| Revenue growth | Q2 revenue ₹347.92 Cr, +89.5% YoY; volume +62%, not price-led. |
|---|---|
| Margins | EBITDA margin contracted ~300bps QoQ to ~21%; 20%+ 'aspiration'. |
| Order book | ₹120 Cr received under supply contract; no order book figure given. |
| Demand visibility | Management says demand growing; customers resisting price hikes; new capacity ~50% soft-committed. |
| Management confidence | Defensive on margins ('no assurance'); confident on demand. |
Growth
Q2 revenue +89.5% YoY on volume +62%; H1 +71.7% to ₹656.98 Cr. Price +10-15% and mix added.
Outlook
Capex ₹250 Cr; ₹120 Cr contract commercializes Q1 FY28; FY27 utilization ~70%; ₹1,600 Cr peak revenue (pre-war prices).
Risks
Freight ₹10→₹20 Cr QoQ, gas +₹1.8 Cr; fixed contracts to Dec block pass-through; delays 30-60 days.
Last quarter's promises, checked
Delivered
- Guided QoQ volume growth → Q2 rev ₹347.92 Cr vs ₹308 Cr (= BEAT)
- Guided 30-40% growth → H1 +71.7% YoY (= BEAT)
- Guided ~₹100 Cr borrowing → ₹150 Cr term loan sanctioned (= BEAT)
Partly delivered
- Guided FY28 rev >₹1,600 Cr → reiterated, 'pre-war prices' caveat (= PARTIAL)
- Guided Q1 FY28 commercialization → ₹120 Cr contract on track (= PARTIAL)
- Guided ₹250 Cr capex → plan held; Q1 spend ₹18.73 Cr (= PARTIAL)
Missed
- Guided 24.2% EBITDA sustained → ~21%, -300bps (= MISS)
- Guided 75% FY27 utilization → ~70% (= MISS)
Earnings Call Transcript filed with BSE, NSE: YASHO. Summary written with AI assistance from the document.
Yasho Industries Ltd: key numbers
- Share price
- ₹3,390.10
- Market cap
- ₹4,087 Cr
- Revenue (annual)
- ₹830.0 Cr
- Net profit (annual)
- ₹25.26 Cr
- P/E (TTM)
- 47.3×Sector 33.9×
- 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 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.
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.