Yasho Industries Ltd. · NSE:YASHO
Yasho Industries — Q3 FY2026 Earnings Presentation
19 slides from Yasho Industries's earnings presentation, Feb 12, 2026
Slide 1: Exchange filing cover letter for Investor Presentation Q3FY26
Date: February 12, 2026 To, To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block, Dalal Street, Fort, Bandra-Kurla Complex, Bandra (East), Mumbai – 400 001. Mumbai – 400 051. Scrip Code: 541167 Symbol: YASHO Dear Sir/ Madam, Sub: I
Slide 2: Investor Presentation Q3 & 9M FY2026
INVESTOR PRESENTATION Q3 & 9M FY2026
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Yasho Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secu
Slide 4: Company Overview
INDUSTRIES COMPANY OVERVIEW
Slide 5: Business Overview
Business Overview Leading specialty and performance chemicals manufacturer Yasho Industries is a pioneer in specialty and fine chemicals manufacturing, incorporated in 1985 by Mr. Vinod Jhaveri. Equipped with a dedicated research and development centre and state-of the-art manufacturing facilities,
Slide 6: Board of Directors
Board of Directors Mr. Vinod Jhaveri Mr. Parag Jhaveri Mr. Yayesh Jhaveri Chairman & Executive Director Managing Director & CEO Whole Time Director Mr. Anurag Surana Mr. U R Bhat Dr. Prakash Bhate Mrs. Sudha Navandar Non-Executive Independent Director Non-Executive Independent Director Non-Executive
Slide 7: Diversified Product Portfolio ready to capture growing demand
Diversified product Portfolio ready to capture growing demand Business Verticals Food Antioxdants Aroma Chemicals Rubber Chemicals Lubricant Additives Specialty chemicals Consumer Division Industrial Division Applications Applications • Flavours and fragrances; personal care products - cosmetics & •
Slide 8: Unlocking Global Opportunities with Our New Facility at Pakhajan
Unlocking Global Opportunities with Our New State-of-the-Art Facility at Pakhajan Technological Compliance and Strategic location Advancements regulatory adherence Optimized logistics and Leveraging cutting- Built-in measures to transportation edge technology for ensure compliance with connectivity
Slide 9: Research & Development
Research & Development Enabling continuous process improvements, in-house testing, and robust quality control while driving new chemistries and a strong Business Rationale pipeline of portfolio-aligned products to strengthen long-term value creation. Location The newly commissioned R&D Centre in Pak
Slide 10: Q3 & 9MFY26 Results Highlights
Q3 & 9MFY26 Results Highlights
Slide 11: Performance Update – Q3 & 9MFY26
Performance Update – Q3 & 9MFY26 Revenue Performance: Revenue: Q3FY26 - ₹201.83 crores & 9MFY26 ₹583.76 crores, reflecting a 10% Q-o-Q growth and 35% growth Y-o-Y; driven by: - Strong quarterly volume growth of 33.0%, - Product mix optimisation, - Strategic geographical expansion to diversify market
Slide 12: Research & Development Centre – Growth Driver
Research & Development Centre – Growth Driver • New Research & Development Centre at Pakhajan spread over 25,000 square feet in now fully functional. • ~50 dedicated scientists and research team continued to advance multiple differentiated chemistry programs remains central to the plan of launching
Slide 13: Strategic Manufacturing Project with Large MNC
Strategic Manufacturing Project with Large MNC • Initiated in October 2025 and is under progress as planned. • Total Project Cost outlay estimated at Rs. 85 ~ Rs. 90 Crores will be fully funded by the Customer. • Advance received of Rs. 19.90 Crores as on date. • Equipment deliveries are expected to
Slide 14: Capability Building
Capability Building Two New Manufacturing Lines • Deployed Rs. 25.9 Crores towards installing two new manufacturing lines for Product categories where we see strong visibility for growth, expanding customer interest, and new opportunity pipelines. • Trial runs are expected to commence in March 2027
Slide 15: Consolidated Income Statement – Q3 & 9MFY26
Consolidated Income Statement – Q3 & 9MFY26 Amt in Lac Particulars Q3 FY26 Q3 FY25 Y-o-Y Q2 FY26 Q-o-Q 9M FY26 9M FY25 Y-o-Y Revenue from Operations 20,183.03 14,929.66 35% 18,329.78 10% 58,376.46 49,082.62 19% Other Income 14.72 32.46 30.25 82.88 123.04 Total Revenue 20,197.76 14,962.12 18,360.03 5
Slide 16: Results Highlights (Q3 & 9MFY26)
Results Highlights (Q3 & 9MFY26) Total Revenue (INR in Lakhs) EBITDA (INR in Lakhs) PAT (INR in Lakhs) 58,459 49,173 9,974 8,326 486 1300 450 20,198 18,360 3,362 3,342 14,956 2,768 107 -81 Q3FY26 Q3FY25 Q2FY26 9MFY26 9MFY25 Q3FY26 Q3FY25 Q2FY26 9MFY26 9MFY25 Q3FY26 Q3FY25 Q2FY26 9MFY26 9MFY25 Gross
Slide 17: Results Highlights (Q3 & 9MFY26) – Revenue Breakup
Results Highlights (Q3 & 9MFY26) (Amt In lacs) Category-wise Revenue Breakup Geography-wise Revenue Breakup Industrial Chemicals Consumer Chemicals International Domestic Q3FY26 85% 15% Q3FY26 61% 39% 79% Q3FY25 66% 34% Q3FY25 21% Category-wise Revenue Breakup Geography-wise Revenue Breakup Industri
Slide 18: Shareholders Information
Shareholders Information Stock Information (as on 12th Feb 2026) (As on 31st December, 2025) Market Capitalization (₹) 1674.13cr Shareholding Pattern (%) 6.99% 1.05% Shares Outstanding 12.0 mn. Free Float 444.47cr 23.94% Symbol BSE / NSE 541167 / YASHO Stock Performance Chart 67.99% Promoters Public
Slide 19: Contact
Mr. Chirag Shah Chief Financial Officer chirag@yashoindustries.com www.yashoindustries.com CIN – L74110MH1985PLC037900 Investor Relations: Mr. Nikunj Seth nikunj.seth@in.mpms.mufg.com +91 9773397958 541167 Ms. Sejal Bhattar YASHO sejal.bhattar@in.mpms.mufg.com +91 7666736666 YASHO:IN Meeting Request