Investor Presentation

3rd November, 2026 To, To, The Manager, The General Manager, Listing Department, Department of Corporate Services, National Stock Exchange of India Ltd, BSE Ltd., Exchange Plaza, 1st Floor, New Trading Ring, Plot No. – C – 1, G Block, Rotunda Building, Bandra – Kurla Complex, P.J. Towers, Bandra (East), Dalal Street, Fort, Mumbai – 400051 Mumbai – 400001 NSE Code – JGCHEM BSE Code – 544138 Dear Sir/Madam, Sub: Earnings Presentation for the quarter and half year ended 30th September, 2026 We write to inform you that, the Unaudited Financial Results of the Company for the quarter and half year ended 30th September, 2026 has been approved by the Board of Directors in their meeting held on 3rd November, 2026. Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith a copy of the Earnings presentation on Unaudited Financial Results for the quarter and half year ended 30th September, 2026. Further, a copy of the said presentation is also being uploaded on the Company's website at www.jgchem.com . Kindly take the same on record. Thanking You, Yours faithfully, For J.G. Chemicals Limited Swati Poddar Company Secretary & Compliance Officer Encl.: a/a J. G. Chemicals Limited (An ISO 9001, 14001, 45001 CERTIFIED COMPANY) Adventz Infinity@5, Unit No. 1511, Street No. 18, BN Block, Sector – V, Salt Lake City, Kolkata – 700 091, India, Phone: +91 33 4415 0100 Email: cs@jgchem.com | Web: www.jgchem.com Mfg. of: “LUXMI” (UR) BRAND ZINC OXIDE CIN: L24100WB2001PLC093380 Earnings Presentation Q2/H1 – FY27 India’s Largest Zinc Recycling Company  JG ChemicalsLimited (JGCL), incorporatedin1975, is the largestmanufacturer of Zinc Oxide inIndia. Revenue Segmentation  The company started off with a small plant in Kolkata in 1975 with a capacity of about 600 MTPA, and has today scaled up to become amongst the top 5 manufacturers globally and the largest in Asia*, with a capacity of 70,000 2.2% 3.1% 1.2% MTPA of Zinc chemicals. 3.7% 6.9%  From an initial customer base of about 10, today JGCL serves the requirements of over 200 domestic customers and over 50 globalcustomers inmore than 10 countries. 8.2%  JGC is the largest zinc recycling company and has strong R&D and in-house developed re-cycling technology for variousforms of zinc waste / scrap. 89.7% 85.0%  Catering to a wide spectrum of industrial applications with a high degree of customization, including Rubber and Tyre, Ceramics, Paints & Coatings, Pharmaceuticals & Cosmetics, Electronics & Batteries, Agrochemicals & Fertilizers,Specialtychemicals, Lubricants,Oil & Gas and alsoAnimal feeds. FY 24 FY 26  It is one of the largestsuppliersto the top tyre companies and other blue-chipcompanies in variousindustries. Rubber & Tyre Pharma & Chemicals Agri Others  JGCL’s subsidiary, BDJ Oxides’ Naidupeta plant is the only IATF approved ZnO facility globally and also has WHO *Others includes ceramics, paints & coatings, electronics & GMP certification (amongst the very few plants globally to have this); further it has also the licenses to manufacture batteries, lubricants, oil & gas and animal feed end-user industries ZnO in with IP/BP/USP/ Ph.Eu Standards. Largest Top 10 9/10 Market share Zinc Oxide (ZnO) Manufacturer in India Global manufacturer of Zinc Oxide Global tyremanufacturers served (as on March 30, 2025) Top 11 200+ 50+ ~90%+ Indian tyre manufacturers served Domestic Customers Global Customers Repeat Customers * Excluding China Investor Presentation Business Model: Driving the Circular Zinc Value Chain 01 ZINC DROSS &ZINC ASH 02 RECYCLING &PROCESSING 03 ZINC CHEMICALS 04 DIVERSE END-USEINDUSTRIES Recycled Raw Materials Proprietary In-house Technology Customized & High-Purity Products Tyres& Rubber Pharmaceuticals & Zinc Dross / Scrap Zinc Oxide Cosmetics By-product from galvanizing specialized grades Agriculture industries Proprietary zinc recycling technology Ceramics Zinc Ash Zinc Sulphate Higher utilization of zinc Paints & Coatings Generated from