| 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
- ₹4,282.80
- Market cap
- ₹5,164 Cr
- Revenue (annual)
- ₹830.0 Cr
- Net profit (annual)
- ₹25.26 Cr
- P/E (TTM)
- 89.5×Sector 37.2×
- 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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Yasho Industries reported Q1FY27 revenue of ₹307.74 Crore. Additionally, the company received a ₹98.12 Crore advance for equipment delivery under a long-term agreement.
- Value
- ₹98.12 Cr
Yasho Industries Investor Presentation: Key Takeaways
Q1FY27 revenue grew 55% YoY to ₹307.7 Cr with EBITDA surging 127.6% to ₹74.4 Cr. Growth driven by volume expansion and acquisition of international customers.
- Call
- Guides 40% growth
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