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Yasho Industries Results: Latest Quarterly Results & Analysis

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Yasho Industries Ltd. 06 Nov 2025 18:07 PM

Q2FY26 Quarterly Result Announced for Yasho Industries Ltd.

Specialty Chemicals company Yasho Industries announced Q2FY26 results

  • Revenue: Rs 183 crore for Q2FY26 and Rs 383 crore for H1FY26
  • Revenue Growth: 10% YoY, impacted by sharp pricing corrections
  • Volume Growth: 26% YoY
  • EBITDA stood at Rs 33.42 crore for Q2FY26 compared to Rs 31.75 crore for Q2FY25
  • EBITDA margin improved to 18.20% and PAT margin to 2.65%, driven by optimized product mix, cost discipline, and operating efficiencies.
  • PAT stood at Rs 4.85 crore for Q2FY26 compared to Rs 4.35 crore for Q2FY25
  • Industrial business accounted for 86% of the total revenue for the quarter and half year ended 30th September 2025.
  • Exports contributed 65% Y-o-Y despite a challenging global scenario.

Parag Jhaveri, Managing Director & CEO said,“We believe the demand softness has bottomed out. While tariff challenges persist, our diversification efforts, operational agility, and strong customer relationships position us well for recovery and sustainable growth. The Company remains focused on strengthening its balance sheet, improving working capital efficiency and progressively reducing leverage. With increasing order visibility and operational ramp-up, it remains confident of achieving strong growth in FY26.”

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Specialty Chemicals company Yasho Industries announced Q1FY26 results

  • Total Revenue: Rs 19,901.56 lakh compared to Rs 17,495.27 lakh during Q1FY25, change 13.75%.
  • EBITDA: Rs 3,386.86 lakh compared to Rs 2,382.96 lakh during Q1FY25, change 42.13%.
  • EBITDA Margin: 17.02% for Q1FY26.
  • PAT: Rs 364.46 lakh compared to Rs -246.18 lakh during Q1FY25.
  • PAT Margin: 1.83% for Q1FY26.

Parag Jhaveri, Managing Director & CEO. said: “The global chemical industry continues to remain volatile. We continue to face pressure on selling prices due to the current global uncertainty. We are confident to achieve > 40% growth in FY26. Our state-of-the-art R&D Laboratory is expected to commence from October 2025. We continue to generate sustainable value for our stakeholders.”

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Specialty Chemicals company Yasho Industries announced Q4FY25 & FY25 results

Q4FY25 Financial Highlights:

  • Total Revenue: Rs 18,553 lakh compared to Rs 17,233 lakh during Q4FY24, change 7.7%.
  • EBITDA: Rs 3,559 lakh compared to Rs 3,145 lakh during Q4FY24, change 13.2%.
  • EBITDA margin: 19.2% for Q4FY25.
  • PAT: Rs 503 lakh compared to Rs 1,794 lakh during Q4FY24.
  • PAT margin: 2.7% for Q4FY25.

FY25 Financial Highlights:

  • Total Revenue: Rs 67,725 lakh compared to Rs 60,097 lakh during FY24, change 12.7%.
  • EBITDA: Rs 11,829 lakh compared to Rs 10,721 lakh during FY24, change 10.3%.
  • EBITDA margin: 17.5% for FY25.
  • PAT: Rs 611 lakh compared to Rs 5,794 lakh during FY24.
  • PAT margin: 0.9% for FY25.

Business Highlights:

  • Industrial business accounted for 85% of the total revenue for the quarter.
  • Exports contributed 67% despite a challenging global scenario.
  • The volumes have increased by 20% on YoY basis for the quarter as compared to 8% in Q3FY25.
  • The Pakhajan facility has streamlined its operations with ~50% capacity utilization from March, 2025.

Parag Jhaveri, Managing Director & CEO said: “The global chemical industry continues to remain volatile. We continue to face pressure on selling prices due to the current global uncertainty. Despite these challenges, we are confident to achieve 40-50% revenue growth in FY 26 while maintaining current margins. Our US warehouse is now operational. We have also commenced a marginal capacity expansion for products where we see strong growth opportunities.”

