JG Chemicals Ltd.: overview
We are pleased to invite you to a one-on-one management meeting with JG Chemicals Ltd. on 8th September ’26. Participants will have the opportunity to engage with Mr. Anuj Jhunjhunwala, Whole-Time Director & CFO, and gain first-hand insights into the Company’s operations, strategic initiatives and growth plans
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Why Meet JG Chemicals’ Management?
Market Leadership – India’s largest zinc oxide manufacturer and zinc recycler, among the top 5 zinc oxide producers globally, with 31% domestic market share and 70,000 MTPA existing capacity.
Strong Q1FY27 Performance – Revenue grew 44.8% YoY and 10.3% QoQ to ₹315.7 Cr, EBITDA rose 56.5% YoY and 35.4% QoQ to INR36.3 Cr, while PAT increased 59.1% YoY and 38.1% QoQ to INR26.1 Cr.
Strong Customer Relationships – Supplies every major Indian tyre manufacturer and 9 of the top 10 global tyre companies, with 90%+ repeat customers and 200+ domestic and 50+ international customers across 10+ countries.
High Entry Barriers – 90+ specialised grades, technical expertise, strong brand recall, manufacturing excellence and established customer relationships create meaningful entry barriers.
Recycling Leadership – India’s largest zinc recycler with strong in-house zinc scrap processing and recycling capabilities, supporting cost efficiency, circularity and supply resilience.
No Threat from China – Zinc oxide prices are linked to LME zinc prices, limiting the competitive threat from Chinese imports and supporting the Company’s positioning.
Certifications & R&D – Naidupeta is the Company’s only IATF-certified zinc oxide facility in India, with IPBP, USP, Ph.Eu and WHO GMP certifications, while its R&D centre supports product development, polymer testing and quality enhancement.
Product Innovation – 90+ specialised grades, with new products including LabPure Zinc Oxide and JG-ZRA, alongside a jointly developed patent at an advanced stage, expanding opportunities across non-tyre and export markets.
Production Diversification – Non-rubber revenue reached 18% in Q1FY27, with increasing traction across ceramics, pharma, specialty chemicals and agriculture, providing scope for further diversification.
Dahej Expansion – 40,000+ MTPA greenfield facility with INR 100 Cr investment and INR 900 Cr revenue potential; Phase 1 of 15,000–17,000 TPA targeted for commissioning in Q3FY27, with 50–60% utilisation targeted in FY28 and 70–80% in FY29.
Naidupeta Expansion – Brownfield expansion targeted for Q3FY27, alongside debottlenecking initiatives expected to unlock an additional 5,000 tonnes of capacity using existing utilities and capabilities.
Zinc Sulphate Opportunity – 10,080 MTPA Naidupeta facility, the largest zinc sulphate plant in South India, with growth focused on South and increasingly Western India, while Dahej by-product provides scope for greater circularity.
Industry Tailwinds – Leading tyre manufacturers have announced INR 25,000 Cr of capacity expansion, while Q1FY27 auto volumes grew across PV, 2W, CV and 3W segments, supporting sustained demand.
Global & Geographic Expansion – Focus on deeper domestic and international penetration, with the proposed Dubai entity supporting global raw-material sourcing and finished-product distribution.
Don’t miss this opportunity to engage directly with the management of JG Chemicals and gain first-hand insights into the Company’s growth strategy and expansion plans.
Disclaimer - Informational only. Not investment advice.GoIndia Advisors LLP | SEBI Registered Research Analyst | Reg. No. INH000020040 | BSE Enlistment No. - 6518