20 Microns Limited (20MICRONS) Earnings Call Transcripts

20 Microns Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, 20 Microns Limited reported a revenue of INR 254.5 crores, reflecting a 14.8% year-over-year growth, driven by recovery in demand from the paint and polymer sectors. The company achieved a PAT of INR 18.5 crores, up 15.6% YoY, supported by lower finance costs and operational efficiencies. Management maintained a positive outlook, projecting an 18% CAGR in revenue over the next three years, with EBITDA margins expected to expand by 200-250 basis points, despite ongoing geopolitical uncertainties.

Reported metrics

Guidance from management

Management projects an 18% CAGR in revenue and an expansion of EBITDA margins by 200-250 basis points over the next three years, contingent on stable economic conditions.

What management said

I'll take on this question. Mr. Amit, welcome. So largely for our domestic plans, the CapEx would be in form of the internal accruals, whereas for Malaysian entity, we are planning to have a ratio around 70% to 30%, that is 30% debt.

Yes. So hello, everybody. Thank you for joining in. Basically, since January of 2026, we saw an upward trend in terms of the demand coming back in a variety of industries that we are catering to. And post that in February also, we saw a stable uptrend in terms of the demand. And with the war situation, many people try to build up on the capacity so that based upon the raw materials that they were already holding, and...

What analysts pressed on

Analysts expressed concerns regarding the company's ability to navigate geopolitical uncertainties and the potential impact on future growth. There were questions about the funding structure for the CapEx and the expected timelines for new product contributions.

Main topics on the call

• Revenue Growth Acceleration — The company reported a revenue growth of 14.8% YoY, reaching INR 254.5 crores in Q4 FY '26, with a sequential growth of 21.5%. Management noted, "the demand coming back in a variety of industries" as a key driver for thi...
• Profitability Resilience — PAT increased by 15.6% YoY to INR 18.5 crores, benefiting from lower finance costs and operational efficiencies. EBITDA margins remained stable above 12%, indicating pricing discipline amid industry softness.
• Strategic CapEx Plans — The company announced a INR 100 crore CapEx plan aimed at enhancing specialty product capabilities and operational productivity. Management stated this should be viewed as a "strategic growth accelerator rather than capa...
• Future Growth Drivers — Management expects the next growth phase to be driven by specialty materials and export expansions, with a focus on construction chemicals and polymer applications. They believe, "higher specialty contribution will impro...

Read the full 20 Microns Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 6 20 Microns Limited earnings call transcripts on record, spanning October 26, 2023 to May 26, 2026. Based on this history, 20 Microns Limited reports semi-annually. The most recent call on file is dated May 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

20MICRONS

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

6

First call

October 26, 2023

Most recent

May 26, 2026

Reporting cadence

semi-annually