Jerash Holdings (US) Inc (NAS:JRSH)

Q4 2025 Jerash Holdings (US) Inc Earnings Call Transcript

Jun 23, 2025 / 01:00 PM GMT

Release Date Price: $3.22 (-3.88%)

Transcript 10-K8-K

Key Points

Positve

Jerash Holdings (US) Inc (JRSH) reported a 35.6% increase in revenue for the fiscal 2025 fourth quarter, reaching $29.3 million.
Gross profit surged nearly 250% to $5.2 million, with gross margin improving to 17.9% from 7.0% in the previous year.
The company secured a major initial order from a large US-based multinational retail corporation through a strategic collaboration with Hansho, a leading South Korean apparel group.
Jerash Holdings (US) Inc (JRSH) is well-positioned to benefit from global brands seeking manufacturing alternatives outside of China and Southeast Asia due to geopolitical uncertainties.
The company completed an expansion at its manufacturing facility in Amman, increasing production capacity by approximately 15%.

Negative

Logistic disruptions at Israel's Haifa port, driven by geopolitical instability, impacted revenue by approximately $3 to $4 million.
Operating expenses increased by $284,000 to $4.8 million, partly due to higher SGNA expenses and stock-based compensation.
The company reported a net loss of $144,000 for the fiscal 2025 fourth quarter, although this was an improvement from the previous year's loss.
Persistent regional geopolitical tensions continue to cause delays in export shipments, affecting the company's logistics.
The dissolution of the joint venture with Brianna indicates challenges in achieving progress and growth through this partnership.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JRSH.OQ - Jerash Holdings (US) Inc
Q4 2025 Jerash Holdings (US) Inc Earnings Call
Jun 23, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone. Welcome to Gash Holdings fiscal 2025, 4th quarter and full year financial results. At this time, all participants are in a listen-only mode, and the floor will be open for questions following the presentation. If anyone should require operator assistance during this conference, please press 0 on your phone keypad. Please note this conference is being recorded. I will now turn the conference over to your host Roger Ponddell Investor relations. Roger, the floor is yours.

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Unidentified_2 [2]
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Jenny, thank you so much. Good

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