Result PDF

Specialty Chemicals company Yasho Industries announced Q3FY25 results

  • Total Revenue: Rs 14,956 lakh compared to Rs 13,348 lakh during Q3FY24, change 14.7%.
  • EBITDA: Rs 2,752 lakh compared to Rs 2,590 lakh during Q3FY24, change 4.1%.
  • EBITDA margin: 18.4% for Q3FY25.
  • PAT: Rs -186 lakh compared to Rs 1,354 lakh during Q3FY24.

Parag Jhaveri, Managing Director & CEO, said: “The Company’s performance has been stable. Though the volumes have improved on YoY basis by 8%, the EBITDA margins remain stable. However, lower-than-expected capacity utilization at the Pakhajan unit led to reduced profitability.

We expect the capacity ramp up to happen from Q1FY26 based on tailwinds from customer demand and better prices.”

Result PDF

Specialty Chemicals company Yasho Industries announced Q2FY25 results

Financial Highlights:

  • Total Revenue: Rs 16,735 lakh compared to Rs 14,349 lakh during Q2FY24, change 16.2%.
  • EBITDA: Rs 3,148 lakh compared to Rs 2,304 lakh during Q2FY24, change 36.6%.
  • EBITDA Margin: 18.8% for Q2FY25.
  • PAT: Rs 436 lakh compared to Rs 1,159 lakh during Q2FY24.
  • PAT margin: 2.6% for Q2FY25.

Business Highlights:

  • Industrial business has contributed 82% of the total revenue as compared to 84% in Q2FY24.
  • Exports contributed 66% for the quarter.
  • The Volumes have increased by 18% on YoY basis.

Parag Jhaveri, Managing Director & CEO, said: “The Company’s overall performance was better as compared to previousquarter (Q-o-Q) due to higher sales volume, better operating margins, coupledwith favourable product mix. Our focus is on customer engagement and stableoperations, while ensuring steady contribution margins with a focus on costs. We are in the process of ramping up capacity utilization at Pakhajan which iscurrently at 15%."

Result PDF

Speciality Chemicals company Yasho Industries announced Q1FY25 results:

  • Total Revenue: Rs 17,482 million, representing a YoY increase of 15% compared to Q1FY24 (Rs 15,167 million) and a slight QoQ increase of 1% from Q4FY24 (Rs 17,233 million). 
  • EBITDA: Rs 2,370 million, down 12% from Q1FY24 (Rs 2,682 million) and a significant decrease of 25% from Q4FY24 (Rs 3,145 million).
  • EBITDA Margin: 14%, down from 18% in both Q1FY24 and Q4FY24.
  • Profit After Tax (PAT): Rs (246) million, a decrease from Rs 1,479 million in Q1FY24 and down from Rs 1,794 million in Q4FY24.

Commenting on the Results, Parag Jhaveri, Managing Director & CEO said, “The operating backdrop for the global chemical industry continues to be challenging. Despite that, the company has grown in top Line by 15% on YoY basis. Currently the new plant is in the process of stabilization as earlier informed and also our large customers are auditing/ validating our products from the new plant. We are poised to ramp up the production and increase our volumes from Q3FY25 onwards.”

Result PDF

Speciality Chemicals company Yasho Industries announced Q4FY24 results:

  • Total Revenue rose to 172.4 crore in Q4FY24 from 153.5 crore in Q4FY23.
  • EBITDA margin rose to 18.3% in Q4FY24.
  • Industrial business has contributed 84.3% of the total revenue for thequarter and 84.2% for full year.
  • Exports contributed 66.5% for the quarter and 64% for full year.
  • The Volumes have increased by 35% on YoY basis for the quarter and by 13% for the full year.
  • Pakhajan unit has been commissioned on April 9, 2024.

Commenting on the Results, Parag Jhaveri, Managing Director & CEO said, “Despite the geo-political issues and also challenges in the globalchemical industry, we have been able to achieve volume growth. Due topressure on selling prices our sales dropped by 11.6%. Due to better costmanagement our EBITDA for the full year dropped only marginally. We are confident that our Pakhajan unit will help us be recognized as apartner of choice by our international customers."

