ALFA Finder| Revenue growth | 39.5% YoY growth, crossing 404 crore INR quarterly milestone. |
|---|---|
| Margins | EBITDA margin expanded 49 bps to 26.3% via efficiency and leverage. |
| Demand visibility | Strong domestic and international demand for CBE and specialty fats. |
| Management confidence | Extremely high, citing robust business model and successful 500 crore QIP. |
Growth
Revenue surged 39.5% YoY; PAT grew 67.6%. Growth was volume-driven (85%) with stable pricing.
Outlook
Ongoing 460 crore INR capex for fractionation/refinery to reach 52,000 TPA capacity by Q3 FY28.
Risks
A 166 million INR debit note raised against a supplier for quality issues; geopolitical freight disruptions.
Last quarter's promises, checked
Delivered
- EBITDA Margin 25%-27% → delivered 26.3% (= BEAT)
- Volume-led growth focus → delivered 85% volume contribution (= BEAT)
- Working capital 125 days → delivered 125 days (= BEAT)
Partly delivered
- Capex 460cr for 52k TPA capacity → delivered ongoing (Q3 FY28 target) (= PARTIAL)
- Brazil/LATAM ramp-up → delivered trial production started (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: MANORAMA. Summary written with AI assistance from the document.
Manorama Industries Ltd: key numbers
- Share price
- ₹2,114.90
- Market cap
- ₹13,350 Cr
- Revenue (annual)
- ₹1,367 Cr
- Net profit (annual)
- ₹224.9 Cr
- P/E (TTM)
- 54.1×Sector 29.0×
- Promoter holding
- 51.38%-2.94% QoQ
- FII holding
- 4.16%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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