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20 Microns Ltd

Q4 FY25Minerals & Mining

20 Microns Ltd Q4 FY25 Results & Concall Highlights: Capex ₹18 Cr

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹204
Market cap₹688 Cr
P/E10.1
Updated23 Aug 2026
Read4 min read

The short version

The company targets a revenue growth of 15-18% year-on-year, continuing its historical trend. The management aims for a consistent revenue growth of 15-18% year-on-year, including FY 25-26, reflecting market trends and operational plans.

From 20 Microns Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • The company targets a revenue growth of 15-18% year-on-year, continuing its historical trend.
  • For the value-added niche segment, a growth rate of 18-20% is expected over the next 2-3 years.
  • Expansion plans include significant CapEx investments in capacity enhancement and new product development, especially in 20 Microns Nano Minerals Limited.
  • Focus areas include growth in plastics and rubber industries, paint sector, and construction chemicals.
  • Market conditions are currently uncertain, but post-industry conditioning, significant growth in the paint segment is anticipated due to increased urbanization and repainting demand.
  • The company emphasizes strengthening revenue by investing in CapEx rather than working capital to add value and secure future demand.
  • Overall, management is optimistic but cautious due to external economic and global supply chain factors.

Profitability & Margins

See what 20 Microns Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • 20 Microns plans significant CapEx investments starting this year to enhance capacities and acquire more mines, aiming to add value to the overall product value chain.
  • For 20 Microns Nano Minerals Limited, a CapEx of approximately ₹15 to ₹18 crores has been invested to set up a calcination facility for the rubber industry and develop specialized paint-grade Kaolins using new technology.
  • The company is calculating and strategizing CapEx as well as working capital needs for the coming years, balancing borrowings to maintain cash for growth.
  • Recent investments include commissioning a new JV plant with Sievert focused on construction chemicals (starting with tile adhesives and moving to liquid chemicals).
  • The company is cautious with investments, ensuring reinvestment prioritizes high-return opportunities while maintaining financial discipline.

Top-ranked in Minerals & Mining

Ranked on what management guided this quarter

5x potential
1Lloyds Metals
Rev 2Mar 3
2NMDC
Rev 2Mar 3
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what 20 Microns Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided transcript does not explicitly mention the current or expected order book or pending orders for 20 Microns Limited. However, insights related to demand and operations include: - The company is focused on strengthening revenues by anticipating futuristic demand, which requires maintaining cash in hand and certain borrowings for working capital and CapEx. - Investments are planned heavily in CapEx for expanding capacities and acquiring more mines to add value to the overall product chain. - The management is vigilant and calculated in investment and borrowing strategies to support upcoming years' CapEx and working capital needs. - Supply chain dependencies and inventory buildup indicate preparation for future orders and production scale-up. No specific figures or detailed status regarding the order book or pending orders were disclosed during the call.

20 Microns Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: 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 Ltd's management said in earlier quarters

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Frequently Asked Questions

What were 20 Microns Ltd Q4 FY25 results?

The company targets a revenue growth of 15-18% year-on-year, continuing its historical trend. The management aims for a consistent revenue growth of 15-18% year-on-year, including FY 25-26, reflecting market trends and operational plans.

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?

20 Microns plans significant CapEx investments starting this year to enhance capacities and acquire more mines, aiming to add value to the overall product value chain.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.