Investor Presentation

Here's a concise, retail-friendly summary of the investor presentation: **1. Business Performance:** India's largest Zinc Oxide maker, JG Chemicals, reported strong Q3 & 9M FY26. Q3 revenue hit ₹248.5 Cr (+18.8% YoY), with PAT at ₹18.4 Cr (+3.4% YoY) marking a record quarter for sales.

9M revenue grew 10.1% YoY to ₹686.8 Cr.

The core business remains Rubber & Tyre. **2. Growth Drivers or Strategy:** A key strategy is diversification: a new ₹100 Cr Dahej plant (H1 FY27 launch) will add 40,000 MTPA capacity, aiming to boost non-rubber revenue from 15% to 30%. The company also prioritizes "Green Manufacturing" using recycled zinc. **3. Recent Developments:** The Dahej plant project is progressing well.

Promising pilot trials for a Recycled Rubber Project are underway, and a brownfield expansion plus solar power installation has occurred at the Naidupeta plant. **4. Key Financial Metrics:** For Q3, EPS was ₹4.50 (9M: ₹12.20), with strong EBITDA margins of ~10.4% (9M: ~10.3%). **5. Management Commentary / Outlook:** Management noted Q3's record sales were driven by better pricing and efficiency.

They see a positive outlook for the tyre industry, supported by over ₹12,000 Cr in planned capex, and expect robust growth in specialty and non-rubber segments like Pharmaceuticals.