Q4 2025 20 Microns Ltd Earnings Call Transcript

May 27, 2025 / 10:30 AM GMT

Release Date Price: ₹233.74 (-1.28%)

Transcript

Key Points

Positve

20 Microns Ltd (BOM:533022) achieved a significant milestone with an annual revenue of 9,127 million, reflecting successful strategic initiatives.
The company reported a 70.4% annual revenue growth, showcasing a steep growth trajectory.
Margins improved to 12.7% in Q4 FY25, indicating enhanced operational efficiency.
The company successfully executed a key international acquisition in Malaysia, expanding its global footprint.
20 Microns Ltd declared a 25% dividend, demonstrating a commitment to shareholder returns.

Negative

The company faces high pressure from raw material imports, freight costs, and forex volatility, impacting operational costs.
Borrowing increased from 121 crores to 165 crores in FY25, raising concerns about financial leverage.
Inventory levels jumped by more than 40%, indicating potential inefficiencies in supply chain management.
The company is dependent on imported raw materials, which account for 36-37% of total raw material usage, posing a risk due to supply chain disruptions.
The paint industry, a significant market for the company, is undergoing stress, creating uncertainty in demand forecasts.

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

MICR.NS - 20 Microns Ltd
Q4 2025 20 Microns Ltd Earnings Call
May 27, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Yes, you are audible, clearly.

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Unidentified_2 [2]
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Okay.

So we'll be starting the call in the next 2 minutes.

Ladies and gentlemen, Good afternoon.

And welcome to the Q4 F5 25 earnings call of 2 Microns Limited.

My name is Mutuk Kumar and I represent Wisdom Mayar.

We are privileged to have with us today key members of the company's management team.

Mr. Atil Pari C O N M T.

Mr. Nihad Baloch, Group CFO.

And Mr. Pranitha, finance controller.

Before we begin, I'd like to remind

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