Yasho Industries Limited — PPTs, 13-02-2026: Investor Presentation

Yasho Industries delivered a strong Q3 FY26, with revenue up 35% YoY to ₹201.83 Cr and 9M FY26 revenue at ₹583.76 Cr, an increase of 19% YoY. This growth was driven by a 33% quarterly volume jump, optimized product mix, and strategic geographical expansion. EBITDA margin stood at 16.65% for Q3, supported by disciplined cost management and operational efficiency. Net profit surged to ₹4.50 Cr for the quarter (up from a loss last year) and ₹13.00 Cr for the 9-month period. EPS for Q3 was ₹3.73.

The new R&D Centre at Pakhajan is fully functional, with 50+ scientists driving innovation and process improvements. A strategic manufacturing project worth ₹85-90 Cr, fully funded by a major customer, is underway. Yasho also invested ₹25.9 Cr in two new manufacturing lines for high-growth product categories, with trial runs expected by March 2026 and commercial production from Q1 FY27. Management's outlook indicates the Pakhajan facility has infrastructure to support 15-25% annual long-term growth, with capacity for ₹1,500 Cr in revenue potential.