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Earnings Call

20 Microns Earnings Call: Key Takeaways

20 Microns reported FY26 revenue of ₹953cr with PAT at ₹67cr, transitioning from industrial minerals to a specialty material and functional additive platform.

Why this was an Alfa AlertNot a filter event. Guidance for 18% CAGR is forward-looking and does not constitute a material beat of prior guidance.
Highlights
Revenue growth14.8% YoY for Q4 FY26; 21.5% sequential growth.
MarginsEBITDA margins stable at 12.9% for FY26; targeting 200-250 bps expansion.
Demand visibilityVolatile near-term; recovery seen since Jan 2026 in various industries.
Management confidenceHigh, cited resilience through COVID and focus on high-value R&D products.

Growth

FY26 revenue grew to ₹953cr; EBITDA increased to ₹123cr. 5-year CAGR: Revenue ~12%, PAT ~14%.

Outlook

Guided 18% revenue CAGR and 200 bps margin expansion over 3 years; ₹100cr capex planned by FY30.

Risks

Geopolitical uncertainties, volatile fuel/gas costs, and subdued demand in the paint sector due to prolonged monsoons.

Source

Earnings Call filed with BSE, 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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