New Risk • Jul 31
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 16% per year over the past 5 years. Ankündigung • Jul 24
Yasho Industries Limited to Report Q1, 2027 Results on Jul 31, 2026 Yasho Industries Limited announced that they will report Q1, 2027 results on Jul 31, 2026 Upcoming Dividend • Jul 23
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 30 July 2026. Payment date: 05 September 2026. Payout ratio is a comfortable 2.4% and this is well supported by cash flows. The company last paid an ordinary dividend in May 2021. The average dividend yield among industry peers is 0.8%. Reported Earnings • Jul 17
Full year 2026 earnings released: EPS: ₹20.95 (vs ₹5.32 in FY 2025) Full year 2026 results: EPS: ₹20.95 (up from ₹5.32 in FY 2025). Revenue: ₹8.30b (up 23% from FY 2025). Net income: ₹252.6m (up 314% from FY 2025). Profit margin: 3.0% (up from 0.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Ankündigung • Jul 13
Yasho Industries Limited, Annual General Meeting, Aug 06, 2026 Yasho Industries Limited, Annual General Meeting, Aug 06, 2026, at 16:00 Indian Standard Time. New Risk • May 25
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Earnings have declined by 16% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change). Reported Earnings • May 19
Full year 2026 earnings released: EPS: ₹20.95 (vs ₹5.32 in FY 2025) Full year 2026 results: EPS: ₹20.95 (up from ₹5.32 in FY 2025). Revenue: ₹8.31b (up 24% from FY 2025). Net income: ₹252.6m (up 314% from FY 2025). Profit margin: 3.0% (up from 0.9% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Ankündigung • May 11
Yasho Industries Limited to Report Q4, 2026 Results on May 18, 2026 Yasho Industries Limited announced that they will report Q4, 2026 results on May 18, 2026 New Risk • Mar 23
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Share price has been highly volatile over the past 3 months (9.2% average weekly change). Earnings have declined by 11% per year over the past 5 years. Reported Earnings • Feb 15
Third quarter 2026 earnings released: EPS: ₹3.73 (vs ₹0.72 loss in 3Q 2025) Third quarter 2026 results: EPS: ₹3.73 (up from ₹0.72 loss in 3Q 2025). Revenue: ₹2.02b (up 36% from 3Q 2025). Net income: ₹45.0m (up ₹53.2m from 3Q 2025). Profit margin: 2.2% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Ankündigung • Feb 05
Yasho Industries Limited to Report Q3, 2026 Results on Feb 12, 2026 Yasho Industries Limited announced that they will report Q3, 2026 results on Feb 12, 2026 New Risk • Jan 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Earnings have declined by 4.6% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (1.8% net profit margin). Reported Earnings • Nov 07
Second quarter 2026 earnings released: EPS: ₹4.03 (vs ₹3.82 in 2Q 2025) Second quarter 2026 results: EPS: ₹4.03 (up from ₹3.82 in 2Q 2025). Revenue: ₹1.84b (up 12% from 2Q 2025). Net income: ₹48.6m (up 11% from 2Q 2025). Profit margin: 2.6% (down from 2.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Ankündigung • Oct 31
Yasho Industries Limited to Report Q2, 2026 Results on Nov 06, 2025 Yasho Industries Limited announced that they will report Q2, 2026 results on Nov 06, 2025 Ankündigung • Sep 11
Yasho Industries Limited Approves to Declare a Final Dividend for the Financial Year Ended March 31, 2025 At the 39th Annual General Meeting of the Members of the Yasho Industries Limited held on September 9, 2025, the company approved to declare a final dividend of INR 0.50 per Equity share of INR 10 each for the financial year ended March 31, 2025. Upcoming Dividend • Aug 26
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 02 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 9.4% but the company is not cash flow positive. The company last paid an ordinary dividend in May 2021. The average dividend yield among industry peers is 0.7%. Ankündigung • Aug 21
Yasho Industries Limited Provides Revenue Guidance for the Year Fiscal Year 2026 Yasho Industries Limited provided revenue guidance for the year Fiscal Year 2026. Based on this improved utilization and increased production capacity, the company anticipates a revenue growth of 4050% in FY26. This expansion significantly enhances scale, strengthens our competitive positioning, and equips to
meet growing global demand with a more diversified product mix. Ankündigung • Aug 14
Yasho Industries Limited, Annual General Meeting, Sep 09, 2025 Yasho Industries Limited, Annual General Meeting, Sep 09, 2025, at 15:30 Indian Standard Time. Reported Earnings • Jul 31
