Q4 2026 20 Microns Ltd Earnings Call Transcript

May 26, 2026 / 10:30 AM GMT

Release Date Price: ₹189.4 (-3.78%)

Transcript

Key Points

Positve

20 Microns Ltd (BOM:533022) reported a 14.8% year-over-year revenue growth, driven by recovery in paint and polymer rubber demands.
The company has successfully transitioned into a diversified specialty material and functional additive platform, enhancing its financial profile.
A 100 crore CapEx plan is set to strengthen specialty product capabilities, improve operational productivity, and enhance backward integration.
The balance sheet remains healthy, providing flexibility to execute growth plans while maintaining financial discipline.
The company has launched several new products across various industries, indicating strong R&D capabilities and potential for future growth.

Negative

The company faces challenges from restrained demand conditions in key user industries, prolonged monsoon impacts, and geopolitical uncertainties.
There are ongoing issues with fuel and gas availability, which could affect production if the situation worsens.
The company relies on external sources for 70% of its raw material requirements, which could pose supply chain risks.
The stock has corrected by 26% in the last year, indicating potential investor concerns.
The company has not provided specific revenue and margin guidance for FY27 due to current market uncertainties.

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

MICR.NS - 20 Microns Ltd
Q4 2026 20 Microns Ltd Earnings Call
May 26, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen.

Hope I'm audible.

Mr. Adil, I'm audible.

Very warm welcome to the Q4 FY26 earnings conference call of 20 microns limited hosted by Wisdom Smith Advisors.

I'm Muthu Kumar from Wisdom Smith Advisors and it is a pleasure to welcome you all to today's call.

We sincerely appreciate your participation and continued interest in the company.

Joining us today from the management team are Akhil Barik, Chief Executive Officer and Managing Director, Vihar Balooj, Group Chief Finance Officer, and Praneesh Shah, Senior Finance Controller.

As a reminder, this conference call is being recorded.

This audio video recording of the call will be made

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