J.G.Chemicals Ltd

Share capital audit summary

• Subject: Reconciliation of Share Capital Audit for quarter ended 30 September 2026.
• Total issued capital: 39,186,063 equity shares of Rs 10 each.
• NSDL dematerialised holding: 34,342,837 shares (87.64%).
• CDSL dematerialised holding: 4,843,226 shares (12.36%).
• Physical form: nil.
• Register of Members maintained in electronic form and up to date; no demat requests received.
• ISIN INE0MB501011; face value Rs 10.
• Exchanges: listed on BSE and NSE.
• Common share registry: KFin Technologies Limited; Audit: K. Arun & Co.
• Compliance officer: Swati Poddar.

Meeting Details

• Date: October 16, 2026.
• Type/Mode: Analyst/Institutional Investor meeting, in-person.
• Location: Kolkata.
• Time: Not disclosed.

Participants

• Company management to participate.

Purpose

• Purpose: Analyst/Institutional Investor meeting with management.
• Discussions will be based on publicly available information.
• No UPSI will be shared.

Rating Details

• Long Term Bank Facilities ₹17.75 crore: CARE A+; Stable (Assigned)
• Long Term / Short Term Bank Facilities ₹2.00 crore: CARE A+; Stable / CARE A1+ (Assigned)
• Total facilities ₹19.75 crore
• Rating Agency: CARE Edge Ratings (CARE Ratings Ltd.)
• Outlook: Stable
• Rating validity: one year from initial communication (30 Jul 2026)

Meeting Details

• Date and time: Wed, 16 Sep 2026 at 10:00 AM.
• Type and mode: Group interaction, virtual meeting.
• Event organiser: Analyst/Institutional Investor meeting with company management.
• Key participants: Company management team.
• Purpose: Investor interactions based on publicly available information.

Financial performance

• Consolidated FY26 revenue ₹9,729.30m.
• Consolidated EBITDA ₹820.15m.
• Consolidated PAT ₹686.49m.
• Q4 FY26 revenue ₹2,862m; up 27.6% YoY.
• Net cash ₹1,539m; zero debt.

Expansion & capacity

• Dahej greenfield plant: ₹1,000m capex; Phase 1 due Q3 FY27.
• Full utilization revenue potential at Dahej: ₹9,000m.
• Naidupeta debottlenecking complete by Dec 2026.
• Installed capacity to >122,000 MTPA by FY29, self-funded.

Markets & geography

• Tyres contribute ~85% of revenue; non-tyre target ~30% in 3-4 years.
• Dahej proximity improves access to ceramics and pharma markets.
• IATF/GMP WHO certifications bolster non-tyre growth at Naidupeta.
• Zinc sulphate growing as micronutrient in Indian agriculture.

Governance & risk

• Board: six directors; 3 Exec, 3 Independent; one woman director.
• Six board meetings; 100% attendance.
• Material RPT with BDJ Oxides approved; arm's length.
• Internal controls robust; no material weaknesses observed.

Dividend & capital

• Final dividend proposed: ₹1.10 per equity share.
• Record date: 23 September 2026.
• IPO proceeds: ₹1,650m; ₹1,161.92m utilised; ₹331.32m unutilised.

CSR & ESG

• FY26 CSR spend ₹4.95m; education, healthcare, environment, rural development.
• Ekal Vidyalaya: 73 schools in Purulia.

Outlook

• Four-front growth: capacity, geography, markets, margins.
• Risks: zinc price volatility and logistics dynamics.

Meeting Details

• Date: September 08, 2026; Time: Not specified; in-person/physical meeting in Mumbai.
• Mode: In-person/Physical; Location: Mumbai.
• Participants: Multiple Investors.
• Purpose: Schedule of Analyst/Institutional Investor meeting with management.
• Organiser: J.G. Chemicals Limited.
• Note: Schedule may change; discussions will be based on publicly available information.

Meeting Details

• Date: September 07, 2026.
• Mode: In-person (physical); Location: Mumbai.
• Event: Analyst/Institutional Investor Meeting.
• Organizer: J.G. Chemicals Limited.

Participants

• Investors: Multiple institutional investors.
• Company representative: Company Secretary & Compliance Officer.

Purpose

• Purpose: Schedule Analyst/Institutional Investor meeting.

Land acquisition

• BDJ Oxides Private Limited acquired ~16.74 acres freehold land at APIIC Industrial Park, Attivaram, Tirupati.
• Total consideration is Rs 18.41 crore, plus registration and other levies.
• Land to support expansion of sustainable recycling product portfolio and manufacturing capacity.
• Location opposite existing Naidupeta facility provides strategic expansion opportunity.