Yasho Industries Limited share price

NSE: YASHO · ISIN INE616Z01012

Key numbers

Market cap
₹ 5,105 Cr
Current price
₹ 4,234.10
52-week high / low
₹ 4,994 / 1,130
Stock P/E
88.8
Book value
₹ 368.3
Dividend yield
0.01%
ROCE
8.2%
ROE
5.8%
Debt to equity
1.25
Sales growth (3 yrs)
6.5%
Profit growth (3 yrs)
-28.1%
1-year return
150.1%

About Yasho Industries Limited

Yasho Industries Limited engages in the manufacture and sale of specialty and fine chemicals in India, the United States, Europe, Asia, and the Middle East. The company offers aroma chemicals, including clove oil and derivatives; food antioxidants; and rubber chemicals comprising accelerators/antioxidants/co-agents for processing EPDM, SBR, NBR, ECO, Acrylic, NR, and others. It also provides pre-dispersed rubber chemicals, such as sulfur and metal oxides, dithiocarbamate, thiuram and sulfur donors, guinidines/sulphenamides/thioureas, thiazoles and thioures, crosslinking agents, peroxide co-agents and dithiophosphates, and antioxidants; additives for industrial/automotive lube and greases, including molybdenum based friction modifiers/antiwear agents, thiadiazoles corrosion inhibitor and extreme pressure additives, and triazole metal deactivators; and electroplating chemicals, intermediates for API/bulk drugs, UPR resins/fibre composites resins, thermoplastics urethanes, and printing inks and agrochemicals. The company's products are used for various applications comprising flavours and fragrances, personal care products, agro chemicals and pharmaceutical products, oral care…

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales199183202246308
Operating profit3233334473
Net profit4551236
EPS (₹)3.024.033.7310.1729.90

Concall summary (2026-08-10)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • Yasho Industries Limited August 03, 2026 Looking at the market condition going forward, approval from key customers, long-term supply contracts, and commitment from marquee customers that the company already has in place, our company has revised our FY28 revenue target to more than Rs.
  • Based on current market conditions, customer inquiries and commitments, we are targeting 30% to 40% annual revenue growth over the next few years.

Growth & demand

  • 308 crores driven by a 42% increase in volume on a year-on-year basis.
  • Industrial chemicals remain our primary growth segment, contributing n early 89% of total revenue during the quarter.

Margins & costs

  • This increased utilization of our facilities as well as improved product mix helped increase our EBITDA margin from 17% to 24%.
  • 74.42 crores, translating into an EBITDA margin of 24.2%.

Capex & expansion

  • Capacity utilization at our facilities improved to over 65%, supported by the successful ramp-up of capacities commissioned at our Pakhajan plant.
  • 18.73 crores, primarily towards ongoing expansion of our Pakhajan facility.

Balance sheet & cash

  • The strong profitability was driven by higher volumes, a favorable product mix, improved operating leverage, and disciplined cost management across operations.
  • Our working capital cycle improved from 190 days to 143 days, supported by better inventory planning, improved receivables management, and tighter control over cash deployment.

Peers in Specialty Chemicals

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