Yash Highvoltage produces high-voltage bushings for power transformers, critical for grid infrastructure and renewable energy integration. Growth accelerates via a ₹90-100 cr greenfield plant to double capacity to 15,000 bushings, adding ₹550-700 cr revenue by FY29, with trial production by Feb-Mar 2026 and commercial output in H2 FY27. Localisation of imported RIP cores (FY28 margin expansion) and 30-40% higher export pricing (from 4-5% to 'significant' share) will drive margins. A ₹300+ cr order book covering 1.5-2 years, plus 50% stake in Sukrut Electric (FY26 integration) and US/UK partnerships, underpin 35% CAGR guidance through 2030. Key execution risks include timely plant commissioning and Sukrut integration, though management has consistently met capex and margin targets.
companyname: Yash Highvoltage Limited ticker: 544310 sector: Transformer Bushings / Power Transmission Components Yash Highvoltage Limited manufactures high-voltage and high-current transformer bushings, the critical components that connect a transformer's internal windings to the external power grid. Founded in 2002 and headquartered in Vadodara, Gujarat, the company produces Oil-Impregnated Paper (OIP), Resin-Impregnated Paper (RIP), and Resin-Impregnated Synthetic (RIS) condenser bushings, a...
Read the full report →capex, margin expansion, geographic expansion, order book surge, acquisition inorganic
35% revenue CAGR over next 5 years; new greenfield plant to add ₹550-700 crores revenue by FY29
consistent
Get valuation models, detailed research reports, thematic primers, one-pagers, risk analysis, growth triggers, bear case, capex tracker, walk the talk, and more for Yash Highvoltage Ltd and 4,900+ companies.
5-day free pass. No card required.