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#AccentMicrocell
Accent Microcell
Accent Microcell manufactures pharmaceutical excipients focused on cellulosic derivatives. Core products referenced: MCC (microcrystalline cellulose) (main product), MCC spheres, SMCC (management calls it “solidified MCC”), croscarmellose sodium (CCS), carboxymethyl cellulose (CMC), magnesium stearate, and cellulose powder.
Two operating facilities: Pirana and Dahej SEZ. Key positioning is technology segmentation:
Pirana: largely non‑spray MCC oriented, domestic heavy; lower realization profile.
Dahej SEZ: spray‑dryer MCC oriented, export heavy; better realizations (“Dahej…100% capacity is dedicated to…spray dryer technology”).
Why I got interest in this company now -
This company is currently at the verge of good capex which I believe should be announced before September (Only License is pending from government if I am guessing right which can come any day now) .
In H2FY26 company posted good numbers with high increase in margins which was contributed by Spheres and SMCC
In H2FY26, they have almost exported 90% of the MCC Spheres.”
Capex -
Unit 3 Kheda
Phase 1 (premium excipients): capacity ~2,400 MT
Peak utilisation revenue -150-170cr
50% utilisation should happen in FY27
Phase 2 - should be live by March 27
Company is run by a good management team .
#AccentMicrocell
#SME #AccentMicrocell #AccentMic
Accent Microcell Limited H2FY26 Earnings Call Highlights
👉 Abbreviations:
💠MCC: Microcrystalline Cellulose
💠CMC: Carboxymethyl Cellulose (specifically Pulp-based Sodium CMC)
💠SMCC: Silicified Microcrystalline Cellulose
💠CCS: Croscarmellose Sodium
💠SSG: Sodium Starch Glycolate
👉 FY27 & Future Outlook
▫️ Phase 1 of Unit 3 (premium excipients – primarily CCS, with flexibility for SSG/CMC)
💠Expected to commence commercial production shortly after final regulatory approvals (targeted around late June 2026)
💠Meaningful ramp-up from July 2026. Peak annual revenue potential at full utilisation: ~150–160 Cr.
💠 In FY27, expect pro-rata contribution (9 months of operation) with 50–60%+ utilisation in the first full year of premium products.
💠 Phase 2 (dedicated MCC capacity) is now guided for March 2027; it will drive the bulk of incremental volume and further margin expansion.
▫️ Trading volumes (currently ~25–30% of total, contributing ~90–95 Cr in FY26 at 4–5% margins)
💠These will continue to a certain extent in FY27 but will reduce substantially post-Phase 2, freeing up captive MCC for higher-value conversion and lifting overall profitability
▫️ Current blended EBITDA ~16%. Manufacturing EBITDA already ~20%
💠Higher proportion of premium products (realisation ~600 ₹/kg vs blended ~250–260 ₹/kg) and lower trading, blended margins are expected to expand meaningfully
💠Prudent assumption: +2–3 percentage points initially, with further upside post-Phase 2.
▫️ Longer-term: Unit 3 phases up to Phase 6 already planned on the acquired land; Phase 3 targeted for FY28.
💠Demand visibility for both premium excipients and MCC supports continued 30%+ revenue CAGR trajectory beyond FY27, backed by in-house pulp-based CMC technology (India’s first) and global export focus (already 63% of revenue).
👉 Current Order Book / Projects and Future Pipeline
▫️ Order book of ~4,000 MT for MCC (core product) across domestic and export markets.
💠 Existing plants running at near-full utilisation (~15,000 MT total sales volume in FY26 on ~9,200 MT MCC-equivalent installed capacity).
▫️ Unit 3 Phase 1 (2,400 MT fungible premium capacity): Technology transfer, sampling, stability studies and customer approvals already completed from Dahej plant.
💠Commercial production expected to hit 100% utilisation within 1–2 months of start.
💠 Phase 2 (large-scale MCC) on track for March 2027; will support both captive consumption for premium products and direct sales.
▫️ Exports: Direct exports rose to 63% (from 53% last year)
💠MCC Spheres and SMCC already ~90% exported in H2 FY26.
💠Global presence in 75+ countries via distributors.
💠Pipeline includes deeper penetration in pharma, nutraceuticals, food, cosmetics and new segments; premium products (CCS, SMCC, Spheres) command higher realisation and better margins.
▫️ Future phases (3–6) will be taken up sequentially once Phase 2 reaches full utilisation; land and high-level planning already in place.
