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Manorama Industries Releases Audio Recording of Q3 & 9M FY26 Earnings Conference Call
Manorama Industries Limited has released the audio recording of its earnings conference call held on January 28, 2026. The call followed the announcement of the company's unaudited standalone and consolidated financial results for the third quarter and nine months ended December 31, 2025. This disclosure is part of the company's regulatory compliance under SEBI (LODR) Regulations. Investors can access the recording on the company's website to gain deeper insights into management's commentary on the latest financial performance.
Key Highlights
Earnings conference call held on January 28, 2026, following Q3 FY26 results.
Recording covers financial performance for the nine-month period ending December 31, 2025.
Audio link provided: https://manoramagroup.co.in/Earnings-call-Q3-9M-FY26.mp3.
Compliance filing under Regulation 30 of SEBI (LODR) Regulations, 2015.
💼 Action for Investors
Investors should listen to the recording to understand management's outlook on the specialty fats market and operational efficiency. