Yasho Industries Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Yasho Industries reported Q2FY26 revenue of INR183.6 Cr (up 9.6% YoY) with 18.2% EBITDA margins. H1FY26 revenue grew 11.8% YoY, boosted by 30% volume despite pricing pressure and tariff impacts causing Pakhajan underutilization. FY26 revenue guidance revised to INR800-850 Cr. Strategic wins: 15-year MNC lubricant supply agreement (INR150 Cr from FY27, customer-funded capex) and new R&D lab. Company actively diversifying markets and boosting operational efficiency. Management targets debt-to-EBITDA improvement to 3-3.5x by FY27. Strong R&D focus on high-margin products. Company remains resilient, prioritizing volume and EBITDA growth.