Jasch is adding 33% more PU fabric capacity and has almost finished paying for it
The nano-cap is spending ₹1.41 crore to lift capacity to 40 lakh metres, with most of the money already out the door.
— 1 earlier story on Jasch Industries Ltd. →What's new
- Board approved a 10 lakh metres per annum capacity increase for PU coated fabrics.
- Total installed capacity rises to 40 lakh metres. The ₹141 lakh investment is nearly fully incurred.
- Expansion completes in one to two months, funded internally.
Why this matters
The company was running at about 80% utilization and is now adding capacity to chase demand. For a ₹118 crore market cap company, spending ₹141 lakh on a 33% capacity jump is a bet on near-term revenue. The quick completion timeline means it should contribute in the current quarter.
What we're watching
- Whether the new capacity is absorbed as quickly as management expects.
- Revenue and margin impact in the next two quarterly results.
- Demand trends for PU coated fabrics beyond the current growth spurt.
The full read
Jasch Industries is adding 10 lakh metres per annum of PU coated fabric capacity, a 33% increase on its existing base. The ₹1.41 crore investment is nearly fully spent. Completion is expected within two months. For a ₹118 crore market cap company, this is a tangible bet. The company was already running at 80% capacity utilization, and the expansion is aimed at meeting demand its current setup cannot handle. The quick timeline and internal funding mean the new capacity should hit the top line soon. Jasch sees demand it can't currently fulfill and is moving to capture it.
Questions answered
- How much is Jasch expanding, and how big is the company?
- Jasch is adding 10 lakh metres per annum of PU coated fabric capacity, bringing its total to 40 lakh metres. The company is a nano-cap with a market capitalization of ₹118 crore.
- How much is the expansion costing?
- The expansion costs ₹141 lakh, which is ₹1.41 crore. The rationale notes this exceeds the 1% market cap materiality threshold for nano caps, and nearly all of it has already been incurred.
- Why is the company expanding now?
- Prior to this expansion, existing capacity utilization stood at about 80%. The board is adding capacity to meet rising demand, following a period of strong revenue and profit growth.
- When will the new capacity be online?
- The expansion is expected to be completed within two months. Nearly all of the ₹141 lakh investment has already been spent, which minimizes execution risk.
Story so far
All notes on JASCHIND →- 26 May 2026 · 3:04 PM IST Jasch is adding 33% more PU fabric capacity and has almost finished paying for it
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