Yasho Industries Ltd — earnings calls

Yasho Industries reported Q1 FY27 consolidated revenue of Rs. 308 crores, up on 42% volume growth, with EBITDA margin expanding to 24.2% from 17% in the prior year period. Management attributed the margin improvement to higher capacity utilization, an improved product mix, and long-term customer commitments, and said it expects to sustain these margins going forward. The company raised its FY27 capex plan from Rs. 125 crores to Rs. 250 crores and revised its FY28 revenue target upward to more than Rs. 1,600 crores.

Yasho Industries reported consolidated FY26 revenue of INR830 crores, up 22.7% year-on-year, with EBITDA of INR144 crores and margin at 17.4%. Q4 FY26 revenue was INR246.72 crores, up 33% year-on-year, with EBITDA margin at 18.1%. Management described a 15-year long-term agreement with a customer, an advance of INR51.4 crores already received, and plant utilization above 60% in FY26 with a target of over 75% utilization in FY27.