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Earnings Call

Manorama Industries Earnings Call: Key Takeaways

Manorama Industries delivered record FY26 performance with 76.1% revenue growth, driven by specialty fat demand and capacity expansion. Management outlined a ₹460Cr capex plan for further integration.

Why this was an Alfa AlertNot a filter event. While growth was strong, there was no prior specific management guidance range provided to measure a material beat against.
Highlights
Revenue growth76.1% YoY for FY26.
MarginsEBITDA margin expanded to 27.1% in FY26.
Demand visibilitySustainable demand across food and cosmetic sectors.
Management confidenceHigh, citing milestone cash profit exceeding gross block.

Growth

FY26 Revenue grew 76.1% YoY to ₹13,577Mn; PAT surged 108.1% to ₹2,332Mn. EBITDA margins expanded 230bps to 27.1%.

Outlook

₹460Cr capex for CBA facility, refinery expansion, and Burkina Faso plant. Guidance focuses on forward and backward integration.

Risks

Adverse currency fluctuations led to a ₹17.05Cr MTM provision and net forex loss of ₹7.58Cr in Q4.

Source

Earnings Call filed with BSE, NSE: MANORAMA. Summary written with AI assistance from the document.

Read the document ↗

Manorama Industries Ltd: key numbers

Share price
₹1,872.80
Market cap
₹11,822 Cr
Revenue (annual)
₹1,367 Cr
Net profit (annual)
₹224.9 Cr
P/E (TTM)
47.9×Sector 29.0×
Promoter holding
54.32%+0.00% QoQ
FII holding
3.22%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Manorama Industries Ltd

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14:37 IST NSE
Capital Structure Change

Manorama Industries Capital Structure Change

Manorama Industries' board approved up to Rs.30 Crore in capital infusions across three wholly-owned subsidiaries. The funds target working capital and general corporate purposes in Benin, Togo and Ivory Coast.

Value
₹30.00 Cr
15:49 IST NSE
Annual General Meeting

Manorama Industries Annual General Meeting

Manorama Industries issued a postal ballot notice to appoint Dr. Rohini Tiwari as Non-Executive Independent Director. E-voting window runs September 19 to October 18, 2026.

20:26 IST BSE
Management Change

Manorama Industries Management Change

Manorama Industries Limited has appointed Dr. Rohini Tiwari as a Non-Executive Independent Director, while Mudit Kumar Singh concluded his tenure on the board.

20:21 IST NSE
Board Meeting Outcome

Manorama Industries Board Meeting Outcome

Manorama Industries approved the appointment of an additional director, postal ballot processes, and a combined ₹75 Crore capital infusion into six of its wholly owned subsidiaries.

Value
₹75.00 Cr