Manorama Industries Stock Up by More Than 8% After Good June Quarter Result

Mumbai, July 28, 2025- Shares of Manorama Industries Ltd (BSE: 541974 | NSE: MANORAMA) witnessed a surge during the early trading hours on Monday, after the company’s net profit increased by 27.3% in June quarter.

At 11:35 a.m. the stock was trading at ₹1712. 80, up by 8.63%.  Trading volume was much higher than usual. The low-high range remained between ₹ 1,637.50 and ₹ 1,744. The stock has rallied by nearly 35% over the past three months. The P/E of the stock is on the higher side (83.63) compared to the industrial average of 55.47.

The market remains open, and the stock is among the top 10 gainers on NSE.

Consolidated Financial Results Analysis

The company reported stellar Q1FY26 results with revenue surging 117% YoY to ₹2,896 Mn and 24.4% QoQ. EBITDA jumped 195% YoY to ₹790 Mn, with margins expanding 721 bps to 27.3%. PAT soared 273.5% YoY to ₹506 Mn, while EPS increased to ₹8.46 from ₹2.27 last year. Sequentially, PAT and EPS rose 19.7% despite a minor 69 bps dip in PAT margin to 17.5%, driven by enhanced capacity utilization and cost optimization.

Management Commentary

“This robust performance reflects the strong global demand for our specialty fats and butters, particularly from chocolate, confectionery, and cosmetics industries. Strategic investments in our fractionation capacity are delivering measurable efficiencies,” said Ashish Saraf, Chairman and Managing Director of Manorama Industries.

Expansion Plans

• Capacity Upgrade in H2FY26: A 30% expansion of solvent fractionation capacity is planned for the second half of FY26.
• Land Acquisition: The company acquired 20 acres adjacent to its Birkoni facility for long-term expansion and may build a seed storage godown.
• Self-Funded Capex: All growth investments are being executed through internal accruals.

About the Company

Manorama Industries Ltd, listed on both BSE and NSE, is a global leader in manufacturing Cocoa Butter Equivalents (CBEs), specialty fats, and exotic butters. Founded in 2005, it supplies customized solutions to global chocolate, confectionery, and cosmetic brands. The company operates a certified R&D center (MILCOA) and adheres to high ESG standards.

REF: https://nsearchives.nseindia.com/corporate/MANORAMA_25072025195542_signedPRmerged.pdf

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