Jg Chemicals Limited · NSE:JGCHEM
Jg Chemicals — Q4 FY26 Earnings Presentation
25 slides from Jg Chemicals's earnings presentation, May 14, 2026
Slide 1: Exchange cover letter for earnings presentation
14th May, 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 Q4 - FY26 / FY26
Earnings Presentation Q4 - FY26 / 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: Dahej Project: Update
Dahej Project: Update 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 performance zinc chemicals) using advanced in- hous
Slide 8: 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 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: 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 11: 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 12: 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 11 Investor Presentation
Slide 13: 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 12 Investor Presentation
Slide 14: Q4-FY26/FY26 Financial Performance
Q4-FY26/FY26 Financial Performance 13 Investor Presentation
Slide 15: Financial Highlights
Financial Highlights Q4-FY26 FINANCIAL HIGHLIGHTS FY26 FINANCIAL HIGHLIGHTS Revenue From Revenue From Operations EBITDA EBITDA Margin Operations EBITDA EBITDA Margin INR 2,862 Mn INR 268 Mn 9.36% INR 9,729 Mn INR 978 Mn 10.05% PAT PAT Margin Basic/Diluted EPS PAT PAT Margin Basic/Diluted EPS INR 189
Slide 16: Q4-FY26 Operational Highlights
Q4-FY26 Operational Highlights • Record FY26 Performance & Strong Q4 Run-Rate:: Q4 sustained the strong demand momentum across all key customer segments and FY26 closed at JGC’s highest-ever annual revenue, EBITDA and PAT. Double-digit volume growth was delivered in the core segment despite a softer
Slide 17: Q4-FY26 Operational Highlights
Q4-FY26 Operational Highlights • Capacity Expansion Dahej and Naidupeta Progress: Civil works at the Dahej greenfield are in advanced stages and equipment installation has commenced; Phase 1 remains on track. The Naidupeta brownfield is in parallel progress, and surplus land at Naidupeta provides fu
Slide 18: Quarterly Financial Performance
Quarterly Financial Performance Particulars (INR Mn) Q4-FY26 Q4-FY25 Y-o-Y Q3-FY26 Q-o-Q Revenue from Operations 2,862 2,243 27.6% 2,485 15.2% Other Income 53 35 51.4% 31 71.0% Total Income 2,915 2,278 28.0% 2,516 15.9% Total Expenses 2,647 2,048 29.2% 2,257 17.3% EBITDA* 268 230 16.5% 259 3.5% EBIT
Slide 19: YTD Financial Performance
YTD Financial Performance Particulars (INR Mn) FY26 FY25 Y-o-Y Revenue from Operations 9,729 8,479 14.7% Other Income 158 100 58.0% Total Income 9,887 8,579 15.2% Total Expenses 8,909 7,618 17.0% EBITDA* 978 961 1.8% EBITDA Margins (%) 10.05% 11.33% (128) Bps Depreciation and Amortization expenses 5
Slide 20: Historical Income Statement
Historical Income Statement Particulars (INR Mn) FY23 FY24 FY25 FY26 Revenue from Operations 7,846 6,677 8,479 9,729 Other Income 96 77 100 158 Total Income 7,942 6,754 8,579 9,887 Total Expenses 7,091 6,224 7,618 8,909 EBITDA* 851 530 961 978 EBITDA Margins (%) 10.85% 7.94% 11.33% 10.05% Depreciati
Slide 21: 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 22: Financial Highlights
Financial Highlights OPERATIONAL REVENUE (INR Mn) EBITDA (INR Mn) & EBITDA MARGIN NET WORTH (INR Mn) (%) 5,235 9,729 4,598 8,479 11.3% 7,846 10.9% 3,935 6,677 10.1% 7.9% 1,999 961 978 851 530 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 21 Investor Presentation
Slide 23: Capital Market Information
Capital Market Information Shareholding Pattern (As On 31 st March, 2026) Market Data (INR) (As on 31st March, 2026) AIF, 2.11% DII, 3.47% FII, 3.28% Face Value 10.00 Public, 20.15% Promoters, 70.99% CMP 308.75 52 Week H/L 558.4/300 Marquee Shareholders MASSACHUSETTS INSTITUTE OF 2.62% TECHNOLOGY Ma
Slide 24: 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 25: Thank You
Thank You 24 Investor Presentation