First quarter 2026 earnings released: EPS: ₹3.02 (vs ₹2.16 loss in 1Q 2025) First quarter 2026 results: EPS: ₹3.02 (up from ₹2.16 loss in 1Q 2025). Revenue: ₹1.99b (up 15% from 1Q 2025). Net income: ₹36.4m (up ₹61.0m from 1Q 2025). Profit margin: 1.8% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Ankündigung • Jul 23
Yasho Industries Limited to Report Q1, 2026 Results on Jul 30, 2025 Yasho Industries Limited announced that they will report Q1, 2026 results on Jul 30, 2025 Reported Earnings • May 04
Full year 2025 earnings released: EPS: ₹5.32 (vs ₹50.83 in FY 2024) Full year 2025 results: EPS: ₹5.32 (down from ₹50.83 in FY 2024). Revenue: ₹6.77b (up 14% from FY 2024). Net income: ₹61.1m (down 90% from FY 2024). Profit margin: 0.9% (down from 9.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Ankündigung • Apr 25
Yasho Industries Limited to Report Q4, 2025 Results on May 02, 2025 Yasho Industries Limited announced that they will report Q4, 2025 results on May 02, 2025 Ankündigung • Feb 17
Yasho Industries Limited Announces CFO Changes The board of directors Yasho Industries Limited at its meeting held February 17, 2025 have approved Resignation of Mr. Deepak Kaku as the Chief Financial Officer with effect from February 17, 2025. Mr. Deepak Kaku has decided to move on to pursue opportunities outside the Company and Appointment of Mr. Chirag Shah as the Chief Financial Officer with the effect from February 18, 2025. Mr. Chirag Shah has over 21 years of diversified experience in steering Corporate Financial Planning, Analysis and Transformation with deep knowledge in finance processes. He also has a rich experience in handling varied and challenging assignments in ERP implementation, Initial Public Offer (IPO), International BU Controller, Transformation and Change Management, Internal Controls and Risk Assessment, Financial Planning and Analysis, Fund raising and Treasury, Strategic Decision, Project Evaluation, Corporate Taxation, MIS, Budgeting & Forecasting. Mr. Chirag Shah is a Chartered Accountant, a B.com graduate from Mumbai University and has certifications in Oracle Cash Management, Mergers and Acquisition and Power BI and Artificial Intelligence in Excel. Reported Earnings • Feb 12
Third quarter 2025 earnings released: ₹0.72 loss per share (vs ₹12.00 profit in 3Q 2024) Third quarter 2025 results: ₹0.72 loss per share (down from ₹12.00 profit in 3Q 2024). Revenue: ₹1.49b (up 15% from 3Q 2024). Net loss: ₹8.20m (down 106% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹2,259, the stock trades at a trailing P/E ratio of 77.1x. Average trailing P/E is 28x in the Chemicals industry in India. Total returns to shareholders of 14% over the past three years. Ankündigung • Feb 04
Yasho Industries Limited to Report Q3, 2025 Results on Feb 11, 2025 Yasho Industries Limited announced that they will report Q3, 2025 results on Feb 11, 2025 New Risk • Feb 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). High level of non-cash earnings (27% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (5.2% net profit margin). Valuation Update With 7 Day Price Move • Dec 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹2,087, the stock trades at a trailing P/E ratio of 71.2x. Average trailing P/E is 33x in the Chemicals industry in India. Total returns to shareholders of 88% over the past three years. Reported Earnings • Nov 14
Second quarter 2025 earnings released: EPS: ₹3.82 (vs ₹10.23 in 2Q 2024) Second quarter 2025 results: EPS: ₹3.82 (down from ₹10.23 in 2Q 2024). Revenue: ₹1.67b (up 19% from 2Q 2024). Net income: ₹43.6m (down 63% from 2Q 2024). Profit margin: 2.6% (down from 8.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Ankündigung • Nov 07
Yasho Industries Limited to Report Q2, 2025 Results on Nov 13, 2024 Yasho Industries Limited announced that they will report Q2, 2025 results on Nov 13, 2024 Board Change • Nov 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Executive Independent Director Sudha Navandar was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Aug 09
Non-Executive Independent Director recently bought ₹17m worth of stock On the 5th of August, Anurag Surana bought around 10k shares on-market at roughly ₹1,747 per share. This transaction increased Anurag's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹71m more in shares than they have sold in the last 12 months. Ankündigung • Aug 05
Yasho Industries Limited Approves Final Dividend for the Financial Year Ended March 31, 2024 Yasho Industries Limited at its AGM held on August 2, 2024, approved to declare a final dividend of INR 0.50 per Equity Share for the financial year ended March 31, 2024. Ankündigung • Jul 24
