20MICRONSNSE20 Microns Limited· MetalsMediumNeutral
Announced Mon, 25 May · 11:10 IST

20 Microns Limited has informed the Exchange regarding 'Earning Presentation For Quarter And Year Ended March 31, 2026 (FY 2025-26)'.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

20MICRONS · price

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AI summary

20 Microns Limited reported Q4 FY26 consolidated revenue of ₹2,610.6 million, up 14.8% year-on-year, with PAT at ₹175.9 million (up 15.6% YOY). EBITDA margin contracted 57 bps YOY to 12.2%, though absolute EBITDA grew 9.6% to ₹317.7 million. Full-year FY26 revenue stood at ₹9,538.3 million (up 4.5%) and PAT at ₹1,230.9 million (up 6.7%), with EBITDA margin stable at 12.9%. Management cited headwinds from subdued paint industry demand and geopolitical uncertainties but credited operational efficiencies and disciplined cost management for resilient performance. The company announced a ₹100 crore CAPEX program over 24 months focused on capacity expansion, debottlenecking, and AI-enabled process improvements, with the Malaysia facility targeting 1.08 lakh MT annual production capacity by mid-FY2028.

Likely market impact

Q4 showed strong revenue momentum but margin pressure persists; the multi-year guidance of 18% revenue CAGR and 200-250 bps EBITDA margin expansion is constructive for long-term investors, though near-term paint sector headwinds remain a watch item.