Yasho Industries' Q3 FY26 revenue jumped 35% YoY to INR 201.83 Cr, with 9-month revenue reaching INR 583.76 Cr (+19% YoY). EBITDA margins stood at 16.65% (Q3) and 17.06% (9M), affected by product mix shifts. Pakhajan facility utilization is currently below 50%.
Key growth projects include an MNC-funded plant (INR 85-90 Cr) and two new production lines (INR 25.9 Cr). Management projects an INR 1,500 Cr revenue potential by FY28, targeting 17-19% margins. The company is diversifying geographically into Europe, South America, and Africa, leveraging R&D to mitigate US tariff impacts. Focus remains on growth, cash flow, and debt-to-EBITDA reduction. Management expresses confidence in future growth.