Yasho Industries Reports Strong Q2 FY26 Performance with 26% Volume Growth and New 15-Year Supply Agreement
Yasho Industries reported strong Q2 FY26 results with 10% revenue and 26% volume growth, improved margins, and secured a significant 15-year lubricant additives supply agreement worth ₹150 crore annually from FY27.
The announcement includes strong financial results for Q2 FY26, a significant 15-year long-term supply agreement that will substantially boost future revenues, and the inauguration of a new R&D lab, all of which indicate strong operational performance and strategic growth initiatives.
The company reported robust Q2 FY26 performance with significant volume growth (+26% YoY), improved EBITDA and PAT margins, and a substantial long-term supply agreement worth ₹150 crore annually. The management also expressed confidence in achieving strong growth in FY26.
Yasho Industries Limited has announced its un-audited consolidated financial results for the quarter and half year ended 30th September 2025, highlighting operational excellence amid challenging times. * Revenue: ₹183 crore for Q2 FY26 and ₹383 crore for H1 FY26. Revenue growth was +10% year-on-year, despite sharp pricing corrections. * Volume Growth: +26% year-on-year. * Margins: EBITDA margin improved to 18.20% and PAT margin to 2.65%, driven by optimized product mix, cost discipline, and operating efficiencies. * Business Segments: Industrial business accounted for 86% of total revenue. Exports contributed 65% year-on-year. * New Orders: A long-term supply agreement for Lubricant additives was signed for 15 years, estimated to generate revenues of ₹150 crore annually from FY27. * Capex: A new R&D Laboratory was inaugurated in October 2025 at Pakhajan. * Management Commentary: Mr. Parag Jhaveri, Managing Director & CEO, stated, "We believe the demand softness has bottomed out. While tariff challenges persist, our diversification efforts, operational agility, and strong customer relationships position us well for recovery and sustainable growth. The Company remains focused on strengthening its balance sheet, improving working capital efficiency and progressively reducing leverage. With increasing order visibility and operational ramp-up, it remains confident of achieving strong growth in FY26."
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