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🚨 Manorama Industries: 📊 FY25 PERFORMANCE

Manorama Industries delivered a breakout FY25, with strong growth driven by capacity expansion, exports and rising global demand for sustainable specialty fats. 📊 FY25 PERFORMANCE

• Revenue: ₹771 Cr | +69% YoY • EBITDA: ₹191 Cr | 2.6x YoY • EBITDA Margin: 24.8% • PAT: ₹112 Cr | ~3x YoY • ROE: 24.3% • ROCE: 33% 🔥 WHAT IS DRIVING THE GROWTH? The company is benefiting from rising demand for plant-based, sustainable and ethically sourced ingredients across food, confectionery and personal care. One major opportunity is Cocoa Butter Equivalents (CBE). With cocoa prices remaining volatile, global chocolate manufacturers are increasingly looking for cost-effective alternatives — creating a structural opportunity for Manorama’s specialty fat portfolio. 🌍 BACKWARD INTEGRATION = KEY ADVANTAGE Manorama is expanding its sourcing network across West Africa, allowing greater control over Shea nut procurement, quality and supply security. The company has also commercialised its 25,000 MTPA Birkoni fractionation facility, taking total fractionation capacity to around 40,000 MTPA. ♻️ Its “Waste-to-Wealth” model further strengthens the story by converting forest seeds and by-products into higher-value specialty ingredients. 🎯 Management has indicated a revenue target of ₹1,050+ Cr for FY26. ⚠️ BUT INVESTORS SHOULD WATCH • Raw-material availability and climate risks • Geopolitical & supply-chain disruptions in Africa • Forex exposure • High promoter-linked sourcing concentration • Related-party purchases forming a significant portion of procurement Neha Gupta SEBI Registered Research Analyst For educational purposes only. Not investment advice. Investors should conduct their own research.

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LT Foods Surge 15% to Record High as Basmati Stocks Rally

LT Foods shares jumped 14.76% to a record high of ₹490.70 on August 24, while KRBL and AWL Agri Business gained amid a rally in rice stocks.

shares witnessed a sharp rally on August 24, surging as much as 14.76% intraday on the NSE to hit a fresh 52-week high of ₹490.70. The stock surpassed its previous high of ₹480, recorded on September 19, 2025. Trading activity was also unusually strong, with average volume at the counter jumping more than 10-fold. KRBL gained 7.58% intraday, while AWL Agri Business advanced 3.06%, even as the broader market remained relatively subdued. LT Foods is a global consumer-focused specialty food company with businesses spanning basmati rice, organic foods, and ready-to-eat/ready-to-cook products. Its key brands include Daawat in India and Royal in North America, with operations across more than 80 countries. During its Q1 earnings call, management said underlying demand fundamentals remain healthy and expects gradual normalization as the business mix improves. The company also remains optimistic about long-term opportunities in the global organic food market. Additionally, LT Foods said its ready-to-heat (RTH) facility in the US is expected to become operational this quarter, which could support its value-added product portfolio and international growth strategy. 📌 Disclaimer: This content is for information only and not investment advice. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered advisor before making any investment decisions.

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Deepak Fertilisers Latest Updates with Fundamental

Record Q1 FY27 Financial Results & Profit Surge On July 31, 2026, Deepak Fertilisers reported its financial performance for the first quarter ended June 30, 2026 (Q1 FY27). Consolidated revenue from operations rose 22.5% year-on-year to ₹3,256 crore (up from ₹2,658 crore in Q1 FY26). Consolidated net profit (PAT) surged 101% YoY to ₹490 crore (more than doubling from ₹243.86 crore in Q1 FY26), while operating EBITDA surged 65% YoY to ₹845 crore, driven by strong realizations in mining chemicals, ammonia, and backward integration efficiencies. Capex Project Execution in Gopalpur & Dahej The company confirmed that its major greenfield and brownfield expansion projects are in final commissioning stages. The Gopalpur Technical Ammonium Nitrate (TAN) project (96% complete) and the Dahej Nitric Acid project (93% complete) are on track to commence commercial operations in Q2 FY27, with plant utilization targeted to reach ~80% by Q4 FY27. Feedstock security is supported by the operationalization of the long-term LNG supply contract with Equinor. Corporate Restructuring & Strategic Demerger Scheme DFPCL is progressing with its corporate restructuring scheme to separate and unlock value across its core operating verticals. The demerger structure establishes dedicated entities for Mining Chemicals (Technical Ammonium Nitrate), Industrial Chemicals (Nitric Acid & IPA), and the Crop Nutrition Business, transitioning the corporate setup from a commodity base into pure-play specialty solutions. 46th AGM & FY26 Final Dividend Record Date The Board of Directors recommended a final dividend of ₹10.00 per equity share for FY25–26. The company fixed Tuesday, August 25, 2026, as the record date for determining eligible shareholders, with the register of members closed ahead of the 46th Annual General Meeting (AGM) scheduled for September 1, 2026.

