20 Microns Limited has informed the Exchange about Presentation and Link of Recording
20MICRONS · price
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20 Microns Limited reported Q4 FY26 consolidated revenue of ₹2,610.6 million, up 14.8% year-on-year, with PAT of ₹175.9 million growing 15.6% YoY. Full year FY26 revenue stood at ₹9,538.3 million (up 4.5%) with PAT growth of 6.7%. EBITDA margin for Q4 was 12.2%, slightly down from 12.9% in Q3, reflecting margin pressure from industry headwinds including subdued paint demand, monsoon impact, and geopolitical uncertainties. The company announced a ₹100 crore CAPEX plan over 24 months targeting 18% revenue CAGR over the next 3 years and 200–250 basis points of EBITDA margin expansion, with ROCE improvement to 18–20%. Key growth levers include Malaysia capacity expansion to 1.08 lakh MT, a Sievert JV for construction chemicals, and increasing share of high-value specialty products. Net Debt/Equity improved to 0.1x, demonstrating strong financial discipline.
The Q4 results show resilient revenue growth despite challenging industry conditions, with PAT growth outpacing revenue growth in Q4, signaling operational efficiency. The ₹100 crore multi-year CAPEX program and multi-year targets (18% CAGR, margin expansion of 200-250 bps) signal a credible growth roadmap, which could be positive for investor sentiment if execution delivers.