👉 Other Notable Points
▫️ Pirana vs Dahej performance clarified:
💠Pirana (domestic-focused, non-spray-dryer technology) reported ~150 Cr revenue but lower absolute profit (~8.5 Cr) due to:
💠Domestic vs export price differential
💠Technology difference and one-time impact of new labour codes.
💠Unit remains profitable; Dahej (export + spray-dryer) delivers higher realisations.
▫️ Raw material & cost pass-through: Wood-pulp price increases fully passed on to customers; 3x export-to-import ratio provides natural currency hedge → negligible net impact.
▫️ Working capital & balance sheet:
💠Receivables and inventory days remain elevated but management confirmed visible improvement already underway; target reduction in FY27.
💠Existing WC + term-loan limits with Kotak sufficient
💠No major debt or equity raise planned in near term (Phase 2 largely funded via right-issue proceeds + internal accruals).
▫️ Strategic firsts: Pulp-based CMC production (key raw material for CCS) to be India’s first
💠40–50 successful trial batches already completed at Dahej.
💠This backward integration will support premium pricing and margin accretion.
▫️ Governance & investor communication:
💠Management acknowledged requests for quarterly updates and plant visits; committed to positive action once Unit 3 stabilises
Accent Microcell Limited (SME) H2FY26 Results:-
#H2FY26 #Stockmarket #Nifty #Accentmicrocell
H2FY26 vs H2FY25
Revenue 209.67 Cr vs 138.54 Cr (+51.34% YoY)
EBITDA 32.79 Cr vs 23.18 Cr (+41.43% YoY)
EBITDA Margin 15.64% vs 16.73% YoY
PBT 34.20 Cr vs 24.26 Cr (+40.98% YoY)
PAT 25.79 Cr vs 16.60 Cr (+55.40% YoY)
Other Income 4.17 Cr vs 3.44 Cr YoY
#accentmic #accentmicrocell 🚀🚀
Breaking out of Rounding Bottom
targets - 430 , 515 , 685
#chart_sab_kuch_bolta_hai
#read_the_chart_win_the_markets
#AccentMicrocell #SME hitting ATH
Whats in store ?
MCap - 800cr
Existing capacity - 9600MT
Ongoing capex - 110cr
Post capex capacity - 24000MT (july26)
revenue at Full rampup 600-700cr (FY25 was 265cr)
The chart is a screaming buy. Its giving a IPO base breakout on a weekly basis.
I have a position from 235. Not a reco. Please do give a read to the blog post below and subscribe
#AccentMicro
#AccentMicrocell
Wrote an artcile on one of my portfolio companies Accent Microcell
Please go through it and subscribe to the blog if you like it
#AccentMicro #AccentMicrocell #Accent
https://t.co/DnzMfnnBge
Accent Microcell Limited H1FY26 Results:-
SME
(H1'26 vs H1'25)
Revenue 139.37 cr vs 126.04 cr up by 10.58% YoY
PAT 18.07 cr vs 16.47 cr up by 9.73% YoY
#Q2Results #Q2FY26 #stockmarket #nifty
#accentmicrocell
#AccentMicrocell H1FY26 Results
- Rev: ₹139.37Cr ↑10.6% YoY (₹126.04 Cr)
- EBITDA: ₹240.59 Cr ↑23.4% YoY (₹194.98 Cr)
- PAT: ₹18.07 Cr ↑9.7% YoY (₹16.47 Cr)
Decent rev growth with consistent profitability;
#Q2FY26 #Earnings #AccentMicrocell #StockMarketIndia #Nifty
Interesting commentary on the SME Stock #AccentMicrocell
Surprised to see DII money chasing this microcap!
https://t.co/Dj99d3H720
Looks like #AccentMicrocell could be a one of the beneficiaries from the temporary demand surge due to the unfortunate fire incident at #sigachiindustries
#AccentMicrocell
Mcap- 638cr
CMP- 266
Stock P/E- 19.3
Debt/Equity- 0.01
OCF: +ve
Accent Microcell is at an inflection point, with significant capacity expansion underway, a strategic shift to higher-value excipients, and strong export orientation.
Mgmt is Confident and optimistic, citing robust order book, near-full utilization, strong demand visibility, and ability to pass on cost increases.
Conservative on forward guidance, but repeatedly highlighted margin improvement, export growth, and capital efficiency.
“We don’t see any problem when it comes to capacity utilization or selling these finished goods.”
Temporary increase in receivables due to new customer acquisition strategy.
Management does not foresee promoter equity dilution.
Strong interest for this #SME rights issue for #AccentMicrocell - subscribed 2.63X on NSE on issue closure
Accent Microcell ( Sme ) Rights Issue Details -
Issue Size - 29,46,020 equity shares
Total Issue Amount - ₹39.77 crores
Issue Price per Share - ₹135
Face Value per Share - ₹10
Entitlement Ratio - 7 Rights Equity Shares for every 50 fully paid-up Equity Shares held
Listing Platform: BSE
Registrar: KFin Technologies Limited
Important Dates -
Rights Issue Opening Date: June 18, 2025
Rights Issue Closing Date: June 27, 2025
About Accent Microcell Limited -
The company was incorporated on April 10, 2012
It is a leading manufacturer of high-quality #cellulose-based excipients
Major product - Microcrystalline Cellulose ( MCC ) derived from purified wood pulp
Offers 22 grades of #MCC under brands like Accel, #Acrocell, Maccel, and Vincel
Serves industries like #pharmaceuticals, #nutraceuticals, food, and cosmetics
Has manufacturing facilities in Ahmedabad and Dahej ( Gujarat )
Supplies products to over 45 countries including USA, #Canada, #Germany, and UK
Known for product quality, innovation, and adherence to international standards
Locations near ports enable strong export logistics
Financial Highlights -
Revenue for FY24 was ₹249.13 crore, up from ₹199.76 crore in FY23
Profit After Tax in FY24 was ₹30.17 crore, up from ₹12.23 crore in FY23
Net Worth increased to ₹163.83 crore in FY24, from ₹44.20 crore in FY23
Reserves and Surplus rose to ₹142.79 crore from ₹37.48 crore
Borrowings reduced to ₹12.79 crore in FY 24, down from ₹22.78 crore
Total Assets rose to ₹204.84 crore in FY 24, from ₹110.69 crore
Export revenue growth has been strong with a CAGR of 23.64% from 2021 to 2023
#Accentmicro
#Rightissue
#Sme
To all the ACCENT MICROCELL shareholders out there price has been in tight consolidation for few weeks now. should break this matrix now. keep an eye. DYDD. #ACCENTMICROCELL
To all the ACCENT MICROCELL shareholders out there price has been in tight consolidation for few weeks now. should break this matrix now. keep an eye. DYDD. #ACCENTMICROCELL
📢 📢 ACCENT MICROCELL LTD. 📢 📢 #Accent #AccentMicrocell
Fair Value for Accent Microcell - FY25-26
Target Price -- ₹ 456-500 ( 1.8x from CMP )
Follow me for Fair Value Analysis of #SMEStocks #SMEs #Stocks #IPO #indianstocks #stockmarketsindia
📑 📑 Quantitative Analysis 📑 📑
🏦 Market Cap: 574 Cr.
📈 Current Market Price: ₹ 273 -277
📝 FY 24 revenue: 246 Cr.
📝 FY 24 Profit: 30 Cr.
💥 💥 P/E: 18.5 💥 💥 → P/E Ratio = Market Cap / PAT
📊 📊 #BlueStocks Analysis 📊 📊
As per company constant growth basis and past track record 💭 Revenue should increase 20-30%. Accordingly PAT will be approx. 13%.
ℹ️ Market will give Fair Value at 25 P/E according to BlueStocks⤵️
Today's In Focus Stocks
1. #Avantel
2. #KalpataruProjects
3. #RoxHiTech
4. #NTPC
5. #AartechSolonics
6. #SiyaramRecycling
7. #VMarc
8. #ManaksiaCoated
9. #AccentMicrocell
10. #SahanaSystem
Disc.: This is not buy or sell recommendations Only for educational purposes.
1. #AccentMicroCell
Manufacturers Micro-crystalline cellulose ( mainboard peer : Sigachi ), good business but at peak utilisation, once new capex kicks some action can be seen with Pharma sector doing good
#ACCENTMICROCELL SME
Caters to Pharmaceutical, Nutraceutical, Food, Cosmetic and other industries.
Key Points:
DEBT FREE
PE BELOW 20
100% PAT GROWTH YOY.
NO BUY SELL RECOMMENDATION.
DYDD.
DISC: VERY BAD IN STOCK PICKINGS.
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