J G Chemicals Ltd (BOM:544138)

Q2 2026 JG Chemicals Ltd Earnings Call Transcript

Nov 17, 2025 / 10:30 AM GMT

Transcript

Key Points

Positve

J G Chemicals Ltd (NSE:JGCHEM) is India's largest zinc oxide manufacturer and a leading zinc recycling company, catering to a wide range of industries.
The company has a strong customer base with over 200 domestic clients and exports to more than 10 countries, including servicing top global tire manufacturers.
J G Chemicals Ltd (NSE:JGCHEM) has a high repeat order percentage of over 95%, indicating strong customer relationships and trust.
The company is expanding into non-rubber applications, aiming to increase this segment's share from 15% to over 30% in the next 4 to 5 years.
The company is progressing with its 40,000 metric tons per annum expansion project in Gujarat, expected to significantly boost revenue and market presence.

Negative

The company's EBITDA margin saw a slight decline due to higher costs from shipping delays, though this is expected to normalize.
There is a dependency on zinc prices, which can impact margins due to the core inventory held by the company.
The company faces competition from numerous small zinc oxide producers, though it maintains a competitive edge through scale and quality.
The approval process for new products, especially in the tire industry, can be lengthy, potentially delaying revenue realization.
The company's expansion plans require significant capital investment, with phase two of the Gujarat project expected to take a couple of years post phase one.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JGCH.NS - JG Chemicals Ltd
Q2 2026 JG Chemicals Ltd Earnings Call
Nov 17, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the JG Chemicals Limited Q2 and H1F526 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on a touchstone phone. I now hand the conference over to Miss Prachi from Philip Capital.

Thank you and over to you, ma'am.

Good evening everyone. On behalf of Philip Capital Private Grant Group, I welcome all of you to Q2 and H1F526 Berling conference call of Jy Chemical Limited.

Before we begin, I would like to mention a short cautionary

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