Earning presentation for quarter and year ended March 31, 2026 (FY 2025-26)

20 Microns reported Q4 FY26 consolidated revenue of ₹2,610.6 million, up 14.8% YoY and 21.5% QoQ, with PAT growing 15.6% YoY to ₹175.9 million. EBITDA margin contracted to 12.2% (down 57 bps YoY) due to a challenging operating environment including subdued paint industry demand, extended monsoon impact, and geopolitical headwinds. For the full year FY26, consolidated revenues stood at ₹9,538.3 million (up 4.5% YoY) with PAT at ₹1,230.9 million (up 6.7% YoY), and stable EBITDA margins of 12.9%. The company announced a ₹100 crore CAPEX programme over 24 months focused on capacity expansion, debottlenecking, mining, R&D, and AI-enabled process improvements. Management set explicit multi-year targets including 18% revenue CAGR over 3 years, 200-250 bps EBITDA margin expansion, and ROCE improvement to 18-20%.