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Earnings Call

Yasho Industries Earnings Call: Key Takeaways

Yasho Industries achieved record quarterly revenue of ₹198.6cr, driven by massive 33% volume growth despite a weak pricing environment. Management maintains an aggressive 40% revenue growth target for FY26.

Why this was an Alfa AlertNot a filter event. Results are largely in line with prior 40% growth guidance.
Highlights
Revenue growth14% YoY growth to ₹198.6cr; record quarterly performance.
MarginsConsolidated EBITDA margins at 17.05%; guided 17-19% range.
Order bookStrong order visibility mentioned, supporting 40% growth target.
Demand visibilitySteady demand in core chemicals; temporary delays in auto/industrial orders.
Management confidenceConfident but cautious regarding global macro and tariff uncertainties.

Growth

14% YoY revenue growth was purely volume-driven (33%), offsetting a significant decline in average selling prices.

Outlook

Guided 40% revenue growth for FY26; Pakhajan facility to hit 80% utilization by Q4 FY26.

Risks

Pricing pressure in industrial/auto segments, inventory losses from price drops, and high debt-to-EBITDA ratios.

Source

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

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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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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