| 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
- ₹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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