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Neetu Yoshi Ltd

Q4 FY26Industrial Products

Neetu Yoshi Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹162
Market cap₹621 Cr
P/E24.8
Updated25 Aug 2026
Read4 min read

The short version

For FY27, revenue guidance is INR 210-220 crores, with H2 expected to be higher due to new plant production starting mid-year. FY27 revenue guidance: INR 210-220 crores with ~25% PAT margin.

From Neetu Yoshi Ltd's Q4 FY26 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

  • For FY27, revenue guidance is INR 210-220 crores, with H2 expected to be higher due to new plant production starting mid-year.
  • The new plant targets around INR 100-110 crores revenue this year.
  • Peak combined revenue from both old and new plants is expected around INR 340-350 crores by FY28.
  • By FY28, revenue split is expected roughly INR 200 crores from the new plant plus INR 130-140 crores from the old plant.
  • The company aims to scale up to complete wagon manufacturing in about 3 years, targeting production of approximately 200 wagons.

2 more points from Neetu Yoshi Ltd's call on revenue

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Profitability & Margins

See what Neetu Yoshi Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Major capex largely completed in prior year, focused on bogie manufacturing, track section, and fabrication business.
  • FY27 capex minimal, mainly maintenance and minor upgrades; around INR10 crores capex for bogie manufacturing plant utilized this year.
  • Future capex planned for developing assembly lines for rubber and spring plants to offer complete Railway assembly solutions.
  • Company intends to fund future capex through internal accruals/profits, avoiding debt.
  • No immediate plans for external fund raise beyond current preferential issue used for working capital in track section.
  • Brownfield expansion possible due to availability of spare land near existing plants for additional lines.

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Top-ranked in Industrial Products

Ranked on what management guided this quarter

Guidance-ranked
1Susan Electrical
Rev 1Mar 1
2Shera Energy
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

  • Current order book stands at over INR 140-150 crores with various open orders (Page 7).
  • Orders have timelines for execution mostly within the current financial year (Page 7).
  • The company is confident of strong order inflows continuing, especially with new product lines and government orders, and expects no slowdown (Page 7).
  • For FY27, targeting revenue of INR 210-220 crores supported by existing and new capacity (Page 7, 22).

2 more points from Neetu Yoshi Ltd's call on order book

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What Neetu Yoshi's management said in earlier quarters

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Frequently Asked Questions

What were Neetu Yoshi Ltd Q4 FY26 results?

For FY27, revenue guidance is INR 210-220 crores, with H2 expected to be higher due to new plant production starting mid-year. FY27 revenue guidance: INR 210-220 crores with ~25% PAT margin.

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?

Major capex largely completed in prior year, focused on bogie manufacturing, track section, and fabrication business.

Keep Neetu Yoshi Ltd on your radar — track it to get its next earnings analysis in your feed.

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.