YASHO INDUSTRIES LIMITED

Yasho Industries Limited reported its highest quarterly revenue of Rs. 308 crores for Q1 FY27, reflecting a 42% year-on-year increase in volume. Management highlighted that approvals from key global customers in the industrial chemical segment contributed to this growth, alongside improved capacity utilization, which increased EBITDA margin from 17% to 24%. The company revised its FY28 revenue goal to over Rs. 1,600 crores, supported by investments in manufacturing capacity and R&D. Management noted that exports accounted for approximately 69% of total revenue, with industrial chemicals contributing nearly 89%. The company plans to enhance its capital expenditure for FY27 from Rs. 125 crores to Rs. 250 crores, primarily for constructing new production facilities. Management expressed confidence in sustaining current EBITDA margins due to a favorable product mix and customer commitments, while also indicating a goal of 30% to 40% annual revenue growth in the coming years.

Management emphasized strong growth and confidence in future performance.