Yasho Industries Q3FY26 Investor Presentation Released; Revenue up 35% YoY
Yasho Industries reported Q3FY26 revenue of ₹201.83 crore, up 35% YoY, and 9MFY26 revenue of ₹583.76 crore, up 19% YoY. EBITDA for Q3FY26 was ₹33.62 crore. The company is undertaking a customer-funded manufacturing project costing ₹85-90 crore and has invested ₹25.9 crore in new manufacturing lines. Commercial production for new lines is expected from Q1 FY27.
The announcement details substantial revenue growth, strategic investments in new manufacturing capacity, and a significant customer-funded project, all of which are expected to drive future revenue and profitability.
The company reported significant year-on-year growth in revenue and EBITDA, driven by strong volume growth and strategic initiatives. The ongoing investments in new manufacturing lines and R&D, along with a customer-funded project, indicate positive future prospects.
Yasho Industries Limited has released its revised Investor's Presentation for the third quarter and nine months of the fiscal year 2026 (Q3FY26 and 9MFY26). The company reported a significant increase in revenue, reaching ₹201.83 crore for Q3FY26, a 10% increase quarter-on-quarter and a substantial 35% year-on-year growth. For the nine-month period (9MFY26), revenue stood at ₹583.76 crore, marking a 19% year-on-year increase.
This revenue growth was driven by a strong quarterly volume increase of 33%, optimization of product mix, and strategic geographical expansion. The company's EBITDA for Q3FY26 was ₹33.62 crore, with an EBITDA margin of 16.65%, and for 9MFY26, EBITDA was ₹99.74 crore with a margin of 17.06%. These margins were supported by disciplined cost management, operational efficiencies, and improved sourcing.
The company highlighted the operational status of its Pakhajan facility, which operated below optimal levels but saw mitigated impacts through product mix refinement and cost control. The new Research & Development Centre at Pakhajan is fully functional, with approximately 50 scientists working on new product development and process efficiency, engaging with potential large MNC customers.
Key strategic projects include a manufacturing project with a large MNC, with an estimated cost of ₹85-90 crore to be fully funded by the customer, and an advance of ₹19.90 crore already received. Commercialization for this project is expected from Q1 FY28. Additionally, Yasho Industries has invested ₹25.9 crore in two new manufacturing lines, with trial runs expected in March 2026 and commercial production planned from Q1 FY27. The company projects a revenue potential of ₹1500 crore with 40% utilization of its Pakhajan facility space after these expansions.
The consolidated income statement shows Q3FY26 revenue from operations at ₹20,183.03 lakh (₹201.83 crore) and a Profit After Tax (PAT) of ₹449.60 lakh (₹4.50 crore). The company's market capitalization was ₹6741.3 crore as of February 12, 2026.
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