Manorama Industries Limited — Investor Meet, 22-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Manorama Industries reported strong H1 FY26 results with consolidated revenue at INR 612.9 Cr (+86.4% YoY), EBITDA of INR 156.6 Cr (27.2% margin), and PAT of INR 105.5 Cr (17.2% margin). Q2 also demonstrated robust performance. The company raised its FY26 revenue guidance to INR 1,150 Cr+. Operational updates include expanding fractionation capacity from 40,000 to 52,000 metric tons by Q4 FY26. Strategic plans feature backward integration in West Africa for raw materials and market expansion in Latin America. An estimated INR 450 Cr CAPEX is projected over two years. Management is confident in sustaining healthy margins and continued growth. Exports account for 58% of sales.