Jg Chemicals Limited · NSE:JGCHEM
Jg Chemicals — Q1 FY2027 Earnings Presentation
26 slides from Jg Chemicals's earnings presentation, Aug 8, 2026
Slide 1: Exchange filing cover letter for earnings presentation
8th August, 2026 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 (East
Slide 2: Earnings Presentation Q1 – FY27
Earnings Presentation Q1 – FY27
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: Dahej Project: Update
Dahej Project: Update State-of-the-art Greenfield Facility at Dahej, Gujarat 11.43 40,000+ Rs. 100 Cr Rs. 900 Cr Q3FY27 Acres MTPA Investment Revenue Commissioning Land Acquired Capacity Potential Timeline May 2025 A Strategic Growth Platform Strengthen presence in Western India to cater to high-gro
Slide 8: 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 90 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 9: 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 90+ 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 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 10 Investor Presentation
Slide 12: 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 13: Diversification of Product Pool to Aid Margins
Diversification of Product Pool to Aid Margins JG is gradually diversifying into higher-margin products and expanding into ceramics, As on FY26, Rubber industry contributes ~85% of JG’s pharmaceuticals, agriculture, and electronics. revenue Expansion plans across high-potential product segments Phar
Slide 14: New Product Launches: The Journey Begins
New Product Launches: The Journey Begins Increased Focus on R&D and Growth of Product Portfolio Patents & Innovations Advanced stages of securing a patent for a rubber curing activator jointly developed with premier research institute. The innovative physical blend of metal oxide and organic acid of
Slide 15: 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 14 Investor Presentation
Slide 16: Q1-FY27 Financial Performance
Q1-FY27 Financial Performance 15 Investor Presentation
Slide 17: Financial Highlights
Financial Highlights Q1-FY27 FINANCIAL HIGHLIGHTS Revenue From Operations EBITDA EBITDA Margin INR 3,157 Mn INR 363 Mn 11.50% PAT PAT Margin Basic/Diluted EPS INR 261 Mn 8.27% INR 6.40/share 16 Investor Presentation
Slide 18: Q1-FY27 Operational Highlights
Q1-FY27 Operational Highlights • Best Q1 FY27 Performance: JGC delivered its best-ever quarterly performance in Q1 FY27, extending the record trajectory established in FY26. Strong demand and volume growth was witnessed across all end user applications. Revenue, EBITDA, and PAT each achieved new all
Slide 19: Q1-FY27 Operational Highlights
Q1-FY27 Operational Highlights • Pilot project validated. Commercial scale in motion : Pilot trials of the “Devulc” rubber project has got good response from our key tyre customers. We are working along with them on further product development and optimization. In parallel, company is working on a d
Slide 20: Quarterly Financial Performance
Quarterly Financial Performance Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y Q4-FY26 Q-o-Q Revenue from Operations 3,157 2,180 44.8% 2,862 10.3% Other Income 27 34 (20.6%) 53 (49.1%) Total Income 3,184 2,214 43.8% 2,915 9.2% Total Expenses 2,821 1,982 42.3% 2,647 6.6% EBITDA* 363 232 56.5% 268 35.4% E
Slide 21: Historical Income Statement
Historical Income Statement Particulars (INR Mn) FY24 FY25 FY26 Q1- FY27 Revenue from Operations 6,677 8,479 9,729 3,157 Other Income 77 100 158 27 Total Income 6,754 8,579 9,887 3,184 Total Expenses 6,224 7,618 8,909 2,821 EBITDA* 530 961 978 363 EBITDA Margins (%) 7.94% 11.33% 10.05% 11.50% Deprec
Slide 22: Historical Balance Sheet
Historical Balance Sheet Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 EQUITY 4,055 4,746 5,411 NON-CURRENT ASSETS 551 539 903 Share Capital 392 392 392 (a) Property, plant & equipment 417 389 672 Other Equity 3,592 4,255 4,892 (b) Capital Work-in-progress - 11 78 Non Contr
Slide 23: Financial Highlights
Financial Highlights OPERATIONAL REVENUE (INR Mn) EBITDA (INR Mn) & EBITDA MARGIN NET WORTH (INR Mn) (%) 5,510 5,235 9,729 4,598 8,479 11.3% 10.1% 3,935 6,677 7.9% 3,157 961 978 11.5% 530 363 FY24 FY25 FY26 Q1 FY27 FY24 FY25 FY26 Q1 FY27 FY24 FY25 FY26 Q1 FY27 22 Investor Presentation
Slide 24: Capital Market Information
Capital Market Information Shareholding Pattern (As On 30 th June, 2026) Market Data (INR) (As on 30th June, 2026) AIF, 2.11% DII, 0.89% FII, 3.21% Public, 22.79% Face Value 10.00 Promoters, 70.99% CMP 424.65 52 Week H/L 558.4/300 Marquee Shareholders MASSACHUSETTS INSTITUTE OF 2.62% TECHNOLOGY Mark
Slide 25: 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 26: Thank You
Thank You 25 Investor Presentation