Accent Microcell Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Accent Microcell forecasts 15-20% CAGR for the next 3-5 years, driven by a major capacity expansion from 9,600 MTPA to 24,000 MTPA by mid-2026. Unit 3 Phase 1, offering premium products like CCS (3.5x MCC price, 25% PAT margin), is set for October/November 2025 launch. Blended EBITDA margins are expected to rise from 16% to 20-22%. The company noted increased inquiries and higher prices following a competitor's plant incident and has secured a new large global client. Management expressed confidence in demand and execution.