J.G.Chemicals Ltd
J.G.Chemicals Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #36 of 71 in Chemicals & Petrochemicals
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The short version
Current capacity utilization is around 70%, with plans to increase to 85% in the near term. Company expects EBITDA margins to increase from current ~10%-11% to about 13%-14% in the next 2 to 3 years, driven by growth in non-rubber applications (from ~15% to 30% revenue share). - New Dahej plant (40,000 MT capacity) Phase-1 to start in H1 FY '27, targeting revenue generation leading to potential over Rs.
From J.G.Chemicals Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Current capacity utilization is around 70%, with plans to increase to 85% in the near term.
- New 40,000 tons per annum Dahej plant Phase-1 to be commissioned by H1 FY '27, with total revenue potential over Rs. 900 crores for both phases.
- Phase-2 likely to start 2 to 2.5 years post-Phase-1 commissioning, with balanced investment between phases.
- Growth expected from expanded presence in ceramics, specialty chemicals, pharma, agro, and tyre sectors.
- Volume growth in Zinc oxide segment was about 6-7% in H1 FY '26; Zinc Sulphate segment recorded over 20% revenue growth.
- Overall, the company expects steady growth driven by diversification into non-rubber segments (from ~15% to 30%) and new market applications.
2 more points from J.G.Chemicals Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Dahej Greenfield Expansion: Ongoing 40,000 metric tons per annum zinc chemical facility with a total project cost of about Rs. 100 crores.
- Phase-1: Expected commissioning in H1 FY '27; significant revenue potential (~Rs. 900 crores combined for both phases).
- Phase-2: Planned 2 to 2.5 years after Phase-1 commissioning, investment spend roughly split 60-40 between phases.
- Capacity Utilization Plans: Existing plant utilization at 70%, expected to increase to 85% before Dahej becomes fully operational; potential debottlenecking at Naidupeta plant.
- Recycling Rubber Venture: Early stage; details and margin expectations yet to be shared.
2 more points from J.G.Chemicals Ltd's call on capex
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Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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J.G.Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹286 Cr, net profit ₹19 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What J.G.Chemicals Ltd's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were J.G.Chemicals Ltd Q2 FY26 results?
Current capacity utilization is around 70%, with plans to increase to 85% in the near term. Company expects EBITDA margins to increase from current ~10%-11% to about 13%-14% in the next 2 to 3 years, driven by growth in non-rubber applications (from ~15% to 30% revenue share). - New Dahej plant (40,000 MT capacity) Phase-1 to start in H1 FY '27, targeting revenue generation leading to potential over Rs.
What is J.G.Chemicals Ltd share price analysis?
J.G.Chemicals Ltd currently shows a neutral. The stock trades at a P/E of 33.3 with a market cap of ₹2,501 Cr. Investors should review the full earnings analysis for detailed insights.
Is J.G.Chemicals Ltd planning capital expenditure?
Dahej Greenfield Expansion: Ongoing 40,000 metric tons per annum zinc chemical facility with a total project cost of about Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.