Manorama Industries Limited — PPTs, 26-04-2025: Investor Presentation

**Financial Highlights:** Manorama Industries reported record operational performance with a 69% YoY increase in revenue, reaching ₹771 crores for FY25. Q4 FY25 revenue surged to ₹2,328 million, demonstrating an 80% increase from the previous year. EBITDA grew by 208% YoY to ₹639 million, with a margin expansion of 1,139 bps to 27.4%. Profit After Tax (PAT) jumped 238% YoY to ₹423 million, achieving a PAT margin of 18.2%. The company declared a dividend of ₹0.60 per share.

**Strategic Initiatives and Growth Drivers:** The company has expanded its fractionation capacity and leveraged increased global demand for specialty fats and butters. Operating efficiencies are expected to improve further, contributing to a projected revenue of over ₹1,050 crores in FY26.

**Business Developments:** The company continues to innovate within the food and personal care sectors, emphasizing the development of cocoa butter equivalents and specialty fats. New global subsidiaries in Africa, UAE, and Brazil are enhancing their market presence and operational capacity.

**Market Position and Competitive Advantage:** By focusing on sustainable sourcing and developing innovative food ingredients, Manorama positions itself as a leader in specialty fats. The firm has built a robust supply chain that mitigates inflation pressures and ensures high product quality.

**Investor Implications:** With significant revenue growth and market expansion plans, Manorama Industries presents a positive outlook for investors, indicating a sustained trajectory of growth and increased shareholder value. Current financial health and strategic advancements suggest potential for long-term gains.