J.G.Chemicals Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
JG Chemicals reported its highest-ever quarterly revenue, EBITDA and PAT in Q1 FY27, with consolidated revenue of Rs 315.7 crore, up 44.8% year-on-year and 10.3% sequentially. Management attributed the performance to strong demand across end-user applications, operating leverage, a higher share of value-added and specialty products, and some inventory gains from rising zinc prices. The company also discussed progress on its Dahej greenfield project in Gujarat and the Naidupeta brownfield expansion, both targeted for commissioning in Q3 FY27.
JG Chemicals reported its highest ever annual revenue, EBITDA and PAT for FY26, with revenue of Rs 972.9 crore, EBITDA of Rs 97.9 crore and PAT of Rs 68.6 crore, while Q4 FY26 revenue grew 27.6% year-on-year to Rs 286.2 crore. Management attributed the quarter's margin pressure to a spike in energy prices and higher raw material costs in March following supply disruptions linked to a geopolitical conflict, which it said were passed on to customers effective April 1, 2026. The company also discussed progress on its Dahej (Gujarat) greenfield project, brownfield debottlenecking at Naidupeta, and early-stage work on a recycled rubber product for tire customers.