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View Claim Ledger →20 Microns Limited — Q4 FY26
20 Microns reported a strong Q4 FY26 with revenue growth of 14.8% YoY to ₹954 crore for the full year, driven by demand recovery in paints, polymers, and rubber.
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20 Microns reported a strong Q4 FY26 with revenue growth of 14.8% YoY to ₹954 crore for the full year, driven by demand recovery in paints, polymers, and rubber. EBITDA margins remained stable at 12.9%, supported by pricing discipline and better product mix. PAT grew 15.6% YoY to ₹67 crore, aided by lower finance costs. The company announced a ₹100 crore capex plan focused on specialty products, Malaysian operations, and automation, targeting 18% revenue CAGR and 200-250 bps margin expansion over three years. However, management refrained from giving FY27 guidance due to geopolitical uncertainty and volatile demand. Key risks include fuel cost inflation, supply chain disruptions, and delayed benefits from new initiatives.
20 माइक्रोन्स ने वित्त वर्ष 2026 की चौथी तिमाही में मजबूत प्रदर्शन किया। पूरे साल कंपनी की आय (रेवेन्यू) 14.8% बढ़कर 954 करोड़ रुपये हो गई, जिसकी वजह पेंट, पॉलिमर और रबर की मांग में सुधार है। कंपनी का मुनाफा (EBITDA मार्जिन) 12.9% पर स्थिर रहा, जो कीमतों पर नियंत्रण और बेहतर उत्पाद मिश्रण से संभव हुआ। शुद्ध लाभ (PAT) 15.6% बढ़कर 67 करोड़ रुपये हो गया, क्योंकि ब्याज का खर्च कम हुआ। कंपनी ने 100 करोड़ रुपये के निवेश (कैपेक्स) की योजना बनाई है, जो खास उत्पादों, मलेशिया में काम और ऑटोमेशन पर खर्च होगा। इससे अगले तीन साल में आय में 18% सालाना वृद्धि और मुनाफे में 2-2.5% सुधार का लक्ष्य है। हालांकि, भू-राजनीतिक अनिश्चितता और मांग में उतार-चढ़ाव के कारण कंपनी ने अगले साल का कोई अनुमान नहीं दिया। मुख्य जोखिमों में ईंधन की बढ़ती कीमतें, आपूर्ति में रुकावट और नई योजनाओं से देर से फायदा मिलना शामिल है।
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Geopolitical uncertainty and demand volatility
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Revenue from paints segment
46%
Flat YoY
Paint segment contributed 46% of revenue in FY26, unchanged from prior year, indicating stable but not growing share.
Inventory turnover ratio
8.3x
+2.5x vs FY22
Inventory turnover improved from 5.8x in FY22 to 8.3x in FY26, reflecting better supply chain management.
Operating cash flow
₹103.6 Cr
+103.6% YoY
Operating cash flow surged to ₹103.6 crore in FY26, sharply higher than prior year, strengthening liquidity.
Net debt-to-equity ratio
0.1x
-0.3x vs FY22
Leverage reduced from 0.4x in FY22 to 0.1x in FY26, providing financial flexibility for capex.
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Guidance and risk preview
Management targets 18% compound annual growth rate in revenue over the next three years, driven by specialty products and capacity expansion.
Management cited geopolitical developments and volatile demand as key risks, leading to withdrawal of FY27 guidance.
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