Yasho Industries Ltd. · NSE:YASHO
Yasho Industries — Q2 FY2026 Earnings Presentation
19 slides from Yasho Industries's earnings presentation, Nov 6, 2025
Slide 1: Covering letter to stock exchanges
Date: November 06, 2025 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 Q2 & H1FY2026
INVESTOR PRESENTATION Q2 & H1FY2026
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
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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 portfolio of over 148 products
Diversified portfolio of over 148 products Consumer Division Applications o Flavours and fragrances; personal care products - cosmetics & toiletries o Agro chemicals & Pharmaceutical products o Oral care preparations o Edible oil, Confectioneries & food stuff, Animal feed, Vitamin premix, Nutraceuti
Slide 8: New State-of-the-Art Facility at Pakhajan
Unlocking Global Opportunities with Our New State-of-the-Art Facility at Pakhajan Strategic location Technological Advancements Leveraging cutting-edge technology for enhanced Optimized logistics and transportation connectivity efficiency and productivity Compliance and regulatory adherence Safety B
Slide 9: Research & Development
Research & Development Research & Development Certifications & Accreditation • As the cornerstone of our business, R&D is led by our promoters with active contribution and guidance • We are working on process improvements and new products which align with our business portfolio • Recently, we have i
Slide 10: Q2 & H1FY26 Results Highlights
Q2 & H1FY26 Results Highlights
Slide 11: Management Commentary on Results – Q2 & H1FY26
Management Commentary on Results – Q2 & H1FY26 Operational Excellence in Challenging Times Q2 & H1FY26 Performance Update Despite a challenging external environment — including ongoing tariff pressures — we continued to maintain operational discipline, protect profitability, and advance strategic in
Slide 12: Recent Updates
Recent Updates Signed a major 15-year long term supply agreement with global MNC for lubricant additives: • The material will be supplied from Yasho Industries Pakhajan facility over a 15-year period • The company plans to set up the required plant at the facility within the next 12 to 18 months, wi
Slide 13: Results Highlights (Q2 & H1FY26)
Results Highlights (Q2 & H1FY26) Total Revenue EBITDA PAT INR Lakhs 6,612 900 850 800 5,558 700 38,262 600 486 34,244 436 3,342 3,270 500 3,176 364 400 18,360 19,902 16,748 300 190 200 100 - Q2 FY 26 Q2 FY 25 Q1 FY 26 H1 FY 26 H1 FY 25 Q2 FY 26 Q2 FY 25 Q1 FY 26 H1 FY 26 H1 FY 25 Q2 FY 26 Q2 FY 25 Q
Slide 14: Results Highlights: Category and Geography Revenue Breakup
Results Highlights (Q2 & H1FY26) (Amt In lacs) Category-wise Revenue Breakup Geography-wise Revenue Breakup Industrial Chemicals Consumer Chemicals International Domestic Q2FY26 86 % 14% Q2FY26 63 % 37% 82% Q2FY25 66% 34% Q2FY25 18% Category-wise Revenue Breakup Geography-wise Revenue Breakup Indust
Slide 15: Consolidated Income Statement – Q2 FY26
Consolidated Income Statement – Q2 FY26 Amt in Lac Particulars Q2 FY26 Q2 FY25 Y-o-Y Q1 FY26 Q-o-Q H1 FY26 H1 FY25 Y-o-Y Revenue from Operations 18,329.78 16,707.13 10% 19,863.65 -8% 38,193.43 34,152.95 12% Other Income 30.25 41.13 37.91 68.16 90.58 Total Revenue 18,360.03 16,748.26 19,901.56 38,261
Slide 16: Consolidated Balance Sheet
Consolidated Balance Sheet As at As at As at As at Asset in lacs EQUITY AND LIABILITIES in lacs 30 Sep 2025 31 March 2025 30 Sep 2025 31 March 2025 Property, Plant and Equipment 57,983.82 58,960.81 Equity Share capital 1,205.71 1,205.71 Capital Work in Progress 3,469.64 145.12 Other Equity 41,547.47
Slide 17: Cash flows
Cash flows Cash Flow Statement (Rs. lacs.) Sep’25 Sep’24 Cash Flow from Operating Activities Profit before Tax 1175.44 285.54 Adjustment for Non-Operating Items 5279.29 5220.20 Operating Profit before Working Capital Changes 6454.73 5505.74 Changes in Working Capital -213.97 -7303.15 Cash Generated
Slide 18: Shareholders Information
Shareholders Information Stock Information (as on 06th Nov 2025) (As on date) Market Capitalization (₹) 1949.33 cr Shareholding Pattern (%) 6.90% 0.96% Shares Outstanding 12.0 mn. Free Float 517.53 cr 24.15% Symbol BSE / NSE 541167 / YASHO Stock Performance Chart 67.99% Promoters Public FII DII 17
Slide 19: Contact and Investor Relations
Mr. Chirag Shah Chief Financial Officer chirag@yashoindustries.com chirag@yashoindustries.com www.yashoindustries.com www.yashoindustries.com CIN – L74110MH1985PLC037900 Investor Relations: Mr. Nikunj Seth nikunj.seth@in.mpms.mufg.com nikunj.seth@in.mpms.mufg.com +91 9773397958 541167 Ms. Sejal Bhat