J G Chemicals Ltd (BOM:544138)

Q4 2026 JG Chemicals Ltd Earnings Call Transcript

May 15, 2026 / 10:00 AM GMT

Release Date Price: ₹393.15 (-4.82%)

Transcript

Key Points

Positve

J G Chemicals Ltd (NSE:JGCHEM) reported its highest ever annual revenue, EBITDA, and PAT for FY26, indicating strong financial performance.
The company is the largest zinc oxide manufacturer and recycler in India, and among the top five globally, showcasing its market leadership.
J G Chemicals Ltd (NSE:JGCHEM) has a diverse customer base, supplying to over 200 domestic and 50 international accounts, including major tire manufacturers.
The company is expanding its capacity with a new project in Gujarat, expected to significantly increase production capacity and cater to new industries like ceramics.
Sustainability initiatives, including a solar power project, are enhancing the company's ESG profile and reducing energy costs.

Negative

The company faced challenges due to geopolitical conflicts affecting global supply chains, particularly impacting raw material procurement.
There was a slowdown in the zinc sulfate segment, attributed to rising input costs and deferred purchases by farmers.
Energy and raw material cost increases in March impacted margins, despite efforts to pass these costs onto customers.
The company operates in a competitive market with several smaller players, which could impact market share and pricing power.
The new Gujarat plant may face initial underutilization, with expected utilization rates of 35-40% in the first six months, potentially affecting short-term profitability.

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

JGCH.NS - JG Chemicals Ltd
Q4 2026 JG Chemicals Ltd Earnings Call
May 15, 2026 / 10:00AM 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 JG Chemicals Limited Q4 FY26 and FY26 Earnings Conference Call.

As a reminder, all participant lines will be in the lesson-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchtone phone.

Please note that this conference is being recorded.

And now in the conference, Voter Sr. Naveen Agarwal, Head, Institutional Equities and SKP Securities Limited.

Thank you, and over to Mr. Agarwal.

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Unidentified_2

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