Yasho Industries Ltd
Yasho Industries Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Expected revenue for the full year is around INR 800 to 850 crores, adjusted down from an earlier INR 900 crores guidance due to tariff issues. Yasho Industries expects EBITDA margins to be maintained in the 17%-19% range through FY '27.
From Yasho Industries Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Expected revenue for the full year is around INR 800 to 850 crores, adjusted down from an earlier INR 900 crores guidance due to tariff issues. (Page 12)
- Long-term revenue projection linked to INR 75 crores capex expected to generate roughly INR 250 crores. (Page 16)
- Volume growth of 30% observed currently, with confidence to maintain or improve this via diversified markets. (Page 13)
- Export sales expected to grow to approximately 70% of total sales within 6 to 18 months. (Page 10)
- Asset turnover ratio targeted to reach 3x in 3 to 4 years, with gradual capacity ramp-up. (Page 12)
- Volume growth prioritized as a key metric alongside EBITDA over topline fluctuations. (Page 8)
2 more points from Yasho Industries Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Ongoing capex expanding capacity with part production expected to start by Jan-Feb 2026 (not debottlenecking Phase 1, but expansion of existing product line).
- Total planned capex of INR100 crores for the year; INR23 crores spent on R&D, INR20 crores on assets, balance INR45 crores pending pending clarity on tariff and business climate.
- Additional capex (INR50-75 crores) planned in conjunction with a global MNC customer for lubricant derivatives, funded by the customer, with operations starting by Q4 FY '27, expected to contribute ~INR150 crores annual revenue from FY '27 end.
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Top-ranked in Chemicals & Petrochemicals
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
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Order Book & Pipeline
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Yasho Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹246 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Yasho Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Yasho Industries Ltd Q2 FY26 results?
Expected revenue for the full year is around INR 800 to 850 crores, adjusted down from an earlier INR 900 crores guidance due to tariff issues. Yasho Industries expects EBITDA margins to be maintained in the 17%-19% range through FY '27.
What is Yasho Industries Ltd share price analysis?
Yasho Industries Ltd currently shows a neutral. The stock trades at a P/E of 95.8 with a market cap of ₹5,013 Cr. Investors should review the full earnings analysis for detailed insights.
Is Yasho Industries Ltd planning capital expenditure?
Ongoing capex expanding capacity with part production expected to start by Jan-Feb 2026 (not debottlenecking Phase 1, but expansion of existing product line).
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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.