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Earnings Call

Yasho Industries Earnings Call: Key Takeaways

Yasho Industries delivered a resilient Q4FY26 with 33% revenue growth, driven by industrial chemicals and export performance despite global headwinds.

Highlights
Revenue growth33% YoY in Q4FY26; 22.7% YoY for full year FY26.
MarginsTargeting 20% EBITDA margin through better utilization and product mix.
Order bookSecured a 15-year long-term agreement with ₹51.4cr advance funding received.
Demand visibilityStrong visibility from Europe and Americas; domestic industrial segment growing well.
Management confidenceHigh, targeting 15% utilization growth and 35-45% volume growth in FY27.

Growth

FY26 revenue hit ₹830cr (up 22.7% YoY). Q4 revenue reached ₹246.72cr (up 33% YoY); EBITDA margin improved to 18.1%.

Outlook

Targeting ₹1,500cr revenue by FY28. Planned ₹125cr capex for FY27. Aiming for 75%+ capacity utilization and 20% EBITDA margins.

Risks

Global price disturbances, geopolitical tensions, supply chain volatility, and competitive intensity from Chinese suppliers.

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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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