Yasho Industries Limited has fixed Thursday, July 30, 2026, as the record date for determining eligibility for the final dividend of ₹0.50 per equity share for FY 2025-26. The dividend, recommended by the Board of Directors at its meeting held on May 18, 2026, is subject to shareholder approval at the 40th Annual General Meeting (AGM) scheduled for August 06, 2026. Once approved, the payout will be made within 30 days from the date of declaration. The dividend will be taxable in the hands of members, and Tax Deducted at Source (TDS) will be deducted at applicable rates under the Income Tax Act.

AGM Details

The 40th Annual General Meeting will be held via Video Conferencing / Other Audio-Visual Means. Key details are summarised below:

The AGM agenda includes adoption of audited financial statements for FY 2025-26, declaration of final dividend, re-appointment of Mr. Yayesh Jhaveri as Director retiring by rotation, ratification of Cost Auditor remuneration, re-appointment of Independent Directors Mr. Ullal Ravindra Bhat and Mr. Anurag Surana for second terms, and revision in remuneration of Managing Director & CEO Mr. Parag Jhaveri and Whole Time Director Mr. Yayesh Jhaveri.

Financial Performance: FY 2025-26

Yasho Industries delivered one of its strongest performances in FY 2025-26, driven by higher capacity utilisation, volume growth of 33%, an optimised product mix, and disciplined cost management. The following table summarises the key consolidated financial highlights:

The Industrial Chemicals segment remained the primary revenue driver, contributing 87% of total revenue, while Consumer Chemicals accounted for 13%. Exports continued to be a key growth driver, contributing 62% of total revenues despite pricing pressures and tariff restrictions in key export markets, particularly the US.

Standalone vs Consolidated Financial Summary

The following table presents a comparison of standalone and consolidated financial performance for FY 2025-26:

Key Financial Ratios

The company's financial discipline is reflected in improved key ratios for FY 2025-26, as presented below:

The company also prepaid Term Liabilities worth ₹23.30 Crore during the year, enhancing its financial flexibility.

Multi-Year Financial Track Record

The table below captures key consolidated financial metrics over five years:

Strategic Developments

A defining milestone in FY 2025-26 was the signing of a 15-year long-term supply agreement with a leading global multinational company for lubricant additives. The customer-funded project carries an estimated outlay of approximately ₹85 Crore to ₹90 Crore and is expected to generate annual revenue of around ₹150 Crore upon commencement of commercial supplies. As of FY 2025-26, the company had received customer advances of ₹51.40 Crore. Commercial operations are expected to commence in FY 2027-28, with the requisite plant to be established at the Pakhajan facility within 12 to 18 months.

The company invested ₹75.20 Crore in total capex during FY 2025-26. Key capital expenditure details are as follows:

The new R&D laboratory at the Pakhajan facility was inaugurated on October 29, 2025, and is now fully operational, supported by a team of over 50 researchers. The company targets a revenue of approximately ₹1,500 Crore by FY 2027-28, supported by higher capacity utilisation, new product introductions, and the commencement of the long-term strategic supply agreement.

R&D Expenditure

Yasho Industries continued to invest in research and development during FY 2025-26. The R&D expenditure details are as follows:

Foreign Exchange Earnings and Outgo

The company's foreign exchange earnings and outgo for FY 2025-26 are summarised below:

Corporate Overview

Yasho Industries Limited, established in 1985 by Mr. Vinod Jhaveri, is among India's prominent specialty and performance chemicals manufacturers. The company operates across Consumer and Industrial divisions, offering a diversified portfolio of more than 140 products developed entirely in-house, serving 2,000+ customers across 50+ countries. As of March 31, 2026, the company had 829 total employees, including 50+ R&D experts, and operated 4 manufacturing units across Vapi and Pakhajan, Gujarat. Promoters held 67.91% of the equity as on March 31, 2026. The company has two wholly-owned overseas subsidiaries — Yasho Industries Europe B.V. (Netherlands) and Yasho Inc. (USA) — to deepen customer engagement in key international markets.

Yasho Industries Limited filed its Business Responsibility and Sustainability Report for the financial year ended March 31, 2026. The company reported that exports contributed 62% of its total turnover for the year. The filing provides a comprehensive overview of the company's environmental, social, and governance (ESG) performance and its adherence to the National Guidelines on Responsible Business Conduct (NGRBC).

The company operates four manufacturing plants and one office nationally, alongside two international offices. It serves over 2000 customers across 21 states in India and more than 50 countries internationally. The product portfolio includes Food Antioxidants, Aroma Chemicals, Rubber Chemicals, Lubricant Additives, and Specialty Chemicals.

Operational and Financial Metrics

The report highlights the company's commitment to sustainable water management. One of its four manufacturing units currently operates as a Zero Liquid Discharge (ZLD) facility, with active efforts to achieve ZLD status for all facilities. The company recycles 11.6% of its water for domestic purposes. Energy consumption data indicates a total energy intake of 268,349.09 GJ for FY 2025-26, with energy intensity per rupee of turnover recorded at 0.00003.

Workforce and Governance

Yasho Industries employed a total of 1,092 individuals, comprising 393 employees and 699 workers. The workforce includes four differently abled employees and two differently abled workers. The Board of Directors comprises seven members, with one female director representing 14% of the board. The company reported nil fines, penalties, or legal actions against its directors or key managerial personnel during the year.

Environmental Performance

The company disclosed significant waste management figures, with total waste generated standing at 877.09 metric tonnes. Of this, 148.31 metric tonnes were recovered through recycling, while 702.23 metric tonnes were disposed of via methods such as incineration and landfilling. The company confirmed compliance with all applicable environmental laws, including the Water Act, Air Act, and Environment Protection Act.

Mr. Parag Vinod Jhaveri, Managing Director, is responsible for the implementation and oversight of the Business Responsibility policies under the guidance of the Board of Directors.