Yasho Industries Limited has informed the Exchange about Transcript
YASHO · price
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Yasho Industries posted its highest-ever quarterly revenue of INR198.6 crores in Q1 FY26, up 14% year-on-year, supported by a strong 33% volume growth despite weak pricing. EBITDA margin stood at 18.01% standalone and 17.02% consolidated, with management guiding to a 17–19% range for FY26. The company reiterated its 40% revenue growth target for FY26, with revenue expected to grow to around INR900–1,000 crores. Capex of INR100 crores is planned for FY26 (INR30 crores already spent), including a new R&D facility by October 2025 and capacity expansion at the Pakhajan plant that will contribute from FY27. Long-term debt-to-EBITDA target is 2.5x (below 3x by FY27), with working capital days targeted to fall from 190 to under 150.
Near-term stock sentiment may remain cautious as management acknowledged pricing pressure in the auto ancillary segment and uncertainty around U.S. tariffs (25% revenue exposure). However, the strong volume growth, China+1 order wins, new product approvals, and multi-year margin/turnover targets support a positive medium-term outlook for shareholders.