20MICRONSNSE20 Microns Limited· MetalsMediumNeutral
Announced Fri, 1 Aug · 18:02 IST

20 Microns Limited has informed the Exchange regarding 'Earning presentation for quarter ended June 30, 2025 of FY26'.

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF

20MICRONS · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

20 Microns Limited reported Q1 FY26 consolidated revenue of ₹2,471.6 Mn, up 8.7% QoQ and 7.2% YoY. EBITDA came in at ₹317.5 Mn with a stable margin of 12.8%, while PAT grew 10.8% QoQ to ₹168.6 Mn (though down 5.8% YoY) and EPS rose to ₹4.7 from ₹4.3. The paints segment remained the largest contributor at 48% of revenue, while plastics (25%) recorded double-digit YoY growth and rubber posted high single-digit growth. Management reaffirmed its 13-15% revenue growth guidance for FY26 and operationalized its Malaysian mining asset for raw material security, but flagged continued margin pressure from elevated global freight costs.

Likely market impact

Positive near-term: strong QoQ recovery in revenue, EBITDA, and PAT with management holding its full-year growth guidance. Mixed signal: YoY PAT decline of 5.8% and rising finance/depreciation costs (both up ~26% YoY) suggest margin headwinds persist despite operational progress and international expansion.