Yasho Industries Ltd
Yasho Industries Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Yasho Industries aims to achieve approximately INR 1,500 crores revenue by FY '28 at around 40% utilization of Pakhajan facility capacity. Yasho Industries targets revenue of approx.
From Yasho Industries Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Yasho Industries aims to achieve approximately INR 1,500 crores revenue by FY '28 at around 40% utilization of Pakhajan facility capacity.
- Revenue potential of INR 1,500 crores by FY '28 reflects the company's capacity after debottlenecking and long-term supply agreements.
- Expected optimal utilization of 80-85% at Pakhajan plant by FY '28, with associated revenue between INR 750-850 crores depending on market conditions.
- Growth will be supported by increased capacity utilization, new long-term contracts, and geographic diversification (Europe, Americas, Africa, Asia).
- The company anticipates 15-25% annual growth over the long term, supported by existing infrastructure.
- Domestic markets show strong growth driven by industrial and consumer segments, enabled by aggressive pricing and expanded customer reach.
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Profitability & Margins
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Capital Expenditure Plans
- Current year FY '26 capex is around INR 60 crores, including INR 25 crores for two new manufacturing lines and INR 25 crores for R&D.
- Equipment deliveries for a strategic manufacturing project with a large MNC (cost approx. INR 85-90 crores) funded fully by the customer are expected to begin in Q2 FY '27, with commercialization targeted for Q1 FY '28.
- Trial runs for the two new manufacturing lines are expected in March 2026, with commercial production planned for Q1 FY '27.
- Additional planned capex for FY '26 has been deferred, with decisions pending based on market conditions.
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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
- Yasho Industries has an outstanding orderbook, with confidence to achieve INR1,500 crores revenue potential by FY '28.
- For FY '26, the company expects to close around INR800 crores in revenue.
- Capacity utilization at the Pakhajan plant is expected to reach around 80-85% by FY '28, supporting the revenue target.
- Long-term supply agreements (LTSAs) are being pursued to secure a majority of capacity utilization (60-70% of sales).
- Discussions are ongoing with multiple large MNC customers for significant contracts, though specifics remain confidential due to NDAs.
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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 FY26 results?
Yasho Industries aims to achieve approximately INR 1,500 crores revenue by FY '28 at around 40% utilization of Pakhajan facility capacity. Yasho Industries targets revenue of approx.
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?
Current year FY '26 capex is around INR 60 crores, including INR 25 crores for two new manufacturing lines and INR 25 crores for R&D. - Equipment deliveries for a strategic manufacturing project with a large MNC (cost approx.
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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.