MANORAMABSEManorama Industries LtdMediumNeutral
Announced Mon, 11 May · 23:13 IST

Revised Press Release dated May 11, 2026

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF

MANORAMA · price

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Price reaction · full curve 14 horizons · vs prior close
-16.4%1-day move
₹1605.00
prior close
₹1490.00
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After-mkt
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AI summary

Manorama Industries reported exceptional FY26 results with revenue growing 76.1% YoY to INR 13,577 million, EBITDA rising 92.5% to INR 3,677 million, and PAT surging 108.1% to INR 2,332 million. The company expanded EBITDA margins by 230 basis points to 27.1% and PAT margins by 264 basis points to 17.2%. Q4 performance showed strong sequential and year-on-year growth across all metrics. The company boosted its solvent fractionation plant capacity by 30% through debottlenecking and announced planned strategic capex of approximately INR 460 crores over 2-3 years. Operating cash flow remained healthy at INR 259 crores, though the company recorded a net forex loss of INR 7.58 crore in Q4 due to adverse currency fluctuations and MTM provisions totaling INR 23.30 crore for the full year. The board declared a dividend of INR 0.80 per share.

Likely market impact

The significantly above-20% revenue and above-25% PAT growth, combined with margin expansion, indicates strong operational performance and is likely positive for the stock. The planned capital expenditure for capacity expansion supports future growth prospects, though investors should monitor the forex hedging provisions.