US tariff impact on Americas revenue
~22% of Q3 revenue came from Americas; tariffs on certain products could reduce sales and margins.
YASHO / Q3-FY26 / risks
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Yasho Industries · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Chinese competitor capacity expansion
A Chinese competitor is expanding capacity, which could lead to pricing disruption in the lubricant additives market.
Pakajan facility under-utilization
Utilization dropped to 40-45% in Q3 from >50% in Q2, impacting fixed cost absorption and margins.
Debt levels remain elevated
Gross debt of ~₹560 crore (₹500 crore bank loans) with no concrete plan to reduce absolute debt, only debt-to-EBITDA.