JG Chemicals delivered a strong Q4 FY26 with revenue of ₹286.2 crore (+27.6% YoY), EBITDA of ₹26.8 crore, and PAT of ₹18.9 crore, driven by robust tire demand post-GST cuts and...
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The ongoing war caused a freeze in Middle East imports and delays from Europe in March, forcing spot purchases at higher LME and doubling energy costs, which compressed margins by ~150 bps.
high · management_commentaryAnalyst raised concern about plant shutdowns in Morbi (ceramic hub) due to gas shortages, which could impact demand for zinc oxide from that sector.
medium · analyst_questionNon-rubber revenue share did not increase in FY26; management attributed this to geographic concentration of non-rubber demand in Gujarat, which will only be addressed once the Dahi plant starts.
medium · data_observation