| Revenue growth | ~90% YoY Q2; 13% QoQ |
|---|---|
| Margins | EBITDA margin 21.0% Q2 vs 18.2% YoY; 24.2% in Q1 |
| Demand visibility | Long-term MNC contracts; utilisation 66% in Q2 |
| Management confidence | Maintained FY28 >₹1,600 cr revenue target |
Growth
Q2 revenue ₹347.68 cr vs ₹183.30 cr YoY; H1 ₹655.42 cr vs ₹381.93 cr. PAT ₹33.68 cr vs ₹4.86 cr.
Outlook
FY28 revenue guidance of more than ₹1,600 cr maintained. FY27 capex ₹250 cr; Debt/EBITDA kept below 2.5x. MNC plant commercialisation Q1 FY28.
Risks
EBITDA margin fell to 21.0% from 24.2% in Q1. Middle East crisis and global supply challenges. Debt rose to ₹615 cr.
Last quarter's promises, checked
Delivered
- Guided 30%-40% annual revenue growth → Q2 revenue +90% YoY (= BEAT)
Partly delivered
- Guided FY27 capex ₹250 cr → Q1 spend ₹18.73 cr; ₹250 cr reaffirmed (= PARTIAL)
- Guided 75% utilisation in FY27 → 66% in Q2 (= PARTIAL)
- Guided MNC plant commercialisation Q1 FY28 → still Q1 FY28; trials Q4 FY27 (= PARTIAL)
Missed
- Guided EBITDA margin sustained at Q1's 24.2% → Q2 21.0% (= MISS)
Investor Presentation filed with BSE, NSE: YASHO. Summary written with AI assistance from the document.
Yasho Industries Ltd: key numbers
- Share price
- ₹3,285.00
- Market cap
- ₹3,961 Cr
- Revenue (annual)
- ₹830.0 Cr
- Net profit (annual)
- ₹25.26 Cr
- P/E (TTM)
- 45.8×Sector 34.5×
- 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 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.
Yasho Industries Annual General Meeting
Yasho Industries shareholders approved three resolutions via postal ballot, including raising the borrowing limit to ₹1,250 Crore. All resolutions passed with over 99% support.
Yasho Industries Credit Rating
India Ratings and Research has affirmed and subsequently withdrawn the credit ratings for Yasho Industries Limited. The ratings were previously maintained at IND BBB+/Positive/IND A2+.