YASHO NSE filing

Yasho Industries Q3FY26 Revenue Up 35% YoY to ₹583.76 Cr; EBITDA Grows 20%

The RealCase readHigh impact Positive

Yasho Industries reported Q3FY26 revenue of ₹201.83 crore, up 35% YoY. 9MFY26 revenue reached ₹583.76 crore, a 35% YoY increase. EBITDA for 9MFY26 grew 20% to ₹99.74 crore. The company is undertaking a ₹85-90 crore manufacturing project funded by an MNC, with commercialization expected in Q1 FY28. Two new manufacturing lines are being installed for ₹25.9 crore, with production starting Q1 FY27.

Why it matters

The substantial revenue and EBITDA growth, coupled with significant capacity expansion and strategic project developments, are expected to have a material positive impact on the company's future financial performance.

The market read

The company reported significant year-on-year growth in revenue and EBITDA, alongside progress on strategic manufacturing projects and capacity expansion, indicating positive business momentum.

Yasho Industries Limited has announced its financial results for the third quarter and nine months ended December 31, 2025 (Q3FY26 and 9MFY26). The company reported a significant revenue growth of 35% year-on-year for the nine-month period, reaching ₹583.76 crore, compared to ₹490.82 crore in the previous year. For the third quarter, revenue stood at ₹201.83 crore, a 10% increase quarter-on-quarter and a 35% increase year-on-year.

EBITDA for the nine-month period grew by 20% to ₹9,974.00 lakh (₹99.74 crore), with an EBITDA margin of 17.06%. In Q3FY26, EBITDA was ₹3,362.22 lakh (₹33.62 crore), resulting in an EBITDA margin of 16.65%. This performance was driven by strong quarterly volume growth of 33.0%, product mix optimization, and strategic geographical expansion.

The company also provided updates on its strategic manufacturing project with a large MNC, with a total project cost of ₹85-90 crore, fully funded by the customer. Advances of ₹19.90 crore have been received, and commercialization is expected to start from Q1 FY28. Additionally, Yasho Industries has deployed ₹25.9 crore towards two new manufacturing lines, with commercial production planned from Q1 FY27.

The Pakhajan facility has been optimized with a new R&D center now fully functional, housing over 40 scientists. The company anticipates a revenue potential of ₹1500 crore with 40% utilization of its Pakhajan facility post-commissioning of new lines and capex for the Long Term Supply Agreement.

Filing to action

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Yasho Industries Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Yasho Industries Limited. Read the original for the full detail.

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