Stock Snapshot
Price Performance
Recommendation Rationale
Favorable growth outlook supported by strategic investments and operational efficiency improvements.
Basis of our Recommendation
YASHO is positioned for growth with strong FY26 performance driven by strategic investments in R&D and new manufacturing lines. A significant customer-funded project is set to enhance revenue, while operational efficiency improvements aim to boost EBITDA margins. The company plans substantial capex for FY27, reflecting confidence in cash flow generation and long-term growth potential.
Why We Like This Stock
- Strong growth in FY26 despite external challenges
- Significant investments in R&D and new manufacturing lines
- Long-term customer-funded project expected to drive revenue growth
Things To Watch Out For
- Geopolitical tensions impacting operational environment
- Raw material cost pressures
Key Parameters
Financial Snapshot
| Actuals | Forecast | ||||
|---|---|---|---|---|---|
| FY24 | FY25 | FY26 | FY27 | FY28 | |
| Revenue (Cr.) | 594 | 668 | 830 | 979 | 1,115 |
| Profit Before Tax (Cr.) | 77 | 9 | 34 | 40 | 46 |
| PBT Margin | 13.0% | 1.3% | 4.1% | 4.1% | 4.1% |
| Net Profit (Cr.) | 58 | 9 | 34 | 30 | 34 |
| EPS | 47.9 | 7.5 | 28.1 | 24.8 | 28.2 |
Company Overview
Show Company Profile
Yasho Industries Limited manufactures and supplies specialty chemicals, food antioxidants, aroma chemicals, rubber chemicals, and lubricant additives in the United States, Europe, Asia, and the Middle East. The company provides fatty esters and natural essential/aroma oils for flavors and fragrances, personal care, cosmetics and toiletries, agro chemicals, dentifrices and oral care, edible oil, confectioneries and food stuff, animal feed, vitamin premix, and nutraceutical applications. It also offers tyres and automotive components which includes hoses, seals, and conveyor belts. In addition, the company offers food antioxidant chemicals, including tertiary-butyl hydroquinone, butylated hydroxy anisole, butylated hydroxy toluene, and ascorbyl palmitate; rubber chemicals comprising accelerators, antioxidants, co-agents, and specialty products; pre-dispersed rubber chemicals, such as sulfur and metal oxides, dithiocarbamate, thiuram and sulfur donors, guanidines/sulphenamides/thioureas, thiazoles, crosslinking agents, peroxide co-agents, and dithiophosphates; and lubricant additives, including aminic and phenolic antioxidants, molybdenum based friction modifiers/antiwear agents, dithiocarbamates, thiadiazoles corrosion inhibitor and extreme pressure additives, and triazole metal deactivators. Further, it provides specialty chemicals for electroplating chemicals, intermediates for API/bulk drugs, UPR resins/fiber composites resins, thermoplastics urethanes, and printing inks and agrochemicals industries. Yasho Industries Limited was incorporated in 1985 and is headquartered in Mumbai, India.