Yasho Industries Limited to Report Q1, 2025 Results on Aug 01, 2024 Yasho Industries Limited announced that they will report Q1, 2025 results on Aug 01, 2024 Upcoming Dividend • Jul 19
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 26 July 2024. Payment date: 01 September 2024. Payout ratio is a comfortable 1.0% but the company is not cash flow positive. The company last paid an ordinary dividend in May 2021. The average dividend yield among industry peers is 0.7%. Reported Earnings • Jul 12
Full year 2024 earnings released: EPS: ₹50.83 (vs ₹59.54 in FY 2023) Full year 2024 results: EPS: ₹50.83 (down from ₹59.54 in FY 2023). Revenue: ₹5.94b (down 12% from FY 2023). Net income: ₹579.4m (down 15% from FY 2023). Profit margin: 9.8% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jul 11
Yasho Industries Limited, Annual General Meeting, Aug 02, 2024 Yasho Industries Limited, Annual General Meeting, Aug 02, 2024, at 15:00 Indian Standard Time. New Risk • May 14
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). High level of non-cash earnings (44% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.5% average weekly change). Significant insider selling over the past 3 months (₹124m sold). Reported Earnings • May 14
Full year 2024 earnings released: EPS: ₹50.83 (vs ₹59.54 in FY 2023) Full year 2024 results: EPS: ₹50.83 (down from ₹59.54 in FY 2023). Revenue: ₹6.01b (down 11% from FY 2023). Net income: ₹579.4m (down 15% from FY 2023). Profit margin: 9.6% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 07
Yasho Industries Limited to Report Q4, 2024 Results on May 13, 2024 Yasho Industries Limited announced that they will report Q4, 2024 results on May 13, 2024 New Risk • Apr 02
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (178% net debt to equity). Share price has been volatile over the past 3 months (8.6% average weekly change). Significant insider selling over the past 3 months (₹124m sold). New Risk • Mar 29
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹124m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (178% net debt to equity). Significant insider selling over the past 3 months (₹124m sold). Recent Insider Transactions • Mar 13
CEO, MD & Director recently sold ₹124m worth of stock On the 6th of March, Parag Jhaveri sold around 67k shares on-market at roughly ₹1,862 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Parag's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Feb 28
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₹2,128, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 807% over the past three years. Reported Earnings • Feb 07
Third quarter 2024 earnings released: EPS: ₹12.00 (vs ₹9.18 in 3Q 2023) Third quarter 2024 results: EPS: ₹12.00 (up from ₹9.18 in 3Q 2023). Revenue: ₹1.33b (down 10% from 3Q 2023). Net income: ₹135.4m (up 29% from 3Q 2023). Profit margin: 10% (up from 7.0% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Feb 06
Yasho Industries Limited Appoints Rupali Verma, as the Company Secretary & Compliance Officer Yasho Industries Limited appointed Ms. Rupali Verma, as the Company Secretary & Compliance Officer of the Company w.ef. the opening of business hours on February 19, 2024. Ms. Rupali Verma is a Member of ICSI(Membership No. A42923) and having a degree of B. Com. She has 8 years of work experience in Secretarial field. Ankündigung • Jan 30
Yasho Industries Limited to Report Q3, 2024 Results on Feb 06, 2024 Yasho Industries Limited announced that they will report Q3, 2024 results on Feb 06, 2024 Recent Insider Transactions • Dec 29
Executive Chairman recently bought ₹36m worth of stock On the 26th of December, Vinod Jhaveri bought around 22k shares on-market at roughly ₹1,614 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Vinod's only on-market trade for the last 12 months. Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: ₹10.23 (vs ₹19.60 in 2Q 2023) Second quarter 2024 results: EPS: ₹10.23 (down from ₹19.60 in 2Q 2023). Revenue: ₹1.43b (down 26% from 2Q 2023). Net income: ₹116.6m (down 48% from 2Q 2023). Profit margin: 8.1% (down from 12% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 122% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Oct 22
Yasho Industries Limited Announces Resignation of Komal Bhagat as Company Secretary and Compliance Officer Yasho Industries Limited announced that Ms. Komal Bhagat has tendered her resignation from the position of Company Secretary and Compliance Officer of Yasho Industries Limited vide letter dated August 03, 2023 effective from the close of business hours on October 21, 2023. Further, the Company has received confirmation from Ms. Komal Bhagat that there are no other material reasons for her resignation other than those which are provided in the resignation. Ankündigung • Oct 21
