J. G. Chemicals Limited has scheduled a virtual meeting with analysts and institutional investors on June 03, 2026, at 03.15 P.M. The company stated that no unpublished price sensitive information (UPSI) will be shared during this session.

The disclosure was made pursuant to Regulation 30(6) read with Para A of Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Swati Poddar, Company Secretary and Compliance Officer, signed the intimation on May 28, 2026.

Meeting Details

The schedule for the interaction is provided below:

The company noted that the schedule is subject to change due to exigencies on the part of the investor, broking house, or the company.

J.G. Chemicals Limited has submitted the transcript of its earnings conference call held on May 15, 2026, to the stock exchanges pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The call was conducted to discuss the audited financial results for the quarter and year ended March 31, 2026. The company reported its highest ever annual revenue, EBITDA, and Profit After Tax (PAT) for the financial year.

Financial Performance Highlights

For the full year FY26, the company achieved a revenue of INR972.9 crores, an EBITDA of INR97.9 crores, and a PAT of INR68.6 crores. In the fourth quarter, revenue stood at INR286.2 crores, marking a 27.6% increase year-on-year, with an EBITDA of INR26.8 crores and a PAT of INR18.9 crores. The management attributed the strong performance to double-digit volume growth across key segments and robust demand from the tire and rubber industries.

Operational and Strategic Developments

The company's current capacity utilization is in the late 70s, which it expects to increase to the 86% to 87% range. Management noted that the greenfield project at Dahej, Gujarat, is progressing with civil construction in advanced stages and machinery installation having commenced. Phase 1 of the zinc oxide production is on track for commissioning. Once fully operational, the Dahej facility is expected to contribute significantly to revenue, with potential sales of around INR900 crores at full capacity.

Additionally, the company has commissioned Phase 1 of a solar power generation project at its Naidupeta facility to enhance its sustainability profile and reduce energy costs. The management also provided updates on its recycled rubber project, noting positive feedback from customers during pilot trials and active work on a commercial-scale project.

Industry Outlook and Guidance

The management expressed optimism regarding the demand environment, citing strong momentum in the tire industry driven by GST-led reforms and positive customer sentiment. They highlighted that the Indian automobile industry closed FY26 with exceptional performance, leading to healthy utilization levels for tire manufacturers. The company remains confident in its growth trajectory, supported by deep customer relationships, continuous product innovation, and its sustainability-led approach.