Please find attached herewith transcripts of Q4FY26 results concall
YASHO · price
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Yasho Industries delivered strong Q4 FY26 results with revenue of INR246.72 crores (up 33% YoY) and EBITDA of INR44.71 crores (margin 18.1%). For FY26, consolidated revenue reached INR830 crores (up 22.7%) with EBITDA of INR144 crores at 17.4% margin. The company secured a 15-year long-term agreement with a major MNC, receiving INR51.4 crores advance, with revenue expected to start from FY28. Management targets 75% plant utilization in FY27 (from above 60% in FY26), expecting 35-45% volume growth and 2-3% EBITDA margin improvement. FY27 capex of INR125 crores planned at Pakhajan, funded through internal accruals. The company guides for INR1,500 crores revenue by FY28, supported by capacity expansion and the new long-term contract. Industrial Chemicals segment contributed 87% of revenue with exports at 62%.
Strong operational performance with clear margin expansion roadmap. The 15-year contract provides long-term revenue visibility while management's focus on operational leverage through higher utilization should drive profitability. The stock appears well-positioned for growth heading into FY27.