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US tariff impact on Americas revenue
View Risks →Yasho Industries Limited — Q3 FY26
Yasho Industries reported Q3 FY26 revenue of ₹201.83 crore, up 35% YoY, with EBITDA margin of 16.65%.
bullish
medium
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Yasho Industries reported Q3 FY26 revenue of ₹201.83 crore, up 35% YoY, with EBITDA margin of 16.65%. Growth was driven by volume traction, improved product mix, and operational efficiencies despite pricing volatility. The company is executing a strategic manufacturing project funded by an MNC (₹85-90 crore capex, fully customer-funded) and commissioning two new lines by Q1 FY27. Management targets ₹1,500 crore revenue by FY28 at 40% utilization of the Pakajan facility, implying a 4:1 revenue-to-capex ratio. Risks include potential US tariff impacts on ~22% Americas revenue and competitive pressure from Chinese capacity expansion.
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9M Revenue
₹583.76 Cr
+19% YoY
Revenue for the nine-month period ended December 2025.
9M EBITDA Margin
17.06%
Flat YoY
EBITDA margin for the nine-month period, reflecting cost control.
Pakajan Utilization
40-45%
Down from >50% in Q2
Capacity utilization at the Pakajan facility, below optimal due to tariff headwinds.
Customer Advance Received
₹19.9 Cr
New
Advance received from MNC for the strategic manufacturing project.
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Guidance and risk preview
Management expects to achieve ₹1,500 crore revenue by FY28 at 40% utilization of Pakajan facility, supported by new lines and LSA.
~22% of Q3 revenue came from Americas; tariffs on certain products could reduce sales and margins.
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