Yasho Industries Ltd
Yasho Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY26 volume growth was 33% year-on-year. Volume growth expected between 35% to 45% in FY27, with capacity utilization increasing by about 15%.
From Yasho Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY26 volume growth was 33% year-on-year.
- FY27 volume growth expected to be between 40% to 50%, driven by 15% increase in capacity utilization.
- Capacity utilization targeted to ramp up to 75% by FY27.
- FY28 revenue guidance is approximately INR 1,500 crores, including:
- Capacity expansion done in FY26.
- Commercialization of a long-term contract/project contributing to growth.
- Volume growth primarily driven by the industrial segment; consumer segment may see slight dip.
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Profitability & Margins
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Capital Expenditure Plans
- FY '26 capex: INR 75 crores, including INR 42 crores at Pakhajan and about INR 7-8 crores at Vapi; INR 25 crores spent on R&D.
- FY '27 planned capex: INR 125 crores, purely at Pakhajan; no capex contribution from the MNC project (separate).
- Additional special project at Pakhajan with INR 90 crores capex ongoing.
- Future capacity expansion at Pakhajan involves building additional production buildings (4 more possible).
- Long-term contract signed in FY '26 with an advance of INR 51.4 crores; revenue expected from this starting FY '28.
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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
- The management did not explicitly mention a current or expected order book value during the call.
- However, there is reference to commitments from customers based on gained confidence due to supply reliability, supporting the guidance of 70%-75% capacity utilization.
- A strategic large project for an MNC is expected to start contributing commercially from early FY28, indicating some secured future orders.
- About 40% of revenue in Q4 FY26 came from contracts with fixed pricing (quarterly or 6-monthly), and 60% from spot or regular customers, implying a mix of confirmed and variable orders.
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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 Q4 FY26 results?
FY26 volume growth was 33% year-on-year. Volume growth expected between 35% to 45% in FY27, with capacity utilization increasing by about 15%.
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?
FY '26 capex: INR 75 crores, including INR 42 crores at Pakhajan and about INR 7-8 crores at Vapi; INR 25 crores spent on R&D.
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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.