Yasho Industries LimitedQuarter ended 30.09.2026 Results & Financial Update
Yasho Industries Limited: Quarter ended 30.09.2026 consolidated results and company financials – revenue ₹347.68 Cr, PAT ₹33.68 Cr. Explore reported YoY/QoQ movements, margins, business drivers and management commentary. This page does not provide a rating, target price or investment recommendation.
Quarter at a glanceReported figures and period changes.Changes compare like-for-like reported periods where available.
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Quarterly Results AnalysisExplore Yasho Industries Quarter ended 30.09.2026 quarterly results and earnings: revenue, profit (PAT), EBITDA, margins, YoY and QoQ growth, order book or business updates where reported, financial performance and management commentary. Reported figures and Nivata calculations are shown separately; no buy, sell or hold recommendation is provided.
Quarter overview
Quarterly earnings analysis
Yasho Industries delivered a substantial expansion in its consolidated financial performance for the quarter ended September 30, 2026, marked by robust top-line growth and a multi-fold surge in net profitability compared to the same period last year.
Consolidated revenue from operations reached INR 347.68 crore, advancing significantly over the INR 183.30 crore recorded in the corresponding quarter of the previous fiscal year and improving sequentially from INR 307.74 crore in the June 2026 quarter.
Total consolidated income for the quarter stood at INR 347.92 crore, reflecting strong commercial traction across both domestic and international markets.
Profit before tax (PBT) expanded markedly to INR 45.27 crore from INR 6.01 crore in the year-ago period, though registering a modest sequential contraction against INR 48.97 crore in the preceding quarter.
Consolidated profit after tax (PAT) for the quarter surged to INR 33.68 crore compared to INR 4.86 crore in Q2 FY26, yielding basic and diluted earnings per share of INR 27.93.
The cost structure reflected higher operational scale, with consumption of raw materials rising to INR 238.74 crore and changes in inventories of finished goods and work-in-progress showing a positive inventory build of INR 32.76 crore.
Finance costs remained steady at INR 13.07 crore, while depreciation and amortization expenses stood at INR 14.58 crore for the quarter.
01 · Business model
What does Yasho Industries do?
Yasho Industries Limited operates in the specialty chemicals sector, manufacturing a diverse range of products that supply various industrial end-markets.
The company maintains a strong export orientation alongside its domestic sales footprint, serving international customers across multiple global geographies.
The business model relies on continuous manufacturing capacity expansion, specialized chemical synthesis, and working-capital-intensive inventory management to support growing demand.
02 · Historical context
What shaped the business before this quarter
Previously, the company operated on a more limited manufacturing scale before executing successive expansions into domestic and international specialty chemical markets.
03 · Financial snapshot
Current quarter vs the two useful baselines
| Metric | Quarter ended 30.09.2026 | Year-ago | Previous quarter |
|---|---|---|---|
| Revenue from operations | ₹347.68 Cr | ₹183.30 Cr | ₹307.74 Cr |
| Total income | ₹347.92 Cr | ₹183.60 Cr | ₹309.06 Cr |
| Profit before tax | ₹45.27 Cr | ₹6.01 Cr | ₹48.97 Cr |
| Profit after tax | ₹33.68 Cr | ₹4.86 Cr | ₹36.05 Cr |
| EPS | ₹27.93 | ₹4.03 | ₹29.90 |
Financial interpretation
What the reported numbers mean
Profit after tax represented 9.7% of reported quarterly operating revenue. This is a calculated net-profit-to-sales ratio, not a company-reported operating margin. It measures the outcome after expenses and tax; it does not, by itself, establish how margins changed versus another period.
Profit before tax was equivalent to 13.0% of quarterly operating revenue. The distinction between pre-tax and post-tax profit matters when interpreting earnings; neither ratio identifies an underlying cost driver without a properly matched comparative period.
Total income exceeded operating revenue by ₹0.24 crore. This is the disclosed difference between the two lines, not incremental sales. The distinction matters when assessing how much of the quarter’s reported income came from the operating top line.
Ratios above are calculated from the reported quarterly figures. They are analytical descriptions, not company-reported margin guidance or an investment recommendation.
