NSE: YASHO · BSE: 541167 · ISIN INE616Z01012
Yasho Industries Limited stock analysis
Yasho Industries Limited ranks #1304 in the TickerSutra evidence-ranked universe with a score of 54/100 and 95% data confidence. The latest captured fundamentals show ROCE of 8.4%, quarterly sales growth of 58.7% and quarterly profit growth of 547.3%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Strong CFO/EBITDA of 1.09×
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
- Extreme base-effect growth requires manual validation
- Valuation is above 40× earnings
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹614cr | ₹93cr | ₹53cr | 15.0% |
| 2023 | ₹670cr | ₹111cr | ₹64cr | 17.0% |
| 2024 | ₹596cr | ₹99cr | ₹57cr | 17.0% |
| 2025 | ₹680cr | ₹116cr | ₹6cr | 17.0% |
| 2026 | ₹817cr | ₹138cr | ₹21cr | 17.0% |
| TTM | ₹934cr | ₹177cr | ₹52cr | 19.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Yasho Industries Limited has informed the Exchange about Copy of Newspaper Publication
RoutineYasho Industries Ltd - 541167 - Announcement under Regulation 30 (LODR)-Newspaper PublicationBSE · 10 Sept 2026Please find attached herewith newspaper publication for Postal Ballot
RoutineNotice Of Shareholders Meetings-XBRLNSE · 9 Sept 2026 · Structured filingYASHO INDUSTRIES LIMITED has informed the Exchange about Notice of Shareholders Meeting for Postal Ballot
YASHO INDUSTRIES LIMITED has informed the Exchange about Notice of Shareholders Meeting for Postal Ballot
Open original XBRL sourcePlease find attached herewith postal ballot notice
RoutineShareholders meetingNSE · 9 Sept 2026Yasho Industries Limited has informed the Exchange regarding Notice of Postal Ballot
MANAGEMENT COMMENTARY
Signals from filed documents
IST E-voting end date and time Wednesday, August 05, 2026, at 5.00 p.m. IST Final dividend payout date, if approved by the Members on or before Friday, September 04, 2026 For more details, kindly refer to the Note to the Notice of the 40 th AGM. If you wish to update or change your e-mail address or communication address or bank details or nomination details, please approach your respective Depository Participant in
74.42 crores, translating into an EBITDA margin of 24.2%. The strong profitability was driven by higher volumes, a favorable product mix, improved operating leverage, and disciplined cost management across operations. Based on the current outlook, the company will endeavor to maintain current margins going forward.
This increased utilization of our facilities as well as improved product mix helped increase our EBITDA margin from 17% to 24%. The Management is confident to sustain the EBITDA margin of its current quarter going forward on account of improved product mix and better capacity utilization which is backed by commitment from key customers. Yasho Industries Limited August 03, 2026 Page 3 of 19 Looking at the market condi
So, we have multiple ways for the customer to decide how they want to proceed on the contract. And on the margin side, as you indicated that because of the better utilization, we have this sort of margin expansion, and this is looking sustainable. So, does that mean that further improvement in the utilization level might have some room for further margin expansion?
Amar Maurya: And is it like this quarter we have seen a 42% kind of volume growth, correct? Amar Maurya: So, there is a 17%-18% of price increase, so this price increase is likely to sustain? Parag Jhaveri: Sir, this, as I said earlier, we pass through price every quarter -on-quarter.
Export continues to remain a key pillar of our business, contributing approximately 69% of total revenue. We further strengthen our presence across the international market, particularly in Asia and Africa, while continuing to deepen relationships with customers in our existing geographies. Industrial chemicals remain our primary growth segment, contributing n early 89% of total revenue during the quarter.
So, that is, multiple factors are helping us to improve the margin, and we feel that now we should be able to maintain this margin going forward. And also, the new capacity that you are putting in, I remember that you have done some R&D sometime back and you said that a new molecule was under development and you will make an announcement around that soon. So, is this the new capacity that we are doing for that new mo
Parag Jhaveri: Sir, this, as I said earlier, we pass through price every quarter -on-quarter. Generally our prices are based on raw material costing with our long -term suppliers or the marquee customers. It's not a market -driven price, but it's a formula -driven price.
Parag Jhaveri: It's about 60% to 65%. And one more question about the specialty product portfolio that we have. What is the revenue contribution from the product commercialized in the last 18 to 24 months, and what is the contribution that you think will be from these products in the next two to three years?
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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