Yash Highvoltage Ltd
Yash Highvoltage Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #30 of 58 in Electrical Equipment
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The short version
Yash Highvoltage Limited targets a minimum CAGR of around 35% for the next 5 to 10 years, continuing historic growth rates. Yash Highvoltage targets a minimum CAGR of 35% over the next 5 years, maintaining historically high growth rates.
From Yash Highvoltage Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Yash Highvoltage Limited targets a minimum CAGR of around 35% for the next 5 to 10 years, continuing historic growth rates.
- The company expects 8x to 10x growth in annual revenue over 8 to 10 years, driven by expanding addressable market (INR 15,000-16,000 crores).
- The upcoming greenfield plant is expected to increase capacity 2.5x to 3x of current production, supporting steep sales growth from FY 2026-27 onwards.
- Order book is healthy at over INR 300 crores, with execution timelines of 1.5 to 2 years, and strong order inflows ongoing.
2 more points from Yash Highvoltage Ltd's call on revenue
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Profitability & Margins
See what Yash Highvoltage Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Yash Highvoltage is undertaking a new greenfield plant project with a capex of over INR100 crores.
- Full utilization of the new plant is expected in 2.5 to 3 years, with incremental ramp-up starting at 30%-40%.
- The greenfield facility will expand capacity to 15,000-16,000 units, roughly 2.5x to 3x current revenue.
- Capex covers infrastructure including buildings, machinery, tools for winding, autoclaves, material movement, and high voltage test laboratories.
- Additional capex may be required for the acquisition of Sukrut Electrical, with professionals assessing future investment needs.
- Inventory build-up and strategic stocking for future orders might also contribute to capex.
2 more points from Yash Highvoltage Ltd's call on capex
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Top-ranked in Electrical Equipment
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 Yash Highvoltage Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of September 2025, Yash Highvoltage Limited has a healthy order book valued at over INR 300 crores.
- The execution timeline for the current orders is approximately 1.5 to 2 years.
- The company continues to add new orders daily, indicating strong ongoing demand.
- Management stated that the order flow is "unlimited," and the capacity to take orders is limited by their ability to execute rather than demand.
2 more points from Yash Highvoltage Ltd's call on order book
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What Yash Highvoltage Ltd's management said in earlier quarters
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- Triveni Turbine Ltd (Q2 FY26)
The outstanding order book is at a record ₹22.2 billion, which is 24% higher year-over-year. Key concall takeaways from Triveni Turbine's Q2 FY26 earnings call…
Potential multibaggers · Q2 FY27
Potential multibaggers in Electrical Equipment
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Yash Highvoltage Ltd Q2 FY26 results?
Yash Highvoltage Limited targets a minimum CAGR of around 35% for the next 5 to 10 years, continuing historic growth rates. Yash Highvoltage targets a minimum CAGR of 35% over the next 5 years, maintaining historically high growth rates.
What is Yash Highvoltage Ltd share price analysis?
Yash Highvoltage Ltd currently shows a neutral. The stock trades at a P/E of 72.4 with a market cap of ₹2,818 Cr. Investors should review the full earnings analysis for detailed insights.
Is Yash Highvoltage Ltd planning capital expenditure?
Yash Highvoltage is undertaking a new greenfield plant project with a capex of over INR100 crores.
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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.
