Audio-Video Recording of Investors' Earnings Call for the Quarter and Financial Year Ended March 31, 2026
20MICRONS · price
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20 Microns Ltd reported Q4 FY26 consolidated revenue of ₹2,610.6 million, up 14.8% YoY, with PAT growing 15.6% to ₹175.9 million. For the full year FY26, revenue reached ₹9,538.3 million (up 4.5%) and PAT grew 6.7%. Despite challenging market conditions including subdued paint industry demand and geopolitical headwinds, the company delivered resilient performance. Management announced a ₹100 crore CAPEX program over 24 months focused on capacity expansion, debottlenecking, and AI-enabled process improvements. The company targets 18% revenue CAGR over 3 years and 200-250 bps EBITDA margin expansion, with ROCE improvement to 18-20%. Malaysia facility ramp-up and the Sievert SE joint venture for construction chemicals are key growth initiatives.
The Q4 results show solid profitability growth though EBITDA margins compressed to 12.2%. The ₹100 crore CAPEX program signals investment in future growth, and the 3-year margin expansion guidance is positive for long-term shareholders, though near-term margin pressure persists in a challenging operating environment.