ALFA Finder| Management target | Revenue 18.0% 3 years |
|---|
| Margins | EBITDA margin expanded 40 bps YoY to 13.2%. |
|---|---|
| Demand visibility | Subdued demand noted in certain segments due to global uncertainties. |
| Management confidence | High regarding operational stability and expansion. |
Growth
Revenue fell 1% YoY to ₹2,447.2 Mn, but PAT grew 5.2% YoY to ₹177.4 Mn. EBITDA rose 2.1% YoY.
Outlook
₹100 Cr CAPEX plan for capacity expansion; targets 18% revenue CAGR over 3 years and 20%+ market share by FY2030.
Risks
Geopolitical disruptions causing higher energy, logistics, and commodity costs; subdued demand in certain application segments.
Last quarter's promises, checked
Delivered
- Guided 12.9% EBITDA margin → delivered 13.2% (= BEAT)
- Guided focus on specialty/high-value mix → delivered 40 bps margin expansion (= BEAT)
- Guided operational stability despite macro headwinds → delivered 5.2% PAT growth (= BEAT)
Partly delivered
- Guided ₹100 Cr CAPEX for growth → delivered ongoing execution but timeline extended to FY30 (= PARTIAL)
Missed
- Guided 14.8% YoY revenue growth momentum → delivered -1% YoY revenue (= MISS)
Investor Presentation filed with NSE, NSE: 20MICRONS. Summary written with AI assistance from the document.
20 Microns Ltd: key numbers
- Share price
- ₹190.15
- Market cap
- ₹671.0 Cr
- Revenue (annual)
- ₹953.8 Cr
- Net profit (annual)
- ₹66.83 Cr
- P/E (TTM)
- 10.5×Sector 17.1×
- Promoter holding
- 45.04%+0.00% QoQ
- FII holding
- 1.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from 20 Microns Ltd
All →20 Microns Credit Rating
CRISIL reaffirmed 20 Microns' bank loan ratings at A/Stable and A1 on ₹117 crore facilities. Ratings remain unchanged from prior assessment.
20 Microns Investor Presentation: Key Takeaways
H1 FY27 revenue ₹4,829 Mn (+1.0% YoY); Q2 revenue returned to growth at +3.2%. H1 EBITDA ₹601 Mn at 12.5% margin; H1 PAT ₹314 Mn (-8.3%).
- Call
- Guides 18% growth
20 Microns Q2 FY27 Results: Net Profit ₹13.6 Cr, Down 21.8% YoY
20 Microns Ltd reported revenue from operations of ₹238.2 Cr (+3.2% YoY) and net profit of ₹13.6 Cr (-21.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹13.6 Cr · -21.8% YoY
20 Microns Board Meeting Date
20 Microns Ltd announced its Board meeting is scheduled for 28 October 2026 to consider Q1 FY27 financial results. No material decisions are reported in this advance intimation.
20 Microns Other Announcement
20 Microns Limited filed the Regulation 74(5) compliance certificate for the quarter ended September 30, 2026, confirming the dematerialization of securities.
20 Microns Merger & Restructuring Worth ₹1.5 Cr
20 Microns Ltd has acquired a 99.99% partnership interest in M/s Shree Shrest Minerals for ₹1.50 Crore. This acquisition secures mining rights for Quartz and Feldspar.
- Value
- ₹1.50 Cr