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Earnings Call

20 Microns Earnings Call: Key Takeaways

20 Microns reported Q4 FY26 revenue of ₹2,610.6 Mn (up 14.8% YoY) and PAT of ₹175.9 Mn (up 15.6% YoY). Strategy shifts toward high-value performance minerals and global expansion.

Highlights
Revenue growthQ4 grew 14.8% YoY; 18% CAGR targeted for next 3 years.
MarginsEBITDA margins stable at 12.9% for FY26; 200-250 bps expansion targeted.
Demand visibilitySubdued paint industry demand noted; rubber segment showing strong traction.
Management confidenceHigh; focusing on doubling revenue through capacity and value-added products.

Growth

FY26 revenue reached ₹9,538.3 Mn (+4.5% YoY); Q4 EBITDA grew 9.6% YoY to ₹317.7 Mn with 12.2% margins.

Outlook

Guided 18% revenue CAGR over 3 years; ₹100 crore CAPEX plan for capacity expansion and Malaysia operations.

Risks

Subdued paint demand, prolonged monsoons impacting offtake, and West Asia geopolitical uncertainties.

Source

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

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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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