Yasho Industries Limited to Report Q2, 2024 Results on Oct 31, 2023 Yasho Industries Limited announced that they will report Q2, 2024 results on Oct 31, 2023 Recent Insider Transactions • Aug 11
Non-Executive Independent Director recently bought ₹17m worth of stock On the 8th of August, Anurag Surana bought around 10k shares on-market at roughly ₹1,731 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹25m more in shares than they have sold in the last 12 months. Ankündigung • Aug 04
Yasho Industries Limited Approves Resignation of Komal Bhagat as Company Secretary and Compliance Officer, effective 21 October 2023 Yasho Industries Limited announced that at its board meeting held on August 3, 2023, approved Ms. Komal Bhagat, company secretary and compliance officer of the company has conveyed her decision to resign as the company secretary and compliance officer of the company, due to personal reasons. Ms. Komal Bhagat will continue to discharge her duties as the Company Secretary and Compliance officer of the Company, until the close of business hours on 21 October 2023 to facilitate smooth transition. Reported Earnings • Aug 04
First quarter 2024 earnings released: EPS: ₹12.97 (vs ₹17.00 in 1Q 2023) First quarter 2024 results: EPS: ₹12.97 (down from ₹17.00 in 1Q 2023). Revenue: ₹1.52b (down 14% from 1Q 2023). Net income: ₹147.9m (down 24% from 1Q 2023). Profit margin: 9.8% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 140% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jul 25
Yasho Industries Limited to Report Q1, 2024 Results on Aug 03, 2023 Yasho Industries Limited announced that they will report Q1, 2024 results on Aug 03, 2023 Ankündigung • Jul 15
Yasho Industries Limited Approve Final Dividend for the Financial Year Ended March 31, 2023 Yasho Industries Limited at its AGM held on July 13, 2023 approved final dividend of INR 0.50 per Equity share for the financial year ended March 31, 2023. Upcoming Dividend • Jun 29
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 06 July 2023. Payment date: 12 August 2023. Payout ratio is a comfortable 0.8% but the company is not cash flow positive. The company last paid an ordinary dividend in May 2021. The average dividend yield among industry peers is 0.9%. Reported Earnings • Jun 24
Full year 2023 earnings released: EPS: ₹59.54 (vs ₹47.25 in FY 2022) Full year 2023 results: EPS: ₹59.54 (up from ₹47.25 in FY 2022). Revenue: ₹6.72b (up 9.6% from FY 2022). Net income: ₹678.7m (up 30% from FY 2022). Profit margin: 10% (up from 8.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 139% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jun 22
Yasho Industries Limited Proposes Final Dividend for the Financial Year Ended March 31, 2023, Payable After July 13, 2023 Yasho Industries Limited proposed final dividend of INR 0.50 per equity share for the financial year ended March 31, 2023 at its Annual General Meeting to be held on July 13, 2023. If the final dividend, as recommended by the Board of Directors, is approved at the AGM, payment of such dividend subject to deduction of tax at source will be made after July 13, 2023 as under: to all members of the Company holding shares either in physical form or in electronic form as of the cut-off date of July 06, 2023. Ankündigung • Jun 15
Yasho Industries Limited, Annual General Meeting, Jul 13, 2023 Yasho Industries Limited, Annual General Meeting, Jul 13, 2023, at 16:30 Indian Standard Time. Recent Insider Transactions • May 13
Insider recently bought ₹7.2m worth of stock On the 9th of May, Radhika Surana bought around 5k shares on-market at roughly ₹1,600 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Ankündigung • May 04
Yasho Industries Limited Appoints Deepak L. Kaku as Chief Financial Officer Yasho Industries Limited informed that the Board of Directors of the Company at their Meeting held on May 02, 2023 have approved the appointment of Mr. Deepak L. Kaku as Chief Financial Officer of the Company with effect from May 03, 2023. Mr. Deepak L. Kaku is a Finance Professional, with experience of over 23 years in diverse industries such as Financial Services, Realty, Education /Publication Manufacturing and Supply Chain, etc. He was previously associated with Navneet Education (Navneet Group) as Group Chief Financial Officer. In the past, he has been associated with ANZ Capital, Samira Habitat, Intelenet Global Services, and Stream Global Services. He has a rich experience in the Finance and Strategy domain. A resolute professional with extensive techno-commercial experience in Corporate Finance, Strategy & Business Planning, Mergers & Acquisitions, Investor Relations, Accounting, Management Reporting, and managing profit center operations with Senior Management accountability. His last assignment was with National Bulk Handling Corp. (A True North Investee Co). Mr. Deepak L. Kaku is a Qualified Chartered Accountant. He is also a proud recipient of `The Financial Express CFO Award' and is an alumnus of the Institute of Chartered Accounts of India and Jai Hind College - Mumbai. Reported Earnings • May 03
