Yasho Industries Ltd
Yasho Industries Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Revenue for FY '25 expected around INR 650-670 crores with 15% YoY growth. - FY '26 revenue guidance is INR 950-1,000 crores with EBITDA margin 17%-19%. - FY '27 revenue projected at INR 1,250-1,300 crores with EBITDA margin around 18%. - Volume growth in Q4 expected at 30%-35%. - Pakhajan plant utilization to reach 85%-90% by the last quarter of FY '26. - Ramp-up delayed by about 2 quarters due to customer approvals and RFQ delays; expected to normalize by March 2025. - Expansion plans for new molecules and products primarily in industrial chemical segment. - Long-term growth supported by increased utilization of new facility and new product launches. - U.S. Yasho Industries expects revenue for FY '26 in the range of INR 950 to 1,000 crores, increasing to INR 1,250 to 1,300 crores in FY '27 with full plant utilization.
From Yasho Industries Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue for FY '25 expected around INR 650-670 crores with 15% YoY growth.
- FY '26 revenue guidance is INR 950-1,000 crores with EBITDA margin 17%-19%.
- FY '27 revenue projected at INR 1,250-1,300 crores with EBITDA margin around 18%.
- Volume growth in Q4 expected at 30%-35%.
- Pakhajan plant utilization to reach 85%-90% by the last quarter of FY '26.
- Ramp-up delayed by about 2 quarters due to customer approvals and RFQ delays; expected to normalize by March 2025.
- Expansion plans for new molecules and products primarily in industrial chemical segment.
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Profitability & Margins
See what Yasho Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Post recent INR125 crores fundraising, INR50 crores will be used for debt repayment; remaining INR75 crores retained for working capital and future expansion (Q11-12).
- Planned capex in FY '26 focused on new products and new chemistry in the industrial segment (Q10-11).
- Expansion linked to new product launches expected to trigger once plant utilization surpasses 70%, with faster brownfield capex possible (Q10).
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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
See what Yasho Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Some customer RFQs (Request for Quotations) were delayed or pending, affecting the ramp-up at the Pakhajan plant; these RFQs are now expected around July-August 2025.
- A couple of customers were not ready to reorder or enter long-term contracts, which slowed capacity utilization.
- Customer approvals for products are ongoing; out of 10 customers, six have given full approval, and four are still under evaluation.
- Inventory levels were high (INR 100-160 crores) due to put-on-hold orders but expected to normalize by March 2025 with new order traction.
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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 Q3 FY25 results?
Revenue for FY '25 expected around INR 650-670 crores with 15% YoY growth. - FY '26 revenue guidance is INR 950-1,000 crores with EBITDA margin 17%-19%. - FY '27 revenue projected at INR 1,250-1,300 crores with EBITDA margin around 18%. - Volume growth in Q4 expected at 30%-35%. - Pakhajan plant utilization to reach 85%-90% by the last quarter of FY '26. - Ramp-up delayed by about 2 quarters due to customer approvals and RFQ delays; expected to normalize by March 2025. - Expansion plans for new molecules and products primarily in industrial chemical segment. - Long-term growth supported by increased utilization of new facility and new product launches. - U.S. Yasho Industries expects revenue for FY '26 in the range of INR 950 to 1,000 crores, increasing to INR 1,250 to 1,300 crores in FY '27 with full plant utilization.
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?
Post recent INR125 crores fundraising, INR50 crores will be used for debt repayment; remaining INR75 crores retained for working capital and future expansion (Q11-12).
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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.