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Earnings Call

20 Microns Earnings Call: Key Takeaways

20 Microns reported Q4 FY26 revenue of ₹2,610.6Mn (up 14.8% YoY) and PAT of ₹175.9Mn (up 15.6% YoY). Strategy focuses on shifting towards high-value specialty minerals and capacity expansion.

Why this was an Alfa AlertNot a filter event. Performance and guidance are stable; 18% CAGR target is below the >50% threshold for filter events.
Highlights
Revenue growth14.8% YoY for Q4FY26; 4.5% for full year FY26.
MarginsEBITDA margins stable at 12.9%; targeting 200-250 bps expansion.
Demand visibilityMixed; paint sector subdued but rubber/plastics showing strong traction.
Management confidenceHigh; citing transformational journey and scaling towards ₹1,000cr revenue milestone.

Growth

FY26 revenue grew 4.5% to ₹9,538.3Mn; PAT grew 6.7% to ₹666.7Mn. Q4 saw a sharp recovery with 21.5% QoQ revenue growth.

Outlook

Guided 18% revenue CAGR over 3 years; ₹100cr CAPEX for capacity expansion; targeting 20%+ market share in high-value products by FY2030.

Risks

Subdued paint industry demand, prolonged monsoon impacts, and West Asia geopolitical uncertainties affecting logistics and costs.

Source

Earnings Call filed with BSE, NSE: 20MICRONS. Summary written with AI assistance from the document.

Read the document ↗

20 Microns Ltd: key numbers

Share price
₹217.58
Market cap
₹767.8 Cr
Revenue (annual)
₹953.8 Cr
Net profit (annual)
₹66.83 Cr
P/E (TTM)
11.3×Sector 19.0×
Promoter holding
45.04%+0.00% QoQ
FII holding
0.41%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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