20 Microns Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

20 Microns' Q2 FY26 revenue dipped to ₹230.78 Cr (-3.9% YoY) due to paint sector slowdown. However, strong cost control propelled EBITDA up 43.4% to ₹31.8 Cr, expanding margins to 13.8%. PAT rose 5.5% to ₹17.35 Cr.

Management anticipates H2 recovery, driven by festive demand and innovation in high-margin segments like plastics/rubber. Full-year revenue growth of 13% and 13-14% EBITDA margins are targeted. While CapEx is slightly deferred, Malaysian mines are now operational, promising future margin benefits. The company is confidently pursuing market expansion and product diversification.