| Management target | Revenue 18.0% |
|---|
| Revenue growth | Q2 +3.2%, H1 +1.0% YoY |
|---|---|
| Margins | H1 gross margin 48.3% (+79 bps); EBITDA margin 12.5% (-85 bps) |
| Demand visibility | Q2 growth returned; FY26 paint demand subdued |
| Management confidence | Upbeat: 'revenue growth is back' |
Growth
Q2 revenue +3.2% YoY; H1 +1.0%. Q2 EBITDA -12.9%, margin 11.6% (-216 bps); Q2 PAT -21.4%.
Outlook
Medium-term: 18% revenue CAGR over 3 years, +200–250 bps EBITDA margin. ₹100 Cr capex, ₹30 Cr deployed; H2 margin recovery is the priority.
Risks
Higher energy and freight costs compressed Q2 margins. Mineral policy and mining approval delays remain ongoing risks.
Last quarter's promises, checked
Partly delivered
- Guided ₹1,000 Cr FY27 revenue if H1 improves → H1 ₹483 Cr, +1.0% YoY; H2 pending (= PARTIAL)
- Guided ₹100 Cr capex, most projects by FY30 → ₹30 Cr deployed; no timeline update (= PARTIAL)
Missed
- Guided ~18% revenue CAGR over 3 yrs → H1 FY27 revenue +1.0% YoY, Q2 +3.2% (= MISS)
- Guided +200 bps EBITDA margin expansion (medium-term) → H1 margin 12.5%, -85 bps YoY; Q2 11.6%, -216 bps (= MISS)
Investor Presentation filed with NSE, NSE: 20MICRONS. Summary written with AI assistance from the document.
20 Microns Ltd: key numbers
- Share price
- ₹160.39
- Market cap
- ₹566.0 Cr
- Revenue (annual)
- ₹953.8 Cr
- Net profit (annual)
- ₹66.83 Cr
- P/E (TTM)
- 8.8×Sector 16.7×
- 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 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
20 Microns Investor Presentation: Key Takeaways
20 Microns reported resilient Q1 FY27 results with consolidated revenue of ₹2,447.2 Mn and PAT of ₹177.4 Mn (up 5.2% YoY). The company expanded EBITDA margins to 13.2% through product mix and cost discipline.
- Call
- Guides 18% growth