Q2 2026 20 Microns Ltd Earnings Call Transcript

Nov 11, 2025 / 10:30 AM GMT

Release Date Price: ₹197.85 (-2.92%)

Transcript

Key Points

Positve

20 Microns Ltd (BOM:533022) reported an EBITDA growth to INR318 million, showing a 3.4% improvement year on year.
The company's EBITDA margins expanded to 13.8%, a 100 basis point improvement over the same quarter last year.
Operating expenses were tightly controlled, declining 7.7% sequentially and 5% year on year, demonstrating effective cost management.
The company maintained a healthy financial profile with stable financial costs and disciplined working capital.
20 Microns Ltd (BOM:533022) is optimistic about the second half of the financial year, expecting a more constructive environment with improving activity levels.

Negative

Revenue from operations dropped by 3.9% year on year and 6.6% sequentially, impacted by macro factors affecting the paint industry.
The paint industry, which contributes 48% of the company's revenue, experienced a temporary slowdown due to external factors.
Despite the growth in EBITDA, the company faced challenges in demand, particularly in the paint segment.
The nano division did not see significant growth in the first half compared to the previous year.
The company's CapEx plan has been slightly deferred due to current demand conditions, impacting future growth initiatives.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MICR.NS - 20 Microns Ltd
Q2 2026 20 Microns Ltd Earnings Call
Nov 11, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Mm.

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Unidentified_2 [2]
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Good afternoon. I'm audible.

Yes, Mutu, you are audible and we can start.

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Unidentified_1 [3]
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Okay.

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Unidentified_2 [4]
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Ladies and gentlemen, good afternoon.

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