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Yasho Industries

Q1 FY27Chemicals & Petrochemicals

Yasho Industries Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management said on revenue, margins and capex.

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

RevenueStrong growth
MarginMargins steady
CapexCapex planned

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

Strong growth
  • 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).

2 more points from Yasho Industries's call on revenue

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Profitability & Margins

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

Capital Expenditure Plans

Capex planned
  • 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.

2 more points from Yasho Industries's call on capex

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Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

Guidance-ranked
1Shiv Texchem
Rev 1Mar 2
2Kiri Industries Ltd
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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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

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.

2 more points from Yasho Industries's call on order book

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Yasho Industries — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹336 Cr, net profit ₹31 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Yasho Industries's management said in earlier quarters

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Frequently Asked Questions

What were Yasho Industries Q1 FY27 results?

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.

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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.