20 Microns Limited — Investor Meet, 30-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

20 Microns reported solid Q4 FY26 revenue (+14.8% YoY, +21.5% QoQ) and stable 12% EBITDA margins. FY26 revenue crossed 953 Cr, with PAT nearly tripling over five years. The company is strategically shifting to specialty materials, supported by a 100 Cr CapEx. This investment will boost specialty products, efficiency, and international growth (40% for Malaysian ops). Management projects an 18% revenue CAGR and 200 BPS margin expansion by FY30, contingent on stable economic conditions. Despite volatile demand, the focus remains on maintaining margins and expanding into plastics, rubber, and construction chemicals. Free cash flow for FY26 was 42.28 Cr, reflecting a confident long-term strategic outlook.