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SENores PHARMA | FY25 ANNUAL REPORT — WHAT INVESTORS

SENores PHARMA | FY25 ANNUAL REPORT — WHAT INVESTORS SHOULD KNOW 🔍 Senores Pharmaceuticals delivered a breakout year in its first year as a listed company. 📈 Revenue +92% YoY

🔥 EBITDA +148% YoY 📊 EBITDA Margin: 27% | +640 bps 🇺🇸 ~70% revenue from the US The strategy is clear: focus on specialty, niche & complex generics where competition is relatively lower. 🚀 Growth Engines • CDMO/CMO: 22 commercial products + 69 in pipeline • API backward integration: Gujarat capacity expanded 25 → 169 MTPA • Injectables: ₹43.55 Cr IPO allocation • Acquisitions of Havix & Ratnatris strengthening the global platform • Emerging markets targeted for higher-value niche molecules 💰 Financial & Governance Check Consolidated contingent liabilities: ₹20.93 Cr, largely disputed income-tax demands. Management remuneration stood at ₹8.49 Cr, while MD remuneration rose 236.7% YoY vs 78.3% PAT growth — worth monitoring. Auditor gave a clean/unmodified opinion, with revenue recognition identified as a key audit area. ⚠️ KEY RISK The biggest opportunity is also a major risk: ~70% revenue comes from the US. That provides scale and access to an attractive market, but increases exposure to US regulatory changes, pricing pressure and protectionist policies. 🧠 NEHA GUPTA | SEBI RA Senores is transitioning from a high-growth pharma manufacturer → vertically integrated platform through APIs, injectables, CDMO and complex generics. The numbers show strong execution. Now the real test is: Can capacity expansion + pipeline + acquisitions translate into sustainable cash flows and returns? That’s the key metric I’ll be watching. — Neha Gupta SEBI Registered Research Analyst For educational purposes only. Not investment advice.

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, USFDA Inspection & Specialty Fertiliser

**

:** USFDA completed a routine inspection at its U.S. subsidiary **Lannett Company LLC**, with **four procedural observations**. The company is required to submit its compliance response to the USFDA within the stipulated timeline. **Stock Commentary:** **Neutral to Mildly Negative;** four observations create a near-term regulatory overhang, but the impact will depend on the company's response and subsequent USFDA assessment. No immediate business disruption has been indicated. **Deepak Fertilisers, Coromandel & SML:** Companies are increasingly focusing on **specialty nutrients and fertilisers**, where nutrient-use efficiency can be significantly higher than conventional urea. Urea efficiency is estimated at around **30–40%**, compared with **80–85% for specialty fertilisers**, creating scope for wider adoption. ** !DEEPAKFERT– Stock Commentary:** **Positive;** increasing focus on specialty nutrients can support demand for value-added fertiliser products and improve the company's long-term growth and margin profile. **Coromandel International – Stock Commentary:** **Positive;** rising adoption of high-efficiency specialty fertilisers can strengthen the company's product mix and support growth in value-added agricultural inputs. **SML – Stock Commentary:** **Positive;** the shift toward efficient specialty nutrients provides an opportunity to expand its presence in higher-value fertiliser segments and improve long-term revenue visibility.

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🔥 14 BEST NICHE STOCKS WITH STRONG MOATS

🔥 14 BEST NICHE STOCKS WITH STRONG MOATS Not every great business needs to be a giant. Some of the best wealth creators operate in niche industries with high entry barriers, strong capabilities and limited competition. Here are 14 interesting niche businesses to track 👇 1. CDSL — Depository

2. MCX — Commodity Exchange 3. CAMS — Mutual Fund RTA 4. Astra Microwave — RF & Microwave Systems 5. Solar Industries — Explosives & Defence 6. TAAL Enterprises — Aerospace Structures 7. Zen Technologies — Anti-Drone & Defence Systems 8. Neuland Labs — Complex Pharmaceuticals 9. Shilchar Technologies — Specialized Transformers 10. Data Patterns — Defence Electronics 11. Garware Technical Fibres — High-Performance Technical Textiles 12. Wendt India — Superabrasives 13. Poly Medicure — Medical Devices 14. Vinati Organics — Specialty Chemicals 🎯 The common thread: Niche market + specialized capabilities + entry barriers = potential long-term moat. Keep them on your watchlist and track how the business evolves. 📈

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