Result PDF

Specialty chemicals company Yasho Industries announced Q1FY24 results:

  • Revenue from operations of Rs 150.3 crore in Q1FY24 compared to Rs 177.2 crore in Q1FY23, down 15.2% YoY
  • EBITDA of Rs 26.8 crore in Q1FY24 compared to Rs 33.8 crore in Q1FY23, down 20.7% YoY
  • EBITDA margin of 17.8% in Q1FY24 compared to 19.1% in Q1FY23
  • Profit after tax of Rs 14.8 crore in Q1FY24 compared to Rs 19.4 crore in Q1FY23, down 24.6% YoY
  • PAT margin of 9.6% in Q1FY24 compared to 10.7% in Q1FY23

Commenting on the results, Parag Jhaveri, Managing Director & CEO, said, “Yasho Industries demonstrated a stable performance in the first quarter of FY24, achieving 6% volume growth despite facing challenging macroeconomic conditions resulting from the Ukraine War, high-cost inventories, and significant price drop. Nonetheless, we remain resolute in navigating through these turbulent times and devised strategies to ensure a more resilient performance in the upcoming quarters. We are closely monitoring the situation and will continue to do so for the next few quarters.

Regarding our capex initiatives, the greenfield project at Pakhajan is progressing as planned and is expected to commence production in early FY25. We consider this project crucial for our growth strategy and have strong confidence that it will create substantial value for our stakeholders.

Despite the short-term challenges, our long-term strategy remains unchanged, focusing on expanding manufacturing capacities, diversifying the product portfolio, and extending our market reach."

 

 

Result PDF

Specialty chemicals company Yasho Industries announced Q1FY23 results:

  • Total Revenue stood at Rs 187.55 crore, a growth of 39.90% YoY basis
  • EBITDA stood at Rs 35.02 crore, growth of 56.79% on YoY basis
  • PAT stood at Rs 20.59 crore, growth of 88.71% on YoY basis 

Mr. Parag Jhaveri, Managing Director & CEO, Yasho Industries Limited said, “We are pleased to report strong quarterly performance. Total revenue for the quarter stood at Rs 187.55 crores, a growth of 39.90% on YoY basis. This was achieved by working at near full capacity and favorable product mix. We continue to see interest in our products from our customers and are confident to grow the business keeping a medium to long term view in mind.

Due to global macroeconomic headwinds and capacity constraints, we see some volatility in the near-term revenue which we expect to continue for the next 1-2 quarters. Your company is doing its best to sustain the current sales momentum through better product mix and making more efficient use of our multi-purpose facilities. As stated in the past, we intend to expand capacity at a new greenfield facility in Pakhajan, Gujarat. The board has approved a capex of Rs 350 crore for the Phase 1 of the project. We are awaiting government approval for its environmental clearance, which we expect to receive in the coming months.

Due to global macroeconomic headwinds and capacity constraints, we see some volatility in the near-term revenue which we expect to continue for the next 1-2 quarters. Your company is doing its best to sustain the current sales momentum through better product mix and making more efficient use of our multi-purpose facilities. As stated in the past, we intend to expand capacity at a new greenfield facility in Pakhajan, Gujarat. The board has approved a capex of Rs 350 crore for the Phase 1 of the project. We are awaiting government approval for its environmental clearance, which we expect to receive in the coming months.

 

 

Result PDF

Specialty Chemicals company Yasho Industries declares Q3FY22 result:

  • Revenue at Rs 437.66 Cr, a growth of 68.7% YoY basis
  • EBITDA at Rs 75.74 Cr, growth of 89.6% on YoY basis
  • PAT at Rs 39.2 Cr, growth of 217% on YoY basis
  • Sales volume stood at 8,051 MT, a growth of 49.5% on YoY basis

Mr. Parag Jhaveri, Managing Director & CEO, Yasho Industries Limited said, “We are delighted to report our quarterly and nine-month performance in terms of volumes, sales, and profitability, which has been driven by a mix of improved product mix and price realization. Total revenue for 9MFY22 was Rs 437.66 crores, an increase of 68.7% percent year on year. On a year-over-year basis, our sales volume increased by 49.5% and our EBITDA increased by 12.4% in 9MFY22.

We offer a comprehensive range of products to customers in India and around the world. Demand for all principal chemicals in our portfolio has been strong, led by the value-added products.

Relentless efforts of our R&D team are the key contributor to our company's growth and success. Over the years, we have increased our R&D spend to provide quality products to our clients. Furthermore, our technological capabilities have assisted us in identifying process bottlenecks and implementing specific initiatives to increase efficiencies and reduce costs. Our project of capacity expansion at our Unit 1 & Unit 2 has been completed and the company will benefit from this over the next few quarters.”

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