please find attached herewith investor presentation for Q4FY26

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

YASHO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+18.3%1-day move

₹1719.00

prior close

₹1850.90

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.1+1.1-1.9-1.4+18.3+16.1+17.0+21.0+30.9+20.4+45.8+66.4+76.3—

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AI summary

Yasho Industries delivered strong FY26 results with revenue of ₹830 crore (up 22.7% YoY) and EBITDA of ₹144.5 crore (up 21% YoY). PAT surged 314% to ₹25.3 crore, while the Debt-EBITDA ratio improved from 4.70 to 3.75. The company secured a ₹85-90 crore customer-funded project with a global MNC (₹51.4 crore advance received), with commercialization expected in Q1FY28. Management targets revenue of ₹1,500 crore and EBITDA margins above 20% by FY28, while planning ₹125 crore capex funded through internal accruals. Capacity utilization is expected to rise from ~60% to over 75% in FY27, which should boost margins by 2-3 percentage points.

Likely market impact

Strong operational execution with margin improvement guidance and multiyear revenue targets signals confidence in the specialty chemicals business. The MNC project provides earnings visibility, while debt reduction improves the balance sheet. The stock at ₹1,972 crore market cap reflects growth potential tied to capacity expansion and new product launches.