20 Microns Limited · NSE:20MICRONS
20 Microns — Q2 FY2026 Earnings Presentation
23 slides from 20 Microns's earnings presentation, Nov 10, 2025
Slide 1: Earning presentation cover letter to stock exchanges
CIN: L99999GJ1987PLC009768 Regd. Office: 9-10, GIDC Industrial Estate, Waghodia, Dist.: Vadodara, 391760 Ph.:75 748 06350 | E-Mail: co_secretary@20microns.com| Website: www.20microns.com 20ML/SECY/EARNING/Q2 November 10, 2025 To, To, The Secretary, Asst. Vice President, BSE Ltd. National Stock Excha
Slide 2: Earnings Presentation Q2 FY25-26
EARNINGS PRESENTATION Q2 FY25-26 Touching Everyday Lives through Innovative Mineral Solutions & Functional Additives
Slide 3: About the Company
COMPANY ABOUT THE We are 20 Microns Limited, the pioneers in the field of Industrial Minerals in India. We have built a portfolio of Industrial Micronized and Sub Micronized Minerals backed with our expertise in Micronization. We are now expanding our portfolio into the world of Performance Minerals
Slide 4: Contents and Safe Harbour Statement
Q2 CONSOLIDATED FINANCIAL RESULTS 01 COMPANY BACKGROUND 02 FINANCIAL TRENDS 03 CONTENTS SAFE HARBOUR STATEMENT The Presentation is to provide the general background information about the Company’s activities as at the date of the Presentation. The information contained herein is for general informat
Slide 5: Q2 FY26 Consolidated Financial Results
Q2 FY26 CONSOLIDATED FINANCIAL RESULTS 01
Slide 6: FY26 Q2 Consolidated Financial Highlights
FINANCIAL HIGHLIGHTS FY26 Q2 CONSOLIDATED Revenue from Operations EBITDA (₹ Mn) & EBITDA PAT (₹ Mn) & PAT Margin (₹ Mn) 2,471.6 Margin 7.5% 2,401.8 13.8% 2,307.8 12.8% 6.8% 12.8% 308.0 6.8% 317.5 318.5 164.5 168.6 173.5 Q2 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q1 FY26 Q2 FY26 Revenue
Slide 7: FY26 Q2 P&L Summary
FY26 Q2 P&L SUMMARY QOQ% YOY% PARTICULARS (₹ Mn) Q2FY26 Q1FY26 Q2FY25 Change Change Revenue from Operations 2307.8 2471.6 2401.8 (6.6%) (3.9%) Total Income 2323.2 2482.6 2409.5 (6.4%) (3.6%) Operating Expenses 1989.3 2154.2 2093.8 (7.7%) (5.0%) EBITDA (Excluding OI & EI) 318.5 317.5 308.0 0.3% 3.4%
Slide 8: Management Commentary
Commenting on the performance of Q2 FY26, the Management team of 20 Microns Limited stated: Financial Performance MANAGEMENT COMMENTARY “We reported a robust consolidated revenue of ₹2,307.8 mn – down 3.9% on a Y-o-Y basis – despite headwinds from the paint industry. PAT rose 5.5% Y-o-Y to ₹173.5 mn
Slide 9: Business Outreach & Exhibition Highlights
BUSINESS OUTREACH & EXHIBITION HIGHLIGHTS Chairman & Managing Director MR. RAJESH C. PARIKH Expanding Global Presence Through Industry Exhibitions ❑ Enhanced brand presence through participation in leading international and domestic trade fairs. ❑ Showcased Functional Fillers, Specialty Extenders &
Slide 10: Company Background
COMPANY BACKGROUND 02
Slide 11: Our Journey
1990-2000 2010-2020 2024-2025 ▪ Implementation of total quality systems ▪ Established our state-of-the-art R&D Centre at ▪ New joint venture company incorporated as Waghodia, Vadodara. The R&D facility is Sievert 20 Microns Building Materials Private ▪ New manufacturing location at Vadadala recogniz
Slide 12: Building Upon a Successful Legacy
