across 138 centers.
Q2 revenue ₹434 Cr, EBITDA ₹45 Cr (10.3%), PAT loss ₹6 Cr. H2 recovery claimed without a quantified bridge; FY guidance reiterated despite H1 loss.
Q2 FY27 revenue ₹307.7 Cr (+28%), PAT ₹22.8 Cr (+50%), EBITDA margin 11.6% (+220 bps). H1 revenue +32%, PAT +110%. Asset-light contract manufacturing and DaaS model.
Q2 revenue ₹403.5 Cr (+58.2%) and EBITDA ₹49.2 Cr (+87.7%) look price-led. Management was evasive on sustainability, inventory gains, and Unit 6 timing.
Q2FY27 consolidated total income ₹467 Cr (+26.6% YoY), PAT ₹66 Cr (+7.8%), EBITDA margin 21.3% (down 3ppt). Record order backlog ₹2,268 Cr; net debt-free.
Q2 FY27 revenue ₹9,530 Mn (+18%), EBITDA ₹861 Mn (9.0% margin), PAT loss ₹163 Mn. YTD revenue ₹20,418 Mn (+21%), PAT ₹309 Mn. Store rollout continues to 613 stores.
Q2FY27 total revenue INR 1,299 Mn (+17%), but EBITDA fell 2% to 213 Mn and PAT fell 15% to 64 Mn. H1 revenue +10%, PAT -14%. Advertising flat in Q2.
Q2FY27 consolidated revenue Rs 9,736 Mn (+7.6%), EBITDA Rs 2,495 Mn (25.6% margin), PAT Rs 798 Mn (+53.9%). Standalone revenue fell 23.4%. Order book Rs 1,36,849 Mn.
Record ₹1,087 Cr order book (+51% YoY) but Q2 EBITDA margin 11.2%, H1 EBITDA down 23% YoY; Omeras barely breakeven, Kinam execution lumpy.
Strong Q2 FY27: revenue up 42% YoY and FY27 growth guidance raised to 40%. The narrative leans on a memory-price tailwind and 'permanent reset' claims, while debt and inventory rise, the tax-rate jump goes unexplained, and supply-side risk is not addressed.
Q2 FY27 revenue ₹2,820 Cr (+24%) and PAT ₹325 Cr (+29%) were strong. FY27 revenue growth guidance raised to above 20%. Net debt rose ₹263 Cr on acquisition payouts. FY28 guidance withheld.
Q2 FY27 revenue Rs1,198.9 Cr (+36.3% YoY), EBITDA Rs91.5 Cr (7.66% margin), PAT Rs44.6 Cr (+9.9%). H1 revenue +26.9% YoY, PAT +5.9%.
Q2 FY27 income from operations ₹115.40 Cr (+17.34% YoY), PAT flat at ₹9.02 Cr. EBITDA margin fell 464 bps to 16.29% on lower caustic soda realisations. H1 PAT rose 23% to ₹23.97 Cr.
Q2 FY27 consolidated revenue ₹905.6 Cr (+28%), EBITDA ₹120.3 Cr (13.3% margin), PAT ₹18.2 Cr (+6%). H1 revenue ₹1,902.8 Cr (+42%), PAT ₹60.1 Cr (+43%). Store-led expansion continues.
Q2 revenue rose 3.7% to ₹95.8 Cr while PAT jumped ~224% on a 6.4% margin. The story is profit-led with flat volumes. The ₹1,000 Cr FY28 ambition looks stretched against a ~₹400 Cr run-rate.
Volume rose 24% to 32.5 BU, but standalone PAT fell 15% to ₹113 Cr on lower surcharge and treasury income. Consolidated PAT fell 28% to ₹159 Cr. PFS divestment timeline repeatedly deflected.
Q2 FY27 consolidated operating income INR 69,995 Mn (+9% YoY), EBITDA INR 9,009 Mn (+7%), PAT INR 6,319 Mn (-3%). H1 consolidated PAT INR 11,555 Mn (-4%). HDAN plant commercial from 20 Aug 2026.
Q2 FY27 total income rose 47% to Rs 35,917 lakh, EBITDA reached 1.5x at Rs 6,550 lakh (18.2% margin), and PBT grew 1.6x. E-commerce and trade channels led growth.
Q2 FY27 consolidated revenue ₹861Mn (+12%), EBITDA ₹224Mn at 26% margin, PAT ₹54Mn vs loss. H1 PAT ₹151Mn. Asset-light KHIL 3.0 expansion.
Q2 FY27: revenue ₹8,618 Mn (+7.5% YoY value), PBT margin 4.2% (+76 bps), adjusted PBT ₹360 Mn (+32%). Inventory down 26%, full-price sales 86%.
Q2 FY27 revenue Rs 3,337 Cr (+58% YoY), PAT Rs 90.6 Cr (-8%), EBITDA margin 4.2%. H1 revenue Rs 6,061 Cr (+65%), PAT Rs 160 Cr (+3%). Copper value-add expansion drives strategy.
H1 FY27 consolidated revenue ₹34.2 Cr (+29.6%) and PAT ₹14.3 Cr (+36.8%), a record half-year. Management is upbeat but gives few quantified forward targets. Warrant dilution and rising short-term borrowings need monitoring.
Q2 FY27 consolidated revenue Rs 972.7 Cr (+32.0% YoY), EBITDA Rs 248.1 Cr (+16.6%), PAT Rs 201.7 Cr (+8.6%). H1 revenue Rs 1,863.2 Cr (+28.7%). FY30 revenue target Rs 6,300-6,500 Cr.
H1FY27 revenue ₹585.2 Cr (+23.6% YoY), Adj EBITDA ₹134.4 Cr (+15.3%), Adj PAT ₹76.1 Cr (+34.7%). Expansion via acquisitions in Philippines, Kazakhstan and Saudi Arabia.
EBITDA margin collapsed to about 0.5% from 3.4% as liquidity stress hit gross margin. A ₹250 Cr rights issue is pitched as the fix, and Q3 is described as a fight to stay afloat.
Consolidated revenue ₹1,760 Cr (+45% YoY) and PAT ₹240 Cr (+42%) led by chlorochemicals/R32; battery ramp delayed, capex slipping ~1.5 quarters.
H1FY27 PAT Rs99.80 Cr (+67% YoY), PBT Rs126.66 Cr (+70%), total income Rs196.54 Cr (+49%). Gross AUM Rs2,214.68 Cr (+16%); net NPA nil.
H1 FY27 revenue ₹133.9 Cr (+60.7% YoY), PAT ₹16.9 Cr (+83.8%), EBITDA margin 20.2%. Order book ₹377.6 Cr; Plant II deferred on raw-material costs.
Q2FY27: AUM INR 19,003 Cr (+34% YoY), PAT INR 129 Cr (+41% YoY), record quarterly profit; D2C mix 66%.