Yasho Industries Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book

Published 26 Aug 2026 | Chemicals & Petrochemicals | Market Cap: ₹5.3K Cr

Yasho Industries targets a 40%-50% increase in revenue for FY '26, driven primarily by volume growth. Company targets 40%-50% revenue growth in FY '26, driven primarily by volume expansion. - EBITDA margin guidance maintained at 17%-19% for FY '26, with cautious optimism to avoid overestimation. - Capacity utilization expected to improve from 50% to 65%-70% throughout FY '26, positively impacting earnings. - Pakhajan plant achieved EBITDA breakeven at around 50% utilization; higher utilization will boost margins. - Long-term fixed asset turnover expected to improve starting FY '27, with returns projected at 3x by FY '27 or FY '28. - Debt reduction is a priority with target debt-to-EBITDA ratio of 3.5 by FY '26, aiding profitability. - Expect sustained gross margins around 40%-42% long-term. - New R&D investments (30%-40% of Rs.

From Yasho Industries's Q4 FY25 earnings-call transcript · updated 26 Aug 2026.

Price

₹4,202

Market Cap

₹5.3K Cr

P/E Ratio

101.4

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Yasho Industries — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹246 Cr, net profit ₹12 Cr.

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📊 Revenue & Sales Performance

→Yasho Industries targets a 40%-50% increase in revenue for FY '26, driven primarily by volume growth.
→Plant utilization at the Pakhajan facility is expected to reach 60%-70% in FY '26 and above 70% at the company level.
→Growth momentum is anticipated to continue into FY '27, supported by new CAPEX coming online.
→Incremental capacity expansions at Pakhajan are planned to capture good growth opportunities in selected products.
→The company is focused on achieving higher capacity utilization, innovation, improved product mix, and cost optimization.
→Exports continue to be a key revenue driver, contributing around 67% of total revenue.
→The optimistic outlook is reinforced by India's strategic global positioning and opportunities from evolving geopolitical dynamics.

📈 Profitability & Margins

→Company targets 40%-50% revenue growth in FY '26, driven primarily by volume expansion.
→EBITDA margin guidance maintained at 17%-19% for FY '26, with cautious optimism to avoid overestimation.
→Capacity utilization expected to improve from 50% to 65%-70% throughout FY '26, positively impacting earnings.
→Pakhajan plant achieved EBITDA breakeven at around 50% utilization; higher utilization will boost margins.
→Long-term fixed asset turnover expected to improve starting FY '27, with returns projected at 3x by FY '27 or FY '28.
→Debt reduction is a priority with target debt-to-EBITDA ratio of 3.5 by FY '26, aiding profitability.
→Expect sustained gross margins around 40%-42% long-term.
→New R&D investments (30%-40% of Rs. 75-100 crore CAPEX) aimed at innovation and growth.
→Optimism for maintaining growth momentum into FY '27 enabled by new CAPEX kicking in then.

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

🏗️ Capital Expenditure Plans

→FY 2026 CAPEX planned at Rs. 75-100 crores primarily for Pakhajan plant.
→Approximately 30%-40% of this CAPEX is allocated for creating/upgrading the R&D facility.
→The CAPEX includes incremental capacity expansion for certain high-growth products at Pakhajan.
→Infrastructure CAPEX of Rs. 240 crores already spent as part of overall Rs. 480 crore investment.
→The impact of the current CAPEX will reflect starting Q1 FY 2027.
→Further major CAPEX, estimated around Rs. 400 crores, is anticipated in FY 2027 depending on cash flows and debt repayments.
→Additional capacity expansions and Phase-2 developments at Pakhajan are under consideration post FY 2026, subject to funding and market conditions.

💰 Fundraising & Capital Structure

→Current debt guidance for FY '26 is around Rs. 450-Rs. 470 crores, down from Rs. 550 crores previously mentioned.
→Management expects to reduce debt levels through improved working capital management, including inventory reduction.
→No explicit mention of new equity fundraising in the current or near future; last equity raise was Rs. 125 crores via preferential shares.
→Future CAPEX of Rs. 75-Rs. 100 crores planned for FY '26, primarily funded internally through cash flow and working capital optimization.
→Discussion suggests cautious approach toward funding beyond FY '26; decisions on Phase-2 expansion and related funding will be considered later based on cash flow and debt capacity.
→No immediate plans disclosed for fresh equity or significant additional debt-raising beyond current levels.

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

📋 Order Book & Pipeline

→Yasho Industries has several large long-term supply orders, but these orders come on a quarterly basis, not all at once.
→The company has both large committed customers with regular orders and some customers who negotiate quarterly.
→There are very few spot customers; the focus is on large, committed customers.
→Recent marginal capacity expansion at the Pakhajan plant targets products showing good growth potential.
→Gradual conversion of higher capacity utilization (50% at Pakhajan) into sales has been occurring, with breakeven achieved at this utilization.
→Approvals and business conversions were delayed by about two quarters but are now picking up, increasing confidence in achieving targeted growth.
→Management emphasizes revenue guidance rather than specific capacity numbers, highlighting expected revenue growth over capacity metrics.

Key Metrics

What Yasho Industries Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Yasho Industries Q4 FY25 results?

What is Yasho Industries share price analysis?

Yasho Industries currently shows a neutral. 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?

FY 2026 CAPEX planned at 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.