20 Microns Limited Q4 FY25 earnings call summary

Earnings call of 27 May 2025, summarised by AI from the filing.

15 to 18% revenue growth targeted, subject to external conditions.

Key takeaways

1. FY26 guidance 15 to 18% revenue growth targeted, subject to external conditions.
2. Malaysian mine Mining operations to start in next 2 months, reducing dependency on external suppliers.
3. Paint sector stress Paint sector undergoing stress; market trends vague, impacting demand.

Original filing on BSE

20 Microns Limited Q1 FY27 results

As filed: Revenue ₹245 cr (−1% year on year), EBITDA ₹32.4 cr (+1% year on year), PAT ₹17.7 cr (+4% year on year), EBITDA margin 13.2% (+28 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹261 cr (+15% year on year), EBITDA ₹31.8 cr (+10% year on year), PAT ₹17.6 cr (+17% year on year), EBITDA margin 12.2% (−61 bps). Score 52 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin fell 61 bps year on year. Share price after the results: +4.0% in 28 days (Nifty 500: +2.2%).
• Q3 FY26: Revenue ₹215 cr (0% year on year), EBITDA ₹27.7 cr (+3% year on year), PAT ₹14.9 cr (+14% year on year), EBITDA margin 12.9% (+34 bps). Score 34 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA growth was below it; profit growth was in line with it. EBITDA margin rose 34 bps year on year. Revenue fell 7% from last quarter. Share price after the results: +1.5% in 30 days (Nifty 500: +3.4%).
• Q2 FY26: Revenue ₹231 cr (−4% year on year), EBITDA ₹30.0 cr (−3% year on year), PAT ₹17.0 cr (+6% year on year), EBITDA margin 13.0% (+7 bps). Score 24 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin was flat year on year. Revenue fell 6% from last quarter. Revenue rose ₹-9.0 cr on a year ago, against ₹40.0 cr the year before. Share price after the results: −12.7% in 29 days (Nifty 500: +0.7%).
• Q1 FY26: Revenue ₹247 cr (+7% year on year), EBITDA ₹32.0 cr (+7% year on year), PAT ₹17.0 cr (−6% year on year), EBITDA margin 13.0% (−3 bps). Score 29 of 100, Below trend. Revenue and profit growth were well below the company's own trend; EBITDA growth was below it. EBITDA margin was flat year on year. Revenue rose ₹16.0 cr on a year ago, against ₹40.0 cr the year before. Share price after the results: −4.4% in 29 days (Nifty 500: −0.3%).
• Q4 FY25: Revenue ₹227 cr (+7% year on year), EBITDA ₹29.0 cr (+7% year on year), PAT ₹15.0 cr (+7% year on year), EBITDA margin 12.8% (+4 bps). Score 30 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin was flat year on year. Revenue rose ₹15.0 cr on a year ago, against ₹39.0 cr the year before. Share price after the results: −7.9% in 28 days (Nifty 500: +1.1%).
• Q3 FY25: Revenue ₹215 cr (+23% year on year), EBITDA ₹27.0 cr (+17% year on year), PAT ₹13.0 cr (+8% year on year), EBITDA margin 12.6% (−58 bps). Score 54 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 58 bps year on year. Revenue fell 10% from last quarter. Revenue rose ₹40.0 cr on a year ago, more than the ₹20.0 cr it added the year before.
• Q2 FY25: Revenue ₹240 cr (+20% year on year), EBITDA ₹31.0 cr (+7% year on year), PAT ₹16.0 cr (0% year on year), EBITDA margin 12.9% (−158 bps). Score 46 of 100, In line with trend. EBITDA margin fell 158 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 11% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

20 Microns Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (26 May 2026)
• Q2 FY26: Earnings call (11 Nov 2025)
• Q4 FY25: Earnings call (27 May 2025), Results deck (26 May 2025)