Chairman & Managing Director BUILDING UPON A MR. RAJESH C. PARIKH Mr. Rajesh C. Parikh, a First-Class Mechanical SUCCESSFUL LEGACY Engineering graduate with an MBA in Finance, serves as Mr. Atil C. Parikh serves as the Chief Executive Officer and the Chairman and Managing Director of 20 Microns Mana
Slide 13: Group Structure
GROUP STRUCTURE Subsidiaries JV/Associate Companies 20 Microns 20 20 Microns 20 Microns Dorfner 20 Sievert 20 Nano MCC FZE (Sharjah) (Malaysia) Microns Microns Building Specialized Nano minerals, Mineral and Trading of A German JV - Materials specialty industrial minerals Highly innovative chemicals
Slide 14: Industrial Minerals, Functional Additives and Minfert products
Ground Calcium Carbonate MINFERT INDUSTRIAL MINERALS RETAIL PRODUCTS FUNCTIONAL ADDITIVES White / Buff / Grey & Colored Rutile TiO₂ Minfert BLK Granules Tigersil Dolomite Minfert BLK Liquid White Pigment Opacifier Nanosil Hydrous Kaolins Minfert GBR Granules Synthetic Barium Sulphate Calcined Kaolin
Slide 15: Markets Served
REVENUE CONTRIBUTION EXPORT SHARE IN REVENUE (%) MARKETS SERVED 15 16 14 14 13 9% 86 86 87 85 84 5% 4% 9% 48% FY 24-25 25% FY 21 FY 22 FY 23 FY 24 FY 25 Paints Polymers Rubber Paper Ceramics Others Domestic Export 14
Slide 16: Key Clientele
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Slide 17: Financial Trends
FINANCIAL TRENDS 03
Slide 18: 5-Year Financial Trends
5-YEAR FINANCIAL TRENDS Revenue from Operations (₹ Mn) EBITDA (₹ Mn) & EBITDA Margin PAT (₹ Mn) & PAT Margin 624.8 1,168.8 561.6 1,050.9 9,127.8 7,774.9 857.4 419.6 7,016.9 793.9 347.3 6,132.0 7.2% 584.7 6.8% 4,835.3 230.1 6.0% 13.5% 5.7% 12.9% 12.8% 12.2% 12.1% 4.8% FY 21 FY 22 FY 23 FY 24 FY 25 FY
Slide 19: 5-Year Financial Trends
5-YEAR FINANCIAL TRENDS Return on Capital Employed (%) Cash Flow from Operations (₹ Mn) Net Debt / Equity Ratio 20.2 18.3 0.4 0.4 17.2 16.9 632.0 13.8 520.5 544.4 0.3 0.3 353.2 317.9 0.2 FY 21 FY 22 FY 23 FY 24 FY 25 FY 21 FY 22 FY 23 FY 24 FY 25 FY 21 FY 22 FY 23 FY 24 FY 25 Return on Capital Emplo
Slide 20: Operational Highlights
OPERATIONAL HIGHLIGHTS Trade Receivables Turnover Current Ratio Return on Equity 7.1 6.9 6.7 17.4% 6.4 15.9% 15.4% 5.6 14.9% 1.8 1.7 1.3 1.5 1.2 11.4% FY 21 FY 22 FY 23 FY 24 FY 25 FY 21 FY 22 FY 23 FY 24 FY 25 FY 21 FY 22 FY 23 FY 24 FY 25 Inventory Turnover Total Assets Turnover Net Capital Turnov
Slide 21: Key Market Metrics
215 THREE YEAR SHARE PRICE RETURN KEY MARKET METRICS Share Price (₹) 20 MICRONS v/s SENSEX Industrial Industry Sector Minerals 500 533022 / BSE / NSE Code 400 20MICRONS 300 Face Value (₹) 5 200 52 Week High 284.1 100 52 Week Low 158 0 Market Cap (₹ Mn.) 7593.7 Price to Earning 20 Microns Sensex 12.3
Slide 22: Shareholder Ownership and Value Creation
17.7 AND VALUE CREATION SHAREHOLDER OWNERSHIP SHAREHOLDING EARNING PER SHARE 15.9 PATTERN 11.9 9.8 0.3% 0.2% 6.5 FY 21 FY 22 FY 23 FY 24 FY 25 45.0% DIVIDEND PER SHARE 1.25 1.25 54.5% 0.75 0.00 0.00 FY 21 FY 22 FY 23 FY 24 FY 25 Promoters Public FII DII 21
Slide 23: Wisdom IR contact
For further information on the company, please visit www.20microns.com Mrs. Komal Pandey Company Secretary & Compliance Officer +91 94298 96036 co_secretary@20microns.com Registered Office Address 9-10, GIDC, Industrial Estate, Waghodia - 391760, Dist. Vadodara, Gujarat, India WISDOM IR Nurturing Tr