Jg Chemicals Limited · NSE:JGCHEM
Jg Chemicals — Q1 FY2026 Earnings Presentation
23 slides from Jg Chemicals's earnings presentation, Aug 11, 2025
Slide 1: Cover letter to stock exchanges
11th August, 2025 To, To, The Manager, The General Manager Listing Department, Department of Corporate Services, National Stock Exchange of India Ltd., BSE Ltd., Exchange Plaza, 1st Floor, New Trading Ring, Plot No. – C – 1, G Block, Rotunda Building, Bandra – Kurla Complex, P.J. Towers, Bandra (Eas
Slide 2: Earnings Presentation Q1 - FY26
Earnings Presentation Q1 - FY26
Slide 3: India's Largest Zinc Recycling Company
India’s Largest Zinc Recycling Company JG Chemicals Limited (JGCL), incorporated in 1975, is the largest manufacturer of Zinc Oxide in India. Revenue Segmentation The company started off with a small plant in Kolkata in 1975 with a capacity of about 600 MTPA, and has today scaled up to become am
Slide 4: Geographical Presence
Geographical Presence Europe Other SAARC Countries Plant 1, West Thailand Bengal India Plant 2, West Bengal Constitutes Naidupeta, Andhra 99.25% Pradesh of total exports Australia from India • Direct customer relations – Over 95% of sales are directly to end customers, helps build strong relations.
Slide 5: Marquee Clients
Marquee Clients 4 Investor Presentation
Slide 6: Manufacturing plants
Manufacturing plants West Bengal Naidupeta, Andhra Pradesh Plant 1: Jangalpur The only IATF approved ZnO facility globally and also has WHO Capacity: GMP certification (amongst the very few plants globally to have 14,400 MTPA for Zinc Oxide this). 5,040 MTPA for Recycled Zinc Ingots Capacity: 43,704
Slide 7: Environmentally Friendly Manufacturing Process
Environmentally Friendly Manufacturing Process Environmentally Friendly Manufacturing Process Use of recycled/ secondary zinc instead of primary Zinc Using recycled metal instead of finite virgin ores JGCL is the largest zinc recycling company in India. Our business 73% 82% exemplifies circular econ
Slide 8: Leading Market Position With Diversified Customer Base
Leading Market Position With Diversified Customer Base ZnO is a highly versatile chemical, it is used is for various industries with 80+ grades sold for a wide spectrum of industrial applications requiring high customization to manufacture from zinc scrap making it a complex manufacturing process ha
Slide 9: Key Strengths
Key Strengths JGCL has a very Only IATF certified facility strong brand recall, (Naidupeta) in India & image and goodwill 9 out of Top 10 global Sell over 80 grades obtained licenses to mfg. amongst the and Top 11 domestic of ZnO as per ZnO in with IPBP/USP/ customers which it has Tyre manufacturers
Slide 10: High Entry Barriers in the Industry
High Entry Barriers in the Industry Long drawn process for Customer Approvals Strong Sourcing Network of Zinc Scrap Stringent Regulatory Approvals On an average it takes about 4 to 5 years minimum The procurement of zinc scrap, which is recycled by Various licenses like IATF, WHO GMP and others to g
Slide 11: Zinc Scrap comes in different size, shapes and quality
Zinc Scrap comes in different size, shapes and quality Zinc Dross/Scrap is a highly complex metal to process and handle while ensuring highest efficiencies. JGC has best in class zinc scrap recycling technology which gives it a strong competitive edge; ability to process a vide varieties of zinc scr
Slide 12: Future Growth Strategies
Future Growth Strategies Expand Product Portfolio Deeper Penetration in Domestic Markets Ramp-up of Zinc Sulphate Business Expansion to New Geographies Diversify Customer Applications in End-user Industries 11 Investor Presentation
Slide 13: Q1 – FY26 Financial Performance
Q1 – FY26 Financial Performance 12 Investor Presentation
Slide 14: Financial Highlights
Financial Highlights Q1-FY26 FINANCIAL HIGHLIGHTS Revenue From Operations EBITDA EBITDA Margin INR 2,180 Mn INR 232 Mn 10.64% Net Profit PAT Margin Basic/Diluted EPS INR 164 Mn 7.52% INR 4.03 share 13 Investor Presentation
Slide 15: Q1-FY26 Operational Highlights
Q1-FY26 Operational Highlights • The company has continued to witness strong demand across all end user industries, resulting in volume and revenue growth. • Focus on adding new customers across applications, which has helped grow the overall customer base and sales. • Zinc sulphate sales have conti
Slide 16: Greenfield CAPEX – Dahej, Gujarat
Greenfield CAPEX – Dahej, Gujarat JGCL board has approved CAPEX for a new state-of-the art project in Dahej Gujarat for zinc chemicals using the most advanced recycling technologies Land Acquired: 11.43 acres Product: Wide range of zinc chemicals (zinc oxides, zinc sulphates and other high performan
Slide 17: Quarterly Financial Performance
Quarterly Financial Performance Particulars (INR Mn) Q1-FY26 Q1-FY25 Y-o-Y Q4-FY25 Q-o-Q Revenue from Operations 2,180 2,025 7.7% 2,243 (2.8)% Other Income 34 5 NA 35 (2.9)% Total Income 2,214 2,030 9.1% 2,278 (2.8)% Total Expenses 1,982 1,801 10.0% 2,048 (3.2)% EBITDA* 232 229 1.3% 230 0.4% EBITDA
Slide 18: Historical Income Statement
Historical Income Statement Particulars (INR Mn) FY23 FY24 FY25 Q1-FY26 Revenue from Operations 7,846 6,677 8,479 2,180 Other Income 96 77 100 34 Total Income 7,942 6,754 8,579 2,214 Total Expenses 7,091 6,224 7,618 1,982 EBITDA 851 530 961 232 EBITDA Margins (%) 10.85% 7.94% 11.33% 10.64% Depreciat
Slide 19: Historical Balance Sheet
Historical Balance Sheet Particulars (INR Mn) FY23 FY24 FY25 Particulars (INR Mn) FY23 FY24 FY25 EQUITY 2,135 4,055 4,746 NON-CURRENT ASSETS 415 551 539 Share Capital 317 392 392 (a) Property, plant & equipment 353 417 389 Other Equity 1,759 3,592 4,255 (b) Capital Work-in-progress 9 - 11 Non Contro
Slide 20: Financial Highlights
Financial Highlights OPERATIONAL REVENUE (INR Mn) EBITDA (INR Mn) & EBITDA MARGIN NET WORTH (INR Mn) (%) 4,598 8,479 7,846 3,935 11.3% 6,677 10.9% 10.6% 7.9% 1,999 961 2,180 851 530 232 FY23 FY24 FY25 Q1 FY26 FY23 FY24 FY25 Q1 FY26 FY23 FY24 FY25 19 Investor Presentation
Slide 21: Capital Market Information
Capital Market Information Shareholding Pattern (As On 30th June, 2025) Market Data (INR) (As on 30th June 2025) DII, 1.29% FII, 6.05% AIF, 2.20% Face Value 10.00 Public, 19.47% Promoters, 70.99% CMP 404.60 52 Week H/L 484.00/226.8 Marquee Shareholders Massachusetts Institute of Technology 4.20% Mar
Slide 22: Disclaimer
Disclaimer JG Chemicals Limited No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events no
Slide 23: Thank You
Thank You 22 Investor Presentation