Investor Presentation

8th August, 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 ended 30th June, 2026 We write to inform you that, the Unaudited Financial Results of the Company for the quarter ended 30th June, 2026 has been approved by the Board of Directors in their meeting held on 8th August, 2026. Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Earnings presentation for the quarter ended 30th June, 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 Q1 – FY27 India’s Largest Zinc Recycling Company • JG Chemicals Limited (JGCL), incorporated in 1975, is the largest manufacturer of Zinc Oxide in India. 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 global customers in more 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 various forms 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, Specialty chemicals, Lubricants, Oil & Gas and also Animal feeds. FY 24 FY 26 • It is one of the largest suppliers to the top tyre companies and other blue-chip companies in various industries. 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 5 9/10 Market share Zinc Oxide (ZnO) Manufacturer in India Global manufacturer of Zinc Oxide Global tyre manufacturers served (as on March 30, 2025) Top 15 200+ 50+ ~90%+ Indian tyre manufacturers served Domestic Customers Global Customers Repeat Customers * Excluding China Investor Presentation Geographical Presence Europe Other SAARC Countries Plant 1, West Thailand 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 Potential Timeline Land Acquired Capacity May 2025 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 Key Strengths JGCL has a very Only IATF certified facility strong brand recall, (Naidupeta) in India & image and goodwill 9 out of Top 10 global Sell over 90 grades obtained licenses to mfg. amongst the and Top 11 domestic of ZnO as per ZnO in with IPBP/USP/ customers which it has Tyre manufacturers are customer Ph.Eu Standards. built over several our customers requirement WHO GMP approved decades Supplier To Technical Top Tyre Certifications Brand Recall Expertise Manufacturers Strong High Catering to Recycling No China Manufacturing Diverse User Wo Trk ei cn hg n ology Threat Excellence Industries Capaitnadl R&D In-house processing of With more than 50 years No threat of China as End user industries various types of Zinc of manufacturing prices of Zinc Oxide are very diverse for Scrap experience, JGCL has are determined by various applications continuously upgraded Zinc prices on the its facilities with LME, hence it has no manufacturing best competitive edge by practices as required by exporting to India. customers Investor Presentation Leading Market Position With Diversified Customer Base ZnO is a highly versatile chemical, it is used is for various industries with 90+ grades sold for a wide spectrum of industrial applications requiring high customization to manufacture from zinc scrap making it a complex manufacturing process having high entry barriers • Zinc Oxide is an inorganic compound having use in various end-use Used to produce Used in Enables alkaline industries. vulcanized rubber, for ointments and batteries to have a • Zinc Oxide is not a plain vanilla product where one size fits all. manufacturing of wound healing higher energy density, tyres, which products as it has meaning they can store Used to produce • Within each user s [Showing first 8,000 characters — download PDF for full document]