Yash Optics
Yash Optics Q4 FY26 investor presentation: Revenue & Margins
Q4 FY26 investor presentation: what the company reported on revenue, margins and capex.
Based on Yash Optics's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentation reports, not management guidance.
The short version
Q4/FY26 Revenue from Operations: ₹3,061.4 Lacs (H2 FY26), up 29.1% YoY compared to ₹2,370.8 Lacs in H2 FY25 (Page 26). Quarterly Figures (H2 FY26): - EBITDA: ₹961.5 Lacs, +44.4% YoY - Operating Margin (EBITDA Margin): 31.4% - PAT: ₹592.7 Lacs, +17.6% YoY - PAT Margin: 19.4% - Year-on-Year Change: - Revenue from Operations grew 29.1% to ₹3,061.4 Lacs in H2 FY26 from H2 FY25.
From Yash Optics's Q4 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Q4/FY26 Revenue from Operations: ₹3,061.4 Lacs (H2 FY26), up 29.1% YoY compared to ₹2,370.8 Lacs in H2 FY25 (Page 26).
- H2 FY26 revenue grew 31.0% compared to H1 FY26 revenue of ₹2,337.6 Lacs (Page 27).
- FY26 total revenue: ₹5,399.0 Lacs, a 25.0% increase YoY from FY25 ₹4,320.9 Lacs (Page 27).
- Future Outlook Highlights (Page 24):
- Scale partnerships to drive stable volume growth.
- Expand hospital counters for prescription-driven demand.
- Strengthen proprietary brands and e-commerce integration.
- Increase backward integration for market share growth.
- Exploit ‘China+1’ sourcing shift and import substitution opportunities.
2 more points from Yash Optics's call on revenue
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Profitability & Margins
See what Yash Optics said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Backward-Integrated Lens Casting Facility in Vapi, Gujarat:
- 36,000 sq. ft. semi-finished and finished lens coating facility.
- Current capacity: ~10,000 lens pairs per day.
- Capacity expandable to 20,000 pairs per day with reduced incremental capex, subject to demand.
- Aligns with Aatmanirbhar Bharat initiative (reducing ~95% coated lens import dependence).
- ~20% of production is captive consumption; remaining for domestic B2B sales.
2 more points from Yash Optics's call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
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 Optics Q4 FY26 results?
Q4/FY26 Revenue from Operations: ₹3,061.4 Lacs (H2 FY26), up 29.1% YoY compared to ₹2,370.8 Lacs in H2 FY25 (Page 26). Quarterly Figures (H2 FY26): - EBITDA: ₹961.5 Lacs, +44.4% YoY - Operating Margin (EBITDA Margin): 31.4% - PAT: ₹592.7 Lacs, +17.6% YoY - PAT Margin: 19.4% - Year-on-Year Change: - Revenue from Operations grew 29.1% to ₹3,061.4 Lacs in H2 FY26 from H2 FY25.
What is Yash Optics share price analysis?
Yash Optics currently shows a neutral. The stock trades at a P/E of 34.5 with a market cap of ₹312 Cr. Investors should review the full earnings analysis for detailed insights.
Is Yash Optics planning capital expenditure?
Backward-Integrated Lens Casting Facility in Vapi, Gujarat: - 36,000 sq.
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.
