Yasho Industries
Yasho Industries Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
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.
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.
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
- 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.
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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 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.
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Yasho Industries — 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 Q4 FY25 results?
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.
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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.