04 · Why it moved
Why the quarter looked the way it did
What drove revenue
Consolidated revenue from operations expanded to INR 347.68 crore, supported by robust demand across both domestic and overseas channels.
Standalone export sales reached INR 239.55 crore out of total revenue of INR 336.37 crore, highlighting the heavy export orientation of the business.
What drove margins
Cost of materials consumed scaled to INR 238.74 crore, reflecting increased production volumes during the quarter.
Changes in inventories of finished goods and work-in-progress resulted in a negative adjustment (inventory accumulation) of INR 32.76 crore on a consolidated basis.
05 · Segments, products & geography
Which parts of the business are doing the work
Segments and products
The company operates within a single identifiable reportable segment, namely Chemicals, under Ind AS 108.
Geography and market mix
Standalone sales outside India registered INR 239.55 crore for the quarter ended September 30, 2026, compared to INR 111.15 crore in the corresponding period of the previous year.
Standalone domestic sales stood at INR 96.82 crore for the quarter, up from INR 65.03 crore a year ago.
06 · Capacity, projects & execution
What is being built, commissioned or delivered
Projects, capex and execution
Standalone capital work-in-progress increased significantly to INR 131.05 crore as of September 30, 2026, compared to INR 10.04 crore as of March 31, 2026, indicating ongoing capacity additions.
07 · Reported developments
What changed operationally
Consolidated profit after tax escalated significantly to INR 33.68 crore for the quarter, reflecting strong operational recovery compared to the previous year.
08 · Cash flow & balance sheet
Profit is one thing. Cash and funding tell another part of the story.
Net cash generated from operating activities for the half year ended September 30, 2026, stood at INR 96.96 crore on a consolidated basis.
Net cash used in investing activities for the half year was INR 138.52 crore, driven largely by capital expenditure and acquisition of property, plant, and equipment.
Capital allocation & funding
Consolidated non-current borrowings stood at INR 286.34 crore, while current borrowings were recorded at INR 329.16 crore as of September 30, 2026.
09 · Beyond the numbers
What changed beyond the numbers
Reported update
Statutory Auditor Review
Statutory auditors M/s. Gokhale & Sathe LLP issued an unmodified review conclusion on both standalone and consolidated financial results for the quarter.
10 · Previous-quarter changes
What changed since the previous quarter
Consolidated revenue rose from INR 307.74 crore in Q1 FY27 to INR 347.68 crore in Q2 FY27.
11 · Key Q&A
The quarter, answered directly
What does Yasho Industries do?
Yasho Industries Limited operates in the specialty chemicals sector, manufacturing a diverse range of products that supply various industrial end-markets.
What is the clearest takeaway from Quarter ended 30.09.2026?
Yasho Industries delivered a substantial expansion in its consolidated financial performance for the quarter ended September 30, 2026, marked by robust top-line growth and a multi-fold surge in net profitability compared to the same period last year.
What drove revenue or demand?
Consolidated revenue from operations expanded to INR 347.68 crore, supported by robust demand across both domestic and overseas channels.
What mattered most for margins or profitability?
Cost of materials consumed scaled to INR 238.74 crore, reflecting increased production volumes during the quarter.
What changed operationally beyond the headline numbers?
Standalone capital work-in-progress increased significantly to INR 131.05 crore as of September 30, 2026, compared to INR 10.04 crore as of March 31, 2026, indicating ongoing capacity additions.
What should the next disclosure help confirm?
Progress on the conversion of INR 131.05 crore in capital work-in-progress into operational fixed assets.
12 · Scenario calculator
Earnings sensitivity: what if growth and margins change?
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Example: enter 10 for 10% revenue growth. Enter -100 for a 1 percentage-point margin decline.
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The calculator holds the selected margin basis constant except for the basis-point adjustment you enter. It does not estimate tax, finance cost, dilution, working capital, valuation or share price.
13 · Next filing checkpoints
What the next disclosure can confirm or change
- 01
Capital Work-in-Progress Commissioning: Progress on the conversion of INR 131.05 crore in capital work-in-progress into operational fixed assets.
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