Yasho Industries Gains More Than 2% on Long-term Global Supply Contract

Mumbai, 5 September- The share price of Yasho Industries Limited (NSE: YASHO, BSE: 541167) surged by 2.82% early in trade today. The shift occurred after the company announced a 15-year global supply agreement for a lubricant additive. This movement signifies confidence in the company’s growth, as the stock has recovered from early profit taking on declines and poor performance, considering the return of the broad market, and then opened strong today with a decent gap up.

Stock Performance

As of 10:45, the share price of the company is trading at ₹1,871.70, up ₹7.10 (0.38%) from its previous close of ₹1864.60. The stock opened at ₹1,920.00, reached a high of ₹1,932.30 intraday and a low of ₹1,870.10 so far. This is a recovery from the 52-week low of ₹1,614.00, on April 9, 2025, and remains close to the stock’s February 5, 2025, high of ₹2,343.85. The company’s market cap is currently ₹2,311.59 crore, with a free float cap of ₹596.26 crore, and has a P/E ratio of 175.05.

Key Trigger – 15 Year Global Supply Agreement

The shift occurred after Yasho Industries announced a 15-year global supply agreement with a leading multinational. The Agreement has formula-based pricing to stabilise on-margin price stability and excludes all related-party or promoter interest transactions. The company is to receive advance funding from the customer to build a dedicated facility at its Pakhajan site, operational in 2-3 quarters. Supplies will likely start in Q4 FY27.

The Financial Implications of the Project

The agreement is estimated to bring in around ₹150 crore in annual revenue, beginning in FY27-end. Management anticipates the deal will boost long-term visibility for the business and assist with scaling and growth.

Management Commentary

Commenting on the agreement, Parag Jhaveri, Managing Director & CEO of Yasho Industries, said:

“This agreement marks a significant milestone for our company. It reflects the trust that global customers place in our capabilities, reliability, and quality standards. With this partnership, we are strengthening our growth pipeline and securing long-term business visibility.”

Yasho Industries is a speciality chemicals manufacturer located in Mumbai with more than 30 years in the chemical manufacturing business. The company has four manufacturing sites, located in Vapi and Pakhajan, and has customers in over 50 countries. Exports account for over 65% of this company’s revenues. Yasho Industries has ISO 9001:2015 and FSSC 22000 certificates.

REF: https://nsearchives.nseindia.com/corporate/8291904474_04092025172122_Intimation.pdf

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