Yasho Industries Limited has informed the Exchange about Transcript
YASHO · price
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Yasho Industries reported FY26 consolidated revenue of INR830 crores (up 22.7% YoY) with EBITDA of INR144 crores and margin of 17.4%. Q4 revenue was INR246.72 crores (up 33% YoY) with EBITDA margin at 18.1%. Volume growth was 33% YoY, with Industrial Chemicals contributing 87% of revenue and exports at 62%. The company secured a 15-year long-term agreement with INR51.4 crores advance received, expected to contribute from FY28. Management targets 75%+ plant utilization in FY27 (from above 60% in FY26), guiding for 2-3% EBITDA margin improvement towards 20%. FY27 capex of INR125 crores planned, funded through internal accruals. Company guides INR1,500 crores revenue target by FY28 with 35-45% volume growth expected in FY27. Geopolitical challenges are causing supply chain delays (imports delayed 8-12 weeks, US shipping 60-70 days) and raw material price increases of 10-15%.
Strong operational execution and margin improvement despite headwinds; management's guidance for 20% EBITDA margins and INR1,500 crores FY28 revenue target signals confidence in sustained growth, supported by new long-term contracts and capacity ramp-up.