20 Microns Limited — Q2FY27 earnings call summary
Filed 02 November 2026 · Official transcript
- CapEx ₹100 Cr underway; 30% deployed including solar and mines; solar commissioning Q4 FY27
- Q2 FY27 consolidated revenue 238.16 Cr, +3.2% y-y; EBITDA 27.73 Cr, margin 11.6%
- Solar plant to meet 40% power needs, annual EBITDA benefit ~₹8 Cr from FY28
- No buyback plans; promoter stake increase under consideration
- Mining acquisitions to start production Dec 2026, enhancing raw material control
- Specialty products growing; value-added products contribute ~1/3 revenue, margins to improve as costs stabilize
- Exploring advanced materials for semiconductors, REPM under PLI scheme; timelines uncertain
- 18% CAGR targeted over next 2-3 years; margin expansion includes solar benefits
Open source transcript · View 20 Microns Limited research
Sign in free to track 20 Microns Limited and receive future summaries.