MANORAMANSEManorama Industries LimitedMediumNeutral
Announced Mon, 11 May · 23:12 IST

Manorama Industries Limited has informed the Exchange regarding a revised press release dated May 11, 2026, titled "Revised Press Release".

Investor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-16.4%1-day move
₹1605.00
prior close
₹1490.00
base price
After-mkt
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-4.2-4.9-7.4-5.6-16.4-15.4-17.4-14.6-14.6-14.3-8.7-2.5+1.4
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AI summary

Manorama Industries reported exceptional FY26 results with revenue up 76.1% YoY to INR 13,577 million, EBITDA up 92.5% to INR 3,677 million, and PAT up 108.1% to INR 2,332 million. EBITDA margin expanded 230 basis points to 27.1%, while PAT margin improved 264 basis points to 17.2%. The company boosted Solvent Fractionation Plant 2 capacity by 30% through debottlenecking and announced a planned strategic capex of approximately INR 460 crores over 2-3 years for forward/backward integration, new manufacturing facilities, and a processing plant in Burkina Faso. The board declared a final dividend of INR 0.80 per share (40% of face value). A mark-to-market forex provision of INR 17.05 crore was recognized in Q4 due to adverse currency fluctuations, with cumulative MTM provision of INR 23.30 crore for FY26.

Likely market impact

The strong operational performance with margin expansion and solid cash flow (INR 259 crore operating cash flow) is positive for shareholders. The planned INR 460 crore capex signals confidence in growth but will require monitoring for funding needs and dilution. Working capital improvement to 125 days indicates better efficiency.