20 Microns Ltd
20 Microns Q2 FY26: Capex ₹100 Cr
Q2 FY26 earnings call: what management said on revenue, margins and capex.
The short version
The company anticipates recovery in demand in the second half of FY26, driven by festive and wedding seasons and infrastructure upgrades. Management expects to improve operations, margins, and revenues in upcoming quarters, aiming for good results by the end of FY26.
From 20 Microns Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company anticipates recovery in demand in the second half of FY26, driven by festive and wedding seasons and infrastructure upgrades.
- Targeted revenue growth rate is 13% for the full year, despite a dip in Q2 sales.
- Expects decent performance in Q3 and Q4 compared to the first half, aiming to achieve the annual revenue targets.
- Export markets including Poland, Latin America, Middle East, and South Africa are starting to yield results, offsetting some saturation in Western Europe.
- Focus on accelerating growth in value-added segments and speciality chemicals to enhance margins and reduce cyclicality.
- Growth in polymers, rubber, and specialty segments is expected, supported by product innovation and market penetration.
2 more points from 20 Microns Ltd's call on revenue
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Profitability & Margins
See what 20 Microns Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The planned CapEx of ₹100 crore has been slightly deferred due to lowered demand.
- Malaysian CapEx plan is on track, focusing on expanding calcium carbonate operations post-acquisition.
- Fund infusion into the Malaysian subsidiary for capacity expansion is finalized and progressing.
- Revision of the overall CapEx plan is underway, with updated details expected in a forthcoming press release by the CFO.
- CapEx outflows are expected to resume smoothly from Q4 FY26 onwards.
- Sustainability and renewal investments are ongoing and taken seriously with in-house audits and sustainability initiatives.
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20 Microns Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹261 Cr, net profit ₹18 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What 20 Microns's management said in earlier quarters
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Frequently Asked Questions
What were 20 Microns Ltd Q2 FY26 results?
The company anticipates recovery in demand in the second half of FY26, driven by festive and wedding seasons and infrastructure upgrades. Management expects to improve operations, margins, and revenues in upcoming quarters, aiming for good results by the end of FY26.
What is 20 Microns Ltd share price analysis?
20 Microns Ltd currently shows a neutral. The stock trades at a P/E of 10.1 with a market cap of ₹688 Cr. Investors should review the full earnings analysis for detailed insights.
Is 20 Microns Ltd planning capital expenditure?
The planned CapEx of ₹100 crore has been slightly deferred due to lowered demand.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.