US tariff impact on Americas revenue
~22% of Q3 revenue came from Americas; tariffs on certain products could reduce sales and margins.
high · analyst_questionYasho 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
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Chinese competitor capacity expansion
A Chinese competitor is expanding capacity, which could lead to pricing disruption in the lubricant additives market.
medium · analyst_questionPakajan facility under-utilization
Utilization dropped to 40-45% in Q3 from >50% in Q2, impacting fixed cost absorption and margins.
medium · data_observationDebt levels remain elevated
Gross debt of ~₹560 crore (₹500 crore bank loans) with no concrete plan to reduce absolute debt, only debt-to-EBITDA.
medium · analyst_question