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Earnings Call

Neetu Yoshi Earnings Call: Key Takeaways

Neetu Yoshi Ltd delivered robust H1 FY26 results with 30% revenue growth, driven by aggressive expansion into high-margin railway safety components for coaches, tracks, and locomotives.

Highlights
Revenue growthH1 revenue grew 30% YoY to ₹45.89 crore.
MarginsStrong net profit margins maintained at 25.15%.
Order bookCurrent order book exceeds ₹140 crore, with consistent new inflows.
Demand visibilityHigh visibility driven by Indian Railways' modernization and dedicated freight corridors.
Management confidenceExtremely confident, emphasizing aggressive expansion into new high-margin safety segments.

Growth

Revenue grew 30% to ₹45.89cr; PAT surged 45% to ₹11.54cr, maintaining a 25.15% margin.

Outlook

Management guides ₹220-230cr revenue for FY27 and targets ₹330-340cr for FY28.

Risks

Single-customer dependency on Indian Railways; potential delays in RDSO approvals for new product segments.

Last quarter's promises, checked

Delivered

  • Targeted 25% PAT margin → achieved 25.15% (= BEAT)
  • Revenue target ₹100-110cr for FY26 → on track with ₹45.89cr in H1 (= BEAT)
  • Relocation to Haridwar for cost/RDSO efficiency → completed and operational (= BEAT)

Partly delivered

  • Targeted ₹15-20cr revenue from bridge segment → RDSO approval in process/queries received (= PARTIAL)
Source

Earnings Call filed with BSE, BSE: 544434. Summary written with AI assistance from the document.

Read the document ↗

Neetu Yoshi Ltd: key numbers

Share price
₹234.05
Market cap
₹908.4 Cr
Revenue (annual)
₹98.35 Cr
Net profit (annual)
₹25.01 Cr
P/E (TTM)
36.3×Sector 53.6×
Promoter holding
70.03%+0.00% QoQ
FII holding
0.06%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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19:15 IST BSE
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Neetu Yoshi Business Update

Neetu Yoshi Ltd received RDSO prototype approval for its Friction Wedge, enhancing its product portfolio and eligibility to supply the Indian Railways.

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Regulatory Approval

Neetu Yoshi Regulatory Approval

Neetu Yoshi Ltd received RDSO approval for its Friction Wedge prototype. This qualifies the company to supply this component to Indian Railways for high-speed bogies.

18:41 IST BSE
Annual Report

Neetu Yoshi Annual Report

Neetu Yoshi Limited submitted its Annual Report for the financial year 2025-26, fulfilling compliance obligations under Regulation 34 of SEBI (LODR) Regulations, 2015.

17:25 IST BSE
Financial Results

Neetu Yoshi H2 FY26 Results: Net Profit ₹13.5 Cr, Up 58.8% YoY

Neetu Yoshi Ltd reported revenue from operations of ₹54.2 Cr (+53.1% YoY) and net profit of ₹13.5 Cr (+58.8% YoY) for H2 FY26.

Key figure
Net profit ₹13.5 Cr · +58.8% YoY