Yasho Industries Ltd (NSE:YASHO)

Q2 2026 Yasho Industries Ltd Earnings Call Transcript

Nov 7, 2025 / 10:30 AM GMT

Release Date Price: ₹1587.7 (-2.67%)

Transcript

Key Points

Positve

Yasho Industries Ltd (BOM:541167) achieved an 11.8% year-on-year revenue growth for the half-year, supported by a strong 30% volume growth.
The company signed a 15-year long-term supply agreement with a global MNC for lubricant additives, expected to contribute approximately INR150 crore in annual revenue from FY27.
Successfully commissioned a new R&D laboratory with an investment of INR20 crore, positioning the company for innovation-led growth.
The company demonstrated operational excellence by safeguarding profitability and progressing on its strategic growth roadmap despite external challenges.
Yasho Industries Ltd (BOM:541167) is expanding capacity with plans to start part of the production by January or February 2026.

Negative

The company faced challenges due to tariff pressures and slow demand across several key markets, impacting revenue sequentially.
The Phaan facility operated below optimal capacity due to trade restrictions in key export markets.
Working capital and gross debt levels saw a temporary increase due to inventory buildup triggered by tariff-related export delays.
The company revised its revenue target for the year to INR800-850 crore, down from the initial guidance of INR900-1,000 crore, due to tariff issues.
Intense competition from China is affecting certain product segments, putting pressure on pricing and margins.

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

YASO.NS - Yasho Industries Ltd
Q2 2026 Yasho Industries Ltd Earnings Call
Nov 07, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q2 FY26 earnings conference call for Yahu Industries Limited, hosted by MUFG. As a reminder, all participants' lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Nikon.

Thank you and over to you.

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Unidentified_2 [2]
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