scrapfor equivalent grades Produced from recycled galvanizing and zinc oxide zinc ash process Specialty Chemicals French Process forZinc Oxide production Supplier Network Zinc Ingot Electronics & Batteries 100+ global suppliers in 100% recycled zinc scrap Middle East, USA & Europe Part of the Company’s formajority of grades Animal Feed zinc product portfolio STRONG GLOBAL SUPPLY NETWORK BROAD PRODUCT PORTFOLIO COMPLETE CIRCULAR BY DESIGN 100+ 90+ 100% global zinc dross suppliers specialized ZnOgrades recycled zinc scrap for the majority of grades Circular model: Converting recycled zinc waste into customized zinc chemicals for diverse end-use industries. Investor Presentation Geographical Presence Europe SAARC and ASEAN Countries Plant 1, West Bengal India Plant 2, West Bengal Constitutes Naidupeta, 99.25% Andhra Pradesh of total exports Australia from India • Direct customer relations –Over 95% of sales are directly to end customers, helps build strong relations. 200+ Domestic • Long term associations –Strong and built over several decades. customers • Leading Market position -Fueled by consistent product delivery, established infrastructure 90%+ Repeat customers and strategic location of manufacturing facility. • Competitive Advantage -Product pricing, economies of scale, ability to process scrap material and preferred buyer status. Global customers from • Preferred Supplier –Due to focus on building long term relationships. more than 10 countries *company data over the last 3 years Investor Presentation Marquee Clients Investor Presentation Manufacturing plants West Bengal Naidupeta, Andhra Pradesh Plant 1: Jangalpur The only IATF approved ZnO facility globally and also has WHO Capacity: GMP certification (amongst the very few plants globally to have 14,400 MTPA for Zinc Oxide this). 5,040 MTPA for Recycled Zinc Ingots Capacity: 43,704 MTPA for Zinc Oxide Plant 2: Belur 2,016 MTPA for Recycled Zinc Ingots Capacity: 10,080 MTPA for Zinc Sulphate and other allied chemicals 1,800 MTPA for Zinc Oxide Investor Presentation Dahej Project: Update State-of-the-art Greenfield Facility at Dahej, Gujarat 11.43 40,000+ 100 900 Q3FY27 Rs. Cr Rs. Cr Acres MTPA Investment Revenue Commissioning Land Acquired Capacity Potential Timeline A Strategic Growth Platform Strengthen presence in Western India to cater to high-growth end-user 01 industries such as ceramics, specialty chemicals, pharmaceuticals, and agriculture, while increasing the contribution of non-rubber revenues from the current 15% to 30% over the next few years. Advanced in-house Environmentally Designed for recycling technologies responsible & operational excellence 02 Cater to large tyre customers located in very close proximity with whom sustainable there is an existing long-standing relationship 03 Drive margin expansion through a higher share of value-added non- rubber applications and an improved product mix. Project Status Civil works at Equipment installation Project progressing Revenue Potential advanced stages has commenced as planned vs. Investment 100% Margin accretive High use of Funded through product mix recycled / secondary (₹900 Cr / ₹100 Cr) internal accruals zinc feedstock Dahej to drive the next leg of growth through capacity expansion, product diversification Stronger Higher Enhanced and increasing contribution from higher-margin non-rubber applications. Diversification Growth Value Creation Investor Presentation Environmentally Friendly Manufacturing Process Environmentally Friendly Manufacturing Process Use of recycled/ secondary zinc instead of primary Zinc Using recycled metal instead of finite virgin ores JGCL is the largest zinc recycling company in India. Our business 73% 82% exemplifies circular economy success by efficiently utilizing scrap materials through recycling. This reduces CO2 emissions, air pollution (by 80%), water pollution (by 76%), and water use (by 40%) [Showing first 8,000 characters — download PDF for full document]