20 MICRONS LTD

The earnings conference call for 20 Microns Limited on May 26, 2026, highlighted the company's resilience and strategic transition during FY26, despite challenges such as restrained demand in key industries and geopolitical uncertainties. Management reported a revenue growth of 14.8% year-over-year, driven by recovery in the paint and polymer sectors, with EBITDA margins remaining stable at around 12%. The company emphasized its focus on specialty materials and high-performance applications, supported by a planned 100 crore CapEx aimed at enhancing operational productivity and product capabilities. Management noted that over the past five years, revenue nearly doubled and profits tripled, with a healthy balance sheet providing flexibility for growth. The call included discussions on the impact of geopolitical developments on future plans and the importance of R&D in driving product innovation. The management expressed confidence in achieving an 18% CAGR growth over the next three years, contingent on stable economic conditions.

Management emphasized resilience and growth despite challenges.