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J.G.Chemicals Limited Q1 FY26 earnings call summary

NSE: JGCHEM · BSE: 544138

Earnings call of 12 Aug 2025, summarised by AI from the filing.

JG Chemicals Q1 FY26 revenue ₹221.4 cr, EBITDA ₹23.2 cr; board approves ₹100 cr Dahej capex for 40,000 MTPA Zinc chemicals facility.

Key takeaways

  1. Q1 FY26 results Consolidated revenue ₹221.4 cr, EBITDA ₹23.2 cr, PAT ₹16.35 cr.
  2. Dahej capex Board approved ₹100 cr greenfield capex for 40,000 MTPA Zinc chemicals facility at Dahej, funded through internal accruals, with potential to generate ₹900 cr revenue.
  3. Margin expansion EBITDA margin expected to increase by 200 to 300 basis points over the next few years.
  4. Zinc price risk Sharp movements in Zinc prices can impact inventory and quarterly EBITDA despite natural hedge.

Original filing on BSE

J.G.Chemicals Limited Q1 FY27 results

As filed: Revenue ₹316 cr (+45% year on year), EBITDA ₹33.5 cr (+68% year on year), PAT ₹26.1 cr (+63% year on year), EBITDA margin 10.6% (+145 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹286 cr (+28% year on year), EBITDA ₹21.5 cr (+13% year on year), PAT ₹18.9 cr (+18% year on year), EBITDA margin 7.5% (−98 bps). Score 77 of 100, Above trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was above it. EBITDA margin fell 98 bps year on year. Share price after the results: +3.1% in 29 days (Nifty 500: −0.1%).
  • Q3 FY26: Revenue ₹248 cr (+19% year on year), EBITDA ₹22.8 cr (+4% year on year), PAT ₹18.4 cr (+2% year on year), EBITDA margin 9.2% (−136 bps). Score 45 of 100, In line with trend. EBITDA margin fell 136 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −12.6% in 30 days (Nifty 500: −7.8%).
  • Q2 FY26: Revenue ₹220 cr (+4% year on year), EBITDA ₹17.0 cr (−19% year on year), PAT ₹15.0 cr (−12% year on year), EBITDA margin 7.7% (−218 bps). Score 24 of 100, Below trend. EBITDA margin fell 218 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 6% from last quarter. Share price after the results: −11.1% in 28 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹218 cr (+7% year on year), EBITDA ₹20.0 cr (−9% year on year), PAT ₹16.0 cr (0% year on year), EBITDA margin 9.2% (−166 bps). Score 27 of 100, Below trend. EBITDA margin fell 166 bps year on year. Consolidated profit +0% but standalone +50%. Not enough history for a trend yet: scored on growth alone. Share price after the results: +0.9% in 30 days (Nifty 500: +1.9%).
  • Q4 FY25: Revenue ₹224 cr (+24% year on year), EBITDA ₹19.0 cr (+12% year on year), PAT ₹16.0 cr (+14% year on year), EBITDA margin 8.5% (−91 bps). Score 57 of 100, In line with trend. EBITDA margin fell 91 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 11% from last quarter. Share price after the results: +11.5% in 30 days (Nifty 500: +1.0%).
  • Q3 FY25: Revenue ₹209 cr, EBITDA ₹22.0 cr, PAT ₹18.0 cr, EBITDA margin 10.5%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹209 cr). Scored once a year-earlier consolidated quarter exists.
  • Q2 FY25: Revenue ₹212 cr, EBITDA ₹21.0 cr, PAT ₹17.0 cr, EBITDA margin 9.9%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹212 cr). Scored once a year-earlier consolidated quarter exists.

Past price moves after results do not indicate future moves. Not a recommendation.

J.G.Chemicals Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.