Full year 2023 earnings released: EPS: ₹59.54 (vs ₹47.25 in FY 2022) Full year 2023 results: EPS: ₹59.54 (up from ₹47.25 in FY 2022). Revenue: ₹6.83b (up 11% from FY 2022). Net income: ₹678.7m (up 30% from FY 2022). Profit margin: 9.9% (up from 8.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 131% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 08
Third quarter 2023 earnings released: EPS: ₹9.18 (vs ₹13.10 in 3Q 2022) Third quarter 2023 results: EPS: ₹9.18 (down from ₹13.10 in 3Q 2022). Revenue: ₹1.53b (down 6.8% from 3Q 2022). Net income: ₹104.7m (down 28% from 3Q 2022). Profit margin: 6.9% (down from 8.8% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 115% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Nov 05
Second quarter 2023 earnings released: EPS: ₹19.60 (vs ₹12.44 in 2Q 2022) Second quarter 2023 results: EPS: ₹19.60 (up from ₹12.44 in 2Q 2022). Revenue: ₹1.95b (up 45% from 2Q 2022). Net income: ₹223.5m (up 65% from 2Q 2022). Profit margin: 12% (up from 10% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has increased by 138% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Oct 28
Yasho Industries Limited to Report Q2, 2023 Results on Nov 04, 2022 Yasho Industries Limited announced that they will report Q2, 2023 results at 3:30 PM, Indian Standard Time on Nov 04, 2022 Reported Earnings • Aug 04
First quarter 2023 earnings released: EPS: ₹17.00 (vs ₹10.01 in 1Q 2022) First quarter 2023 results: EPS: ₹17.00 (up from ₹10.01 in 1Q 2022). Revenue: ₹1.81b (up 37% from 1Q 2022). Net income: ₹193.7m (up 78% from 1Q 2022). Profit margin: 11% (up from 8.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 133% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jul 26
Yasho Industries Limited to Report Q1, 2023 Results on Aug 03, 2022 Yasho Industries Limited announced that they will report Q1, 2023 results on Aug 03, 2022 Valuation Update With 7 Day Price Move • Jul 12
Investor sentiment improved over the past week After last week's 19% share price gain to ₹1,601, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 1,079% over the past three years. Upcoming Dividend • Jun 27
Upcoming dividend of ₹0.50 per share Eligible shareholders must have bought the stock before 04 July 2022. Payment date: 10 August 2022. Payout ratio is a comfortable 1.1% but the company is not cash flow positive. The company last paid an ordinary dividend in May 2021. The average dividend yield among industry peers is 0.8%. Reported Earnings • Jun 23
Full year 2022 earnings released: EPS: ₹47.25 (vs ₹19.71 in FY 2021) Full year 2022 results: EPS: ₹47.25 (up from ₹19.71 in FY 2021). Revenue: ₹6.13b (up 71% from FY 2021). Net income: ₹522.9m (up 143% from FY 2021). Profit margin: 8.5% (up from 6.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 116% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 07
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹1,536, the stock trades at a trailing P/E ratio of 33.5x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 1,039% over the past three years. Reported Earnings • May 01
Full year 2022 earnings released: EPS: ₹47.25 (vs ₹19.71 in FY 2021) Full year 2022 results: EPS: ₹47.25 (up from ₹19.71 in FY 2021). Revenue: ₹6.23b (up 73% from FY 2021). Net income: ₹522.9m (up 143% from FY 2021). Profit margin: 8.4% (up from 6.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 137% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Apr 24
Yasho Industries Limited to Report Fiscal Year 2022 Results on Apr 30, 2022 Yasho Industries Limited announced that they will report fiscal year 2022 results on Apr 30, 2022 Ankündigung • Mar 10
Yasho Industries Limited Announce Resignation of Mila Prashant Desai from the Position of Non-Executive Independent Director Yasho Industries Limited announced that Mila Prashant Desai resigned from the position of Non-Executive Independent Director of the Company with effect from close of business hours on March 8, 2022, due to her pre- occupation in other activities. Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment improved over the past week After last week's 19% share price gain to ₹2,055, the stock trades at a trailing P/E ratio of 48.7x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 1,559% over the past three years. Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment improved over the past week After last week's 17% share price gain to ₹1,313, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 935% over the past three years. Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment improved over the past week After last week's 23% share price gain to ₹1,267, the stock trades at a trailing P/E ratio of 34.6x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 1,053% over the past three years. Valuation Update With 7 Day Price Move • Nov 22
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹1,092, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 912% over the past three years. Reported Earnings • Nov 12
Second quarter 2022 earnings released: EPS ₹12.44 (vs ₹2.88 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹1.37b (up 57% from 2Q 2021). Net income: ₹135.6m (up 330% from 2Q 2021). Profit margin: 9.9% (up from 3.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 128% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 01
Investor sentiment improved over the past week After last week's 19% share price gain to ₹906, the stock trades at a trailing P/E ratio of 33.4x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 748% over the past three years. Executive Departure • Sep 17
Non-Executive Independent Director Ashok Malaviya has left the company On the 14th of September, Ashok Malaviya's tenure as Non-Executive Independent Director ended after 3.6 years in the role. We don't have any record of a personal shareholding under Ashok's name. Ashok is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 4.25 years. Board Change • Sep 17
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Non-Executive Independent Director Prakash Bhate was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 24% share price gain to ₹765, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 596% over the past three years. Valuation Update With 7 Day Price Move • Aug 12
Investor sentiment improved over the past week After last week's 23% share price gain to ₹645, the stock trades at a trailing P/E ratio of 23.8x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 487% over the past three years. Reported Earnings • Jun 30
Full year 2021 earnings released: EPS ₹19.71 (vs ₹11.05 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹3.59b (up 21% from FY 2020). Net income: ₹214.8m (up 78% from FY 2020). Profit margin: 6.0% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 15
Full year 2021 earnings released: EPS ₹19.77 (vs ₹11.00 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹3.70b (up 24% from FY 2020). Net income: ₹214.8m (up 79% from FY 2020). Profit margin: 5.8% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 13
Yasho Industries Limited Recommends Dividend for the Financial Year 2020-2021 The Board of Directors of Yasho Industries Limited has recommended the dividend of INR 0.50 per share for the financial year 2020-2021 and the same shall be payable subject To Approve the shareholders at the upcoming AGM of the company. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment improved over the past week After last week's 20% share price gain to ₹359, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 17x in the Chemicals industry in India. Total returns to shareholders of 236% over the past three years. Valuation Update With 7 Day Price Move • Mar 26
Investor sentiment improved over the past week After last week's 19% share price gain to ₹287, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 16x in the Chemicals industry in India. Total returns to shareholders of 150% over the past year. Is New 90 Day High Low • Mar 08
New 90-day high: ₹255 The company is up 54% from its price of ₹165 on 08 December 2020. The Indian market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period. Reported Earnings • Feb 10
Third quarter 2021 earnings released: EPS ₹8.68 (vs ₹4.25 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹975.0m (up 33% from 3Q 2020). Net income: ₹94.6m (up 104% from 3Q 2020). Profit margin: 9.7% (up from 6.3% in 3Q 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Feb 08
Investor sentiment improved over the past week After last week's 18% share price gain to ₹225, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 16.1x. This compares to an average P/E of 18x in the Chemicals industry in India. Total returns to shareholders over the past year are 60%. 
