| Management target | Revenue 40.0% FY28 |
|---|
| Revenue growth | 55% YoY |
|---|---|
| Margins | EBITDA margin up to 24.2% from 16.5% YoY |
| Order book | Revised FY28 revenue target to ₹1,600+ Cr |
| Demand visibility | Strong; received several long-term commitments |
| Management confidence | High; optimistic about 30-40% annual growth |
Growth
Volume growth of 42% YoY; EBITDA margins expanded from 16.5% to 24.2% due to better product mix.
Outlook
Capex outlay for FY27 increased to ₹250 Cr; FY28 revenue target revised upward to ₹1,600+ Cr.
Risks
Global supply challenges and geopolitical tensions in the Middle East mentioned as ongoing headwinds.
Last quarter's promises, checked
Delivered
- Guided 35-45% volume growth → delivered 42% (= BEAT)
- Targeted 75% utilization in FY27 → delivered >60% in Q4FY26 (= BEAT)
- Guided EBITDA margin 20% or so → delivered 24.2% (= BEAT)
Partly delivered
- Targeted FY28 revenue ₹1,500 Cr → revised to ₹1,600+ Cr (= BEAT/REVISED)
Investor Presentation filed with BSE, NSE: YASHO. Summary written with AI assistance from 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.
More from Yasho Industries Ltd
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- Key figure
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