Neetu Yoshi Ltd
Neetu Yoshi Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY 2026-27 revenue target around ₹210-230 crore, with capacity utilization expected to grow towards 100%. FY'27 revenue expected around Rs.
From Neetu Yoshi Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY 2026-27 revenue target around ₹210-230 crore, with capacity utilization expected to grow towards 100%.
- FY 2027-28 revenue expected between ₹330-340 crore.
- Further target of ₹380 crore revenue in FY 28 mentioned, with a focus on achieving 25% PAT margins.
- Continued addition of new product lines including bogie manufacturing (targeting 500 bogies/month), track components, coach components, bridges, and springs.
- Expansion driven by internal accruals for next 3 years, with major CAPEX for wagon manufacturing planned beyond 3 years, potentially adding substantial revenue.
- Management confident of exceeding revenue targets through aggressive diversification within railway ecosystem and other segments.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Neetu Yoshi Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Adding one more molding line (high-pressure molding) at the old facility, doubling molding capacity to ~16,000 metric tons per annum; melting capacity to be added later in stages.
- New bogie manufacturing plant in Haridwar, targeted to commence production by April 2026 with a capacity of 500 bogies per month; initial utilization expected at 60%.
- Expansion into new segments including track components, coach components, bridges, and structures with land acquisitions adjacent to existing facility (~12,500 sq. meters total) for bigger components.
- Wagon manufacturing plant planned for about 3 years down the line, with CAPEX to be raised through equity market after establishing performance over three years; current expansions funded internally.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Neetu Yoshi Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at more than Rs. 140 crore.
- On the day of the call, the company received:
- One order of approximately Rs. 16 crore (including GST)
- One order of approximately Rs. 14.4 crore for LTs and stud casting
- Another order of around Rs. 70 lakh
2 more points management made on order book & pipeline
Continue your research
What Neetu Yoshi Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Neetu Yoshi Ltd Q2 FY26 results?
FY 2026-27 revenue target around ₹210-230 crore, with capacity utilization expected to grow towards 100%. FY'27 revenue expected around Rs.
What is Neetu Yoshi Ltd share price analysis?
Neetu Yoshi Ltd currently shows a neutral. The stock trades at a P/E of 24.8 with a market cap of ₹621 Cr. Investors should review the full earnings analysis for detailed insights.
Is Neetu Yoshi Ltd planning capital expenditure?
Adding one more molding line (high-pressure molding) at the old facility, doubling molding capacity to ~16,000 metric tons per annum; melting capacity to be added later in stages.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.