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SASI KUMAR SEBI RA

29th Jul 2025 · SEBI-Registered Analyst

Manorama Industries Q1 FY26: Strong Growth Story Unfolds!

Impressive Performance • Revenue: ₹2,896 Cr 🔼 117% YoY • EBITDA: ₹790 Cr 🔼 195% | Margin at 27.3% (+7.2%) • Net Profit (PAT): ₹506 Cr 🔼 274% | Margin at 17.5% (+7.3%) • EPS: ₹8.46 vs ₹2.27 last year What Drove the Growth? ✔️ Better product mix ✔️ Higher use of new processing units ✔️ Strong global demand for CBEs & specialty fats (used in chocolates & cosmetics) Future Plans 🔹 30% capacity boost coming in H2 FY26 🔹 Bought 20 acres land near Birkoni plant for expansion 🔹 Building new seed storage unit to support raw materials What’s Unique? • Supplies to top chocolate & beauty brands globally • Strong focus on sustainability, innovation & efficiency Bottom Line: Manorama is scaling fast with global demand support, margin expansion, and big capex moves. A key player in the global specialty fats market is getting even stronger.

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