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J.G.Chemicals Management Guidance Tracker

8 forward-looking guidance items tracked across 2 quarters.

Expansion

Q3 FY26Gujarat greenfield plant commissioning in H1 FY27Tracked

Phase I of the Gujarat plant (40,000 MTPA capacity) expected to commission in Q2 FY27, with full utilization in 2-2.5 years.

Q4 FY26Gujarat plant Phase I commissioning in H1 FY27Active

The greenfield facility at Dahi (Gujarat) will be commissioned in the first half of FY27, with Phase I zinc oxide production starting as planned.

Q4 FY26Debottlenecking at Naidupeta to complete by December 2026Tracked

Incremental debottlenecking at the Naidupeta facility is ongoing and expected to be fully completed by December 2026.

Revenue

Q3 FY26Revenue target of ₹900-950 crore for FY26Tracked

Based on 9M run rate of ~₹700 crore, management expects FY26 revenue to exceed ₹900 crore, potentially reaching ₹950 crore.

Margins

Q3 FY26EBITDA margin expansion to 13-14% in 2-3 yearsTracked

Core EBITDA margin of 10.5-11% expected to improve to 13-14% through operating leverage and higher specialty product mix.

Q4 FY26EBITDA margins to return to 10-11% range in Q1 FY27Active

After passing on March cost increases from April 1, margins should normalize to the regular 10-11% EBITDA margin range.

Growth

Q3 FY26Non-rubber revenue mix target of 30% in 2-3 yearsTracked

Management targets increasing non-rubber contribution from current 15-17% to 30% over the next 2-3 years.

Q4 FY26Gujarat plant utilization target: 30-40% in H2 FY27, 65-70% in FY28Tracked

Management expects the Gujarat plant to reach 30-40% utilization in the second half of FY27 and 65-70% in FY28.