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Latest: J.G.Chemicals Ltd Q1 FY27 (Apr–Jun 2026) results →This page is Q4 FY26 (Jan–Mar 2026).All Q4 FY26 results →
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J.G.Chemicals Ltd

Q4 FY26Chemicals & Petrochemicals

J.G.Chemicals Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹622
Market cap₹2.4K Cr
P/E31.6
Updated23 Aug 2026
Read4 min read

The short version

JG Chemicals expects strong demand momentum to continue driven by robust growth across all key customer segments, including tires, ceramics, pharmaceuticals, specialty chemicals, electronics, and agriculture. Strong demand momentum across key customer segments, especially tire and rubber industries, expected to continue into FY27 and beyond.

From J.G.Chemicals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • JG Chemicals expects strong demand momentum to continue driven by robust growth across all key customer segments, including tires, ceramics, pharmaceuticals, specialty chemicals, electronics, and agriculture.
  • The Gujarat plant, commissioning in H1 FY27, will significantly contribute to scaling up sales, especially in the ceramics sector and tire industry in Gujarat region.
  • Volume growth is expected to remain strong, with a healthy order book for May and June and demand projections aligned with previous months.
  • Capacity expansions at Naidupeta, Dahej, and Gujarat plants will enable capturing increased demand, with Dahej aiming for around INR 900 crores in sales at full capacity by FY29.
  • The company targets operating capacities at 75-80%+, with Gujarat plant utilization expected to reach 35-40% in H2 FY27 and 65-70% in FY28.

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Profitability & Margins

See what J.G.Chemicals Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • JG Chemicals is executing a greenfield project at Dahej with an investment of around INR100 crores from internal accruals, targeting zinc oxide production phase 1 commissioning soon.
  • The Dahej plant aims to generate approximately INR900 crores in sales at full capacity and will strengthen presence in Western India.
  • Brownfield expansions and debottlenecking are underway at the Naidupeta plant to support rising demand.
  • Gujarat plant commissioning is planned for H1 FY27, with expected utilization of 35-40% in H2 FY27 and 65-70% in FY28.
  • Investments include solar power projects with roughly INR2 crores spent, aiming for a 3-3.5 years payback, focusing on ESG improvements and cost reduction.

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Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

Guidance-ranked
1Shiv Texchem
Rev 1Mar 2
2Yasho Industries
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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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

  • As of May 2026, JG Chemicals has a very healthy order book for the months of May and June.
  • There is strong demand projection, especially from the tire industry.
  • No signs of slowdown currently witnessed in tire industry demand.
  • Demand projections for June are almost at par with April and May levels.
  • The company remains confident about sustained strong demand going into fiscal year 2027.
  • Clients have accepted price revisions due to cost pressures, and there have been no requests for price discounts.

2 more points from J.G.Chemicals Ltd's call on order book

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J.G.Chemicals Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

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's management said in earlier quarters

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Frequently Asked Questions

What were J.G.Chemicals Ltd Q4 FY26 results?

JG Chemicals expects strong demand momentum to continue driven by robust growth across all key customer segments, including tires, ceramics, pharmaceuticals, specialty chemicals, electronics, and agriculture. Strong demand momentum across key customer segments, especially tire and rubber industries, expected to continue into FY27 and beyond.

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 31.6 with a market cap of ₹2,375 Cr. Investors should review the full earnings analysis for detailed insights.

Is J.G.Chemicals Ltd planning capital expenditure?

JG Chemicals is executing a greenfield project at Dahej with an investment of around INR100 crores from internal accruals, targeting zinc oxide production phase 1 commissioning soon.

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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.