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Earnings Call

Yasho Industries Earnings Call: Key Takeaways

Yasho Industries delivered strong FY26 performance with 22.7% revenue growth and 21% EBITDA growth, driven by specialty chemicals and operational efficiencies.

Why this was an Alfa AlertNot a filter event. Results and guidance are progressive but do not state a >5% beat over previously guided management targets.
Highlights
Revenue growthFY26 Revenue up 22.7% YoY to ₹830 Cr.
MarginsEBITDA margin at 17.4% in FY26; targeting >20% by FY28.
Order bookSecured long-term customer-funded engagement with a large global MNC.
Demand visibilityStrong; utilization targeted to rise from 60% to >75% in FY27.
Management confidenceHigh; projecting ₹1500 Cr revenue by FY28.

Growth

FY26 Revenue at ₹830 Cr (+22.7% YoY); PAT at ₹25.3 Cr (+313.7% YoY). Q4FY26 PAT grew 143.7% YoY.

Outlook

Targeting ₹1500 Cr revenue by FY28 with >20% EBITDA margin. Planned FY27 capex of ₹125 Cr.

Risks

Navigating tariff disruptions, geopolitical tensions, supply chain volatility, and higher raw material costs.

Source

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

Read the document ↗

Yasho Industries Ltd: key numbers

Share price
₹4,234.10
Market cap
₹5,105 Cr
Revenue (annual)
₹830.0 Cr
Net profit (annual)
₹25.26 Cr
P/E (TTM)
88.5×Sector 37.5×
Promoter holding
67.91%+0.00% QoQ
FII holding
5.74%Current quarter

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

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15:34 IST NSE
Annual General Meeting

Yasho Industries Annual General Meeting

Yasho Industries sought postal ballot approval to raise borrowing limits to ₹1,250 Cr and enhance asset charge limits. Voting runs September 13 to October 12, 2026.

12:19 IST BSE
Financial Results

Yasho Industries Q1 FY27 Results: Net Profit ₹36.1 Cr, Up 902.8% YoY

Yasho Industries Ltd reported revenue from operations of ₹307.7 Cr (+54.9% YoY) and net profit of ₹36.1 Cr (+902.8% YoY) for Q1 FY27.

Key figure
Net profit ₹36.1 Cr · +902.8% YoY