Yasho Industries Limited — PPTs, 12-02-2026: Investor Presentation

Yasho Industries delivered a strong Q3 FY26, with revenue hitting ₹201.83 Cr, a 10% QoQ and 35% YoY jump, primarily driven by robust 33% volume growth, optimized product mix, and strategic global expansion. The company notably swung to a profit after tax of ₹4.50 Cr, reversing last year's Q3 loss. For the nine months, revenue reached ₹583.76 Cr with PAT at ₹13.00 Cr, reflecting strong overall performance. Exports continue to be a major contributor, making up around 65% of total revenue.

Growth is fueled by strategic investments. The new R&D Centre at Pakhajan is fully operational with 50 scientists driving innovation and process improvements. A major manufacturing project with an MNC, valued at ₹85-90 Cr and fully customer-funded, is underway, with commercialization expected by Q1 FY28. Yasho also invested ₹25.9 Cr in two new manufacturing lines, set for commercial production in Q1 FY27.

Despite its Pakhajan facility operating below optimal utilization, disciplined cost management and efficiency gains supported margins. Management anticipates the Pakhajan site's infrastructure can support 15-25% annual long-term growth, with capacity to achieve ₹1500 Cr revenue potential at 40% utilization.