ALFA Finder| Management target | Revenue 40.0% FY26 |
|---|
| Revenue growth | 14% YoY growth to 198.6 Cr; highest quarterly revenue achieved. |
|---|---|
| Margins | Consolidated EBITDA at 17.05%; pressure from lower-margin consumer segment and inventory. |
| Demand visibility | Steady for core chemicals; temporary delays in auto and industrial segments. |
| Management confidence | Confident but cautious; pivoting to 'wait and watch' on global tariffs. |
Growth
Revenue grew 14% YoY while volumes jumped 33%, indicating aggressive market share gains despite a weak pricing environment.
Outlook
Management reiterated 40% revenue growth guidance for FY26 and targets a Net Debt/EBITDA below 3.0 by FY27.
Risks
Tariff uncertainty in auto/industrial segments delayed orders; high inventory levels (190 days) risk further valuation losses if prices drop.
Last quarter's promises, checked
Delivered
- Guided 75% utilization for FY27 → delivered 60-62% by Q4FY26 (= BEAT)
- Guided 125 Cr capex for FY27 → delivered 100 Cr plan for FY26 (= BEAT)
- Guided EBITDA margin 17-19% → delivered 17.05% (= BEAT)
Partly delivered
- Guided 1500 Cr revenue by FY28 → 198.6 Cr current (14% YoY) (= PARTIAL)
Missed
- Guided 35-45% volume growth for FY27 → delivered 33% current (= MISS)
Earnings Call Transcript filed with BSE, NSE: YASHO. Summary written with AI assistance from the document.
Yasho Industries Ltd: key numbers
- Share price
- ₹3,462.10
- Market cap
- ₹4,174 Cr
- Revenue (annual)
- ₹830.0 Cr
- Net profit (annual)
- ₹25.26 Cr
- P/E (TTM)
- 48.3×Sector 35.5×
- Promoter holding
- 67.91%+0.00% QoQ
- FII holding
- 5.90%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Yasho Industries Ltd
All →Yasho Industries Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue ₹347.92 Cr (+89.5% YoY) and PAT ₹33.68 Cr, but EBITDA margin fell ~300bps QoQ to ~21% on freight and energy costs; management reiterates 20%+ EBITDA only as an 'aspiration'.
Yasho Industries Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹347.68 cr (+90% YoY), EBITDA ₹72.92 cr, PAT ₹33.68 cr. Volume-led growth; debt/EBITDA improved to 2.09x in H1 FY27.
Yasho Industries Results Update
Yasho Industries released Q2FY27 results highlights, with revenue up 89.5% year-on-year. Profit after tax rose sharply, with EBITDA margin at 21%.
Yasho Industries Q2 FY27 Results: Net Profit ₹33.7 Cr, Up 587.8% YoY
Yasho Industries Ltd reported revenue from operations of ₹347.7 Cr (+89.7% YoY) and net profit of ₹33.7 Cr (+587.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹33.7 Cr · +587.8% YoY
Yasho Industries Board Meeting Date
Yasho Industries has intimated a Board Meeting scheduled for 28 Oct 2026 to consider standalone and consolidated unaudited results for Q2 FY27. The trading window is closed from 1 Oct 2026 pending results declaration.
Yasho Industries Other Announcement
Yasho Industries Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI regulations.