Manorama Industries Ltd (NSE:MANORAMA)

Q2 2026 Manorama Industries Ltd Earnings Call Transcript

Oct 17, 2025 / 01:00 PM GMT

Release Date Price: ₹1531.1 (-0.66%)

Transcript

Key Points

Positve

Manorama Industries Ltd (BOM:541974) reported a strong 86.4% year-on-year growth in consolidated revenue for H1 FY26, reaching INR 612.9 crore.
The company achieved an EBITDA margin of 27.2% and a profit after tax margin of 17.2% for the period, indicating strong profitability.
The company revised its annual revenue guidance upwards from INR 1,050 crore to INR 1,150 crore, reflecting confidence in demand and operational scalability.
Manorama Industries Ltd (BOM:541974) is expanding its production capacity from 40,000 metric tons to 52,000 metric tons annually, which is expected to enhance productivity.
The company is making strategic progress with new ventures in West Africa and Latin America, aiming to strengthen its global footprint and supply chain efficiency.

Negative

The company faces risks and uncertainties related to forward-looking statements, which could impact future performance.
There is a planned plant maintenance shutdown in Q3 FY26, which, although carefully planned, could pose operational challenges.
The company is in advanced discussions for funding its INR 450 crore capital expenditure, indicating potential financial risks if funding is not secured.
Manorama Industries Ltd (BOM:541974) is exposed to fluctuations in cocoa butter prices, which could indirectly affect its product pricing and margins.
The company's working capital days have improved but still stand at 97 days, indicating room for further efficiency improvements.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MNOR.NS - Manorama Industries Ltd
Q2 2026 Manorama Industries Ltd Earnings Call
Oct 17, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Q2 and H1F526 earning conference call of Manorama Industries. As a reminder, all participant line will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing and 0 on your touchstone phone. I now hand the conference over to Mr. Hiral Kenya from EY.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Thank you, Daanishsh.

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