Yasho Industries Q2 FY27 Profit Rises to ₹30.65 Crore

Q2 FY27 profit shows a sharp year-on-year increase

Yasho Industries reported standalone net profit of ₹30.65 crore for the quarter ended September 2026, compared with ₹2.87 crore in the corresponding quarter of the previous year. The results mark a substantial year-on-year increase in profitability for the Mumbai-based specialty chemicals manufacturer. Standalone revenue from operations rose to ₹33.64 crore from ₹17.62 crore a year earlier. The company’s disclosures indicate that export sales were the main contributor to the revenue increase. The board approved the unaudited Q2 and H1 FY27 financial results at its meeting on October 28, 2026. Statutory auditors Gokhale & Sathe LLP issued limited review reports for the results. The company continues to report Chemicals as its single reportable segment. Geographical disclosures point to international markets as an important part of the reported recovery.

Export sales led the revenue increase

Standalone export sales more than doubled to ₹23.96 crore in Q2 FY27 from ₹11.12 crore in Q2 FY26. This represented the larger share of the company’s reported standalone revenue from operations during the quarter. Domestic sales were ₹9.68 crore, adding to the overall growth in revenue. The article data does not provide the comparable domestic-sales figure for Q2 FY26. As a result, the scale of the domestic year-on-year increase cannot be calculated from the disclosed figures. Still, the reported sales mix shows that overseas business accounted for much of the quarterly performance. The increase in export sales coincided with the sharp rise in standalone net profit. The company has not provided a detailed product-wise or country-wise sales breakup in the supplied disclosures.

Consolidated results were also higher

On a consolidated basis, Yasho Industries reported net profit of ₹33.68 crore in Q2 FY27, against ₹4.86 crore in the year-ago quarter. Consolidated revenue was ₹34.77 crore for the quarter. Total consolidated income stood at ₹34.79 crore. The gap between standalone and consolidated profit reflects the contribution reported from the group’s overseas subsidiaries. The company attributed the consolidated performance to the same export-led momentum seen in the standalone business. No separate subsidiary-level revenue or profit figures were included in the available information. The financial statements were approved as unaudited results, subject to the auditors’ limited review. Investors will have an opportunity to hear management’s discussion of the numbers during the scheduled conference call.

Key Q2 FY27 figures

Board approves unaudited financial statements

The board meeting on October 28 approved the standalone and consolidated unaudited results for Q2 and H1 FY27. The approval also covered the limited review reports issued by Gokhale & Sathe LLP. Such reviews are part of the periodic reporting process for listed companies. The announcement identifies the Chemicals business as Yasho Industries’ sole reportable segment. This means the available segment reporting does not split operations into separate business lines. However, the geographical data makes clear that international sales had a meaningful role in the quarter. The supplied information does not state dividend decisions, changes in capital structure, or other board actions alongside the financial results. It also does not provide detailed expense, margin, or cash-flow data for Q2 FY27.

Investor call set for October 29

Yasho Industries has scheduled an investor conference call for October 29, 2026, at 4:00 PM IST. The call will cover Q2 and H1 FY27 results. Managing Director Parag Jhaveri and Chief Financial Officer Chirag Shah are scheduled to participate. Shareholders and analysts can use the session to hear management discuss the quarterly financial performance and outlook. The company had intimated the investor call under Regulation 30 of the SEBI Listing Obligations and Disclosure Requirements Regulations. The intimation was dated October 22, 2026. Access details were provided for investors in the company’s announcement. The call follows the board’s approval of the results on October 28.

Earlier FY27 disclosures provide operating context

In its Q1 FY27 investor presentation, Yasho Industries reported consolidated revenue of ₹307.74 crore, EBITDA of ₹74.42 crore, and an EBITDA margin of 24.18%. The company said the first-quarter performance was supported by 42% year-on-year volume growth. It also stated that capacity utilisation was above 65% and that its working-capital cycle had narrowed to 143 days from 190 days. The company raised its FY27 capital-expenditure plan to ₹250 crore from ₹125 crore. It said the plan would be funded partly by about ₹100 crore of fresh borrowings. Yasho also revised its FY28 revenue target to more than ₹1,600 crore from ₹1,500 crore. These earlier disclosures form part of the broader operating context, while the Q2 announcement highlights export sales and quarterly profit growth.

Lubricant-additive project remains a stated milestone

Yasho Industries has previously disclosed a 15-year supply agreement for lubricant additives with an MNC customer. In its Q1 FY27 presentation, the company said it had received ₹98.12 crore under the arrangement to date. Trial production was expected in Q4 FY27, while commercialisation was expected in Q1 FY28. These are company-stated timelines and remain subject to execution. The Q2 FY27 results announcement provided in the source material does not state any update on the project’s progress. It also does not link the Q2 export-sales increase to this contract. Investors may look for management commentary on the October 29 call regarding project timelines, capital expenditure, and export demand. Until then, the confirmed Q2 disclosure remains focused on the reported financial results.

What the results mean for investors

The Q2 FY27 numbers show a marked increase in reported profit and revenue compared with the year-ago period. Export sales were the clearest identified driver, rising by ₹12.84 crore year on year. Standalone revenue increased by ₹16.02 crore over the same comparison period. Consolidated net profit was ₹3.03 crore higher than standalone net profit, indicating an additional contribution at the group level. The data supplied does not include the share-price reaction, valuation metrics, or management guidance following the results. It therefore does not establish how the market assessed the announcement. The October 29 investor call is the next disclosed event for management commentary on Q2 and H1 FY27. Investors will also await any subsequent filings that provide further operating and financial detail.