Yasho Industries

Q1 FY27Chemicals & Petrochemicals

Yasho Industries Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹4,216

Market cap₹5.3K Cr

P/E101.4

Updated25 Aug 2026

Read5 min read

What the Q1 FY27 call signalled

2 of 3 strong

RevenueRank 1

MarginRank 3

CapexYes

Not discussed on this call: fundraise, order book.

The short version

Yasho Industries targets 30%-40% annual revenue growth over the next few years (Page 4). - Growth is primarily driven by export markets, which currently contribute ~69% of revenue, expected to stabilize around 70%-75% export share (Pages 7, 18-19). - Utilization is expected to ramp up from 60%-65% currently to 75% in FY27, supporting volume growth (Pages 12, 18-19). - New capacity at Pakhajan facility's Phase 1 to be operational from Q1 FY28, with revenue potential of Rs. Yasho Industries targets 30%-40% annual revenue growth over the next few years, driven mainly by export markets and new product commercialization.

From Yasho Industries's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 1

Yasho Industries targets 30%-40% annual revenue growth over the next few years (Page 4).
Growth is primarily driven by export markets, which currently contribute ~69% of revenue, expected to stabilize around 70%-75% export share (Pages 7, 18-19).
Utilization is expected to ramp up from 60%-65% currently to 75% in FY27, supporting volume growth (Pages 12, 18-19).
New capacity at Pakhajan facility's Phase 1 to be operational from Q1 FY28, with revenue potential of Rs. 100 crores in FY28, not included in FY27 guidance (Pages 18-19).
Product mix improvement and new specialty products contribute to growth and better margins (Pages 14-15).
Focus on long-term customer contracts reduces volatility and supports stable margin and volume growth (Pages 13-14).
Expansion into Asian and African markets is underway, expected to contribute to export growth (Pages 7, 18).

Profitability & Margins

Yasho Industries targets 30%-40% annual revenue growth over the next few years, driven mainly by export markets and new product commercialization.
Margins are expected to be maintained at current levels (~24%) for FY27, supported by improved product mix, higher capacity utilization (~75% targeted), and better operating leverage.
The company expects sustained EBITDA margins due to long-term supply contracts with marquee customers rather than spot pricing.
New product lines launched over the last 18-24 months contribute about 30% of revenue and are expected to drive future growth.
CAPEX of Rs. 250 crores over FY27 towards new manufacturing facilities aims to support scaling operations with expected 2.5x revenue potential on CAPEX.
Improving net debt/EBITDA ratio (1.86x in Q1 FY27 vs. 3.75x prior) reflects stronger operating earnings and disciplined financial management.
Overall, Yasho aims for sustainable profit growth supported by capacity expansion, product innovation, and global market penetration.

See what Yasho Industries said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes

Yasho Industries revised FY27 CAPEX guidance from Rs. 125 crores to Rs. 250 crores.
The investment will be directed towards constructing two new production buildings at the Pakhajan facility.
These buildings will manufacture several high-potential products developed through R&D efforts.
The first phase (Rs. 100 crores) is expected to come online by Q1 FY28; the second phase (Rs. 150 crores) by Q4 FY28.
The total revenue potential from this CAPEX is expected to be 2.5x the invested amount.
About 65% of the Rs. 250 crores CAPEX is already booked with customers.
The new capacity is anticipated to contribute incremental revenue starting FY28, with a target utilization of around 70%-75%.
The company also has ongoing projects aligned with customers' needs to support sustained growth.

Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

5x potential

1Shiv Texchem₹275 Cr

Rev 1Mar 2

2Kiri Industries₹3.5K Cr

Rev 1Mar 3

3₹148 Cr

Rev 1Mar 3

4₹2.0L Cr

Rev 2Mar 1

5₹52.4K Cr

Rev 2Mar 1

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

Yasho Industries Limited plans to raise approximately Rs. 100 crores through borrowings (debt) during FY27 to fund its expansion and capital expenditure.
No mention of any current or planned equity fundraising was noted in the document.
The company is increasing its FY27 capital expenditure plan from Rs. 125 crores to Rs. 250 crores primarily to construct two new production buildings at the Pakhajan facility.
The financial leverage has improved, with net debt to EBITDA ratio reducing from 3.75x at FY26 end to 1.86x as of June 30, 2026, supported by better operating earnings and profitability.

See what Yasho Industries said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

- As of the latest call, Yasho Industries has customers lined up for approximately 60%-65% of the new capacity coming online (Pakhajan facility Phase 1). - For the remaining capacity (around 35%-40%), the company is actively searching for customers to fill the balance. - Out of the Rs. 250 crores total CAPEX, about 65% is already booked with customers. - The company has secured commitments from marquee customers, which support confidence in maintaining margins and growth. - Long-term supply agreements are in place and are described as "evergreen," indicating ongoing customer commitments without immediate expiry. - Additional customer offtake observed in recent quarters is expected to continue, suggesting a healthy order pipeline. - Export markets, notably USA, Europe, Middle East, and new Asian and African markets, contribute significantly to order growth. Overall, the order book is robust for over half of planned expansions, with active efforts underway to secure the remainder.

Yasho Industries — Quarterly revenue & net profit

Revenue Net profit Net loss

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹246 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Yasho Industries Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Yasho Industries Q1 FY27 results?

What is Yasho Industries share price analysis?

Yasho Industries currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 101.4 with a market cap of ₹5,305 Cr. Investors should review the full earnings analysis for detailed insights.

Is Yasho Industries planning capital expenditure?

Yasho Industries revised FY27 CAPEX guidance from Rs.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.