Manorama Industries Limited — PPTs, 17-10-2025: Investor Presentation

Manorama Industries delivered stellar financial results for the quarter and half-year ending September 30, 2025. Business performance was strong, fueled by value-added products and upgraded facilities, with exports making up 58% of H1FY26 revenue. The company leads in specialty fats like Sal & Mango butter, championing a 'waste-to-wealth' model.

Growth strategy focuses on capacity expansion and global reach. Fractionation capacity, crucial for Cocoa Butter Equivalents (CBEs), expanded to 40,000 MTPA and will grow to 52,000 MTPA in Q3 FY26. Recent developments include new ventures and partnerships in Africa and Latin America, notably a Brazilian CBE production facility starting November 2025, plus MoUs for factories in Burkina Faso and Chhattisgarh.

Key financial metrics for H1 FY26 show revenue soaring 86.4% YoY to INR 612.9 Cr. EBITDA jumped 131.5% YoY to INR 166.6 Cr (27.2% margin), and PAT surged 162.0% YoY to INR 105.5 Cr. EPS rose to INR 17.66. Returns are robust with ROCE at 49.9% and ROE at 36.9%. Management raised its annual revenue outlook to over INR 1,150 Cr, signaling strong confidence.