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← CockpitCompetitor Analysis › YASHO.NS Yasho Industries Ltd.Open in the cockpit ↗

Yasho Industries Ltd.YASHO.NSCompetitor analysis, valuation and peers

India · INR·FMCG›Food: Specialty/Candy
Momentum leader 92
Mkt cap
$441M
US dollars, full cap
Free float
14%
of shares outstanding
$/day
$2.52M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+7.7 pp
WACC 13.9%
Hurdle
+16 pp
Req g minus delivered
Next earnings
95 days
9 Feb 2027
Close · INR₹3,448
1D+2.6%
1W+6.9%
1M-20.5%
3M-17.2%
6M+121.7%
YTD+142.6%
1Y+117.7%
ATR %7.3%
Beta0.99
52w lowhigh31.0% off high

What Yasho Industries does

Employees: 1,092

Yasho Industries at a glance

Size Yasho Industries (YASHO.NS) is an India Consumer Staples company (Food: Specialty/Candy) with a market value of $441M, the 894th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹3,448 on 6 Nov 2026.

Performance Over six months the shares gained 121.7%, against -8.5% for the median peer and 0.0% for the India market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 35.3% over the last twelve months (peer median +7.8%); the operating margin is 13.7% (peer median 5.7%).

Valuation It trades at 4.4× enterprise value to sales against a peer median of 1.0× (3rd most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 33% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is +16 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 7.7 points above its cost of capital (13.9% WACC).

Next results Next results expected around 9 Feb 2027 (exchange calendar; dates can move).

Relative performance

10020030011 May 202611 Aug 20266 Nov 2026YASHO.NS 222Peer median 92
Six months, rebased to 100: Yasho Industries against the median of its 20 peers (local-currency closes).

Yasho Industries financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹9.39B₹8.08B₹6.64B₹5.88B₹6.68B
Revenue growth—+22%+13%-12%—
Gross profit₹2.46B₹1.41B₹1.16B₹1.23B₹1.67B
EBITDA₹1.84B₹1.21B₹1.07B₹946M₹1.13B
Net income₹577M₹253M₹61.1M₹579M₹679M
Free cash flown/a₹225M-₹905M-₹2.62B-₹1.32B
Capital expendituren/a₹738M₹128M₹3.37B₹1.54B
Total debtn/a₹5.58B₹5.83B₹5.79B₹3.24B

Quarterly statements and history in the cockpit →

Yasho Industries competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%+100%-20%-10%0%+10%3006738079272300121522080016806038863012202003002772603755000972OFRM0022864526VADILALIND002991YASHO.NS6-month return →1-month return →
Up and to the right = strong over both horizons. Yasho Industries is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%+30%2×4×6×300673807927230012152208001680603886301220002772Q01603755000972OFRM0022862220VADILALIND002991YASHO.NSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yasho Industries is the large dot.

Capital: growth delivered against growth the price implies

0%+25%+50%+75%0%50%30067327230012152208001680603886301220603755000972VADILALINDYASHO.NSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Yasho Industries is the large dot.

Yasho Industries competitors and peer comparison

How Yasho Industries compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Yasho Industries against its 20 peers (data as of 6 Nov 2026)
MeasureYASHO.NSPeer medianRank in peer set
1-month return-20.5%-2.2%4th lowest of 21
6-month return+121.7%-8.5%highest of 21
Distance from 52-week high-31.0%-20.5%8th lowest of 21
Revenue growth (TTM)+35.3%+7.8%2nd highest of 21
Operating margin13.7%5.7%4th highest of 21
EV / Sales4.4×1.0×3rd most expensive of 21
Growth the price implies (Req g, 7 yrs)33.4%1.9%most demanding of 17
Growth delivered (Del g)+17.7%+6.0%3rd highest of 17
Hurdle (Req g minus delivered)+15.8 pp-6.6 ppmost demanding of 17
ROIC minus cost of capital+7.7 pp+0.4 pp4th highest of 21
EV / EBITDA22.6×6.1×most expensive of 12
Net debt / EBITDA2.9×0.0×2nd most indebted of 12

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Yasho Industries YASHO.NSIndia$441M+122%+35%14%4.4×33.4%+17.7%
Petpal Pet Nutrition Technology 300673.SZChina$444M-26%+2%6%2.1×7.5%+1.6%
Shoei Foods 8079.TJapan$435M+1%+8%4%0.6×n/an/a
Gourmet Master 2723.TWTaiwan$431M+19%-11%5%0.8×0.9%-1.7%
Zhengzhou Qianweiyangchu Food 001215.SZChina$451M-34%+13%5%1.3×13.9%+15.0%
Bourbon 2208.TJapan$451M+3%+7%6%0.5×-12.1%+0.3%
Daesang 001680.KSSouth Korea$459M-16%+2%4%0.4×-5.6%+7.2%
Ganso 603886.SSChina$464M+1%+5%6%0.8×-11.0%-1.9%
Kunshan Asia Aroma 301220.SZChina$413M-35%+13%6%2.6×10.8%+12.4%
Nitto Fuji Flour Milling 2003.TJapan$472M+14%0%6%1.0×3.0%+5.2%
Tianshui Zhongxing Bio-Technology 002772.SZChina$410M-54%+12%14%1.9×n/an/a
QAF Q01.SISingapore$408M-10%0%6%0.5×-10.6%+2.4%
Qingdao Richen Food 603755.SSChina$407M-5%+11%17%6.3×20.1%+12.3%
Chalkis Health Industry 000972.SZChina$397M-9%+17%-52%6.9×-6.8%+89.3%
Fujiya 2211.TJapan$393M-1%+6%1%0.6×n/an/a
Once Upon a Farm, PBC OFRMUnited States$389M-43%+43%-6%1.0×n/an/a
Baolingbao Biology 002286.SZChina$500M-15%+9%6%1.2×10.0%+6.0%
Riken Vitamin 4526.TJapan$516M+29%+3%7%0.7×-3.9%+4.4%
Kameda Seika 2220.TJapan$525M-8%+17%6%0.8×0.3%+6.0%
Vadilal Industries VADILALIND.NSIndia$541M+53%+31%16%3.0×17.3%+26.5%
Ganyuan Foods 002991.SZChina$552M-22%0%10%1.4×4.8%+12.4%

Questions

Which companies are Yasho Industries's closest peers?
The cockpit's peer set: Petpal Pet Nutrition Technology (300673.SZ), Shoei Foods (8079.T), Gourmet Master (2723.TW), Zhengzhou Qianweiyangchu Food (001215.SZ), Bourbon (2208.T), Daesang (001680.KS), Ganso (603886.SS), Kunshan Asia Aroma (301220.SZ).
Is Yasho Industries expensive compared with its peers?
On ev / sales it trades at 4.4× against a peer median of 1.0×, 3rd most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 33% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is +16 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Yasho Industries stock performed?
Over six months to 6 Nov 2026 the shares returned +121.7% against -8.5% for the median peer; over one year +117.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.