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Investor Presentation

Manorama Industries Investor Presentation: Key Takeaways

Manorama Industries achieved robust Q1FY27 performance with revenue crossing INR 4,000 Mn. Management focused on capacity expansion and backward integration in West Africa to drive sustainable growth.

Highlights
Revenue growth39.5% YoY in Q1FY27
MarginsEBITDA margin expanded 49 bps YoY to 26.3%
Demand visibilitySustained demand across key end-user industries like chocolate/cosmetics
Management confidenceHigh, citing strong momentum and strategic milestones

Growth

Revenue surged 39.5% YoY to INR 4,040.1 Mn; PAT grew 67.6% YoY to INR 786.6 Mn.

Outlook

Planned INR 460 Cr capex for FY28 commissioning; targets 52,000 TPA fractionation capacity by FY27.

Risks

Global volatility and pending regulatory clearances for the new Burkina Faso processing facility.

Last quarter's promises, checked

Delivered

  • Guided 25-27% EBITDA margin → delivered 26.3% (= BEAT)
  • Guided 52k TPA fractionation capacity by FY27 → delivered 52k TPA targets on track (= BEAT)
  • Guided 30% volume growth for FY27 → delivered 39.5% revenue growth (= BEAT)

Partly delivered

  • Guided INR 460 Cr capex implementation → delivered INR 52 Cr spent with pending regulatory clearances (= PARTIAL)
Source

Investor Presentation 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.

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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.

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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
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