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Yasho Industries Limited Q4 FY26 earnings call summary

NSE: YASHO · BSE: 541167

Earnings call of 19 May 2026, summarised by AI from the filing.

Consolidated revenue ₹830 cr, up 22.7% year-on-year; EBITDA ₹144 cr with margin 17.4%.

Key takeaways

  1. FY26 results Consolidated revenue ₹830 cr, up 22.7% year-on-year; EBITDA ₹144 cr with margin 17.4%.
  2. Capex plan FY27 capex ₹125 cr, completely funded through internal accruals, purely at Pakhajan.
  3. Long-term contract 15-year agreement with advance ₹51.4 cr received; revenue expected to start realizing in FY28.
  4. Supply chain risk Import delays and raw material availability challenges due to geopolitical and petrochemical issues.

Original filing on BSE

Yasho Industries Limited Q1 FY27 results

As filed: Revenue ₹308 cr (+55% year on year), EBITDA ₹73.1 cr (+115% year on year), PAT ₹36.1 cr (+300% year on year), EBITDA margin 23.8% (+667 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹246 cr (+35% year on year), EBITDA ₹44.3 cr (+34% year on year), PAT ₹12.3 cr (+145% year on year), EBITDA margin 18.0% (−6 bps). Score 74 of 100, Above trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was above it. EBITDA margin was flat year on year. Share price after the results: +62.5% in 30 days (Nifty 500: +2.9%).
  • Q3 FY26: Revenue ₹202 cr (+35% year on year), EBITDA ₹33.5 cr (+29% year on year), PAT ₹4.5 cr, EBITDA margin 16.6% (−86 bps). Score 78 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it. EBITDA margin fell 86 bps year on year. Profit fell 10% from last quarter. Share price after the results: −5.5% in 29 days (Nifty 500: −9.6%).
  • Q2 FY26: Revenue ₹183 cr (+12% year on year), EBITDA ₹33.0 cr (+18% year on year), PAT ₹5.0 cr (+25% year on year), EBITDA margin 18.0% (+96 bps). Score 40 of 100, In line with trend. Revenue and EBITDA growth were below the company's own trend. EBITDA margin rose 96 bps year on year. Revenue fell 8% from last quarter. Share price after the results: −5.8% in 29 days (Nifty 500: +0.7%).
  • Q1 FY26: Revenue ₹199 cr (+15% year on year), EBITDA ₹34.0 cr (+55% year on year), PAT ₹4.0 cr, EBITDA margin 17.1% (+437 bps). Score 79 of 100, Above trend. EBITDA margin rose 437 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 20% from last quarter. Share price after the results: −7.8% in 30 days (Nifty 500: −2.5%).
  • Q4 FY25: Revenue ₹183 cr (+6% year on year), EBITDA ₹33.0 cr (+6% year on year), PAT ₹5.0 cr (−72% year on year), EBITDA margin 18.0% (+1 bps). Score 20 of 100, Below trend. EBITDA margin was flat year on year. Other income 38% of PBT. Tax rate 38%. Not enough history for a trend yet: scored on growth alone. Share price after the results: +17.1% in 28 days (Nifty 500: +3.5%).
  • Q3 FY25: Revenue ₹149 cr (+15% year on year), EBITDA ₹26.0 cr (+18% year on year), PAT −₹1.0 cr (−107% year on year), EBITDA margin 17.5% (+53 bps). Score 20 of 100, Below trend. EBITDA margin rose 53 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 9% from last quarter.
  • Q2 FY25: Revenue ₹164 cr (+16% year on year), EBITDA ₹28.0 cr (+33% year on year), PAT ₹4.0 cr (−67% year on year), EBITDA margin 17.1% (+218 bps). Score 46 of 100, In line with trend. EBITDA margin rose 218 bps year on year. Other income 60% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 5% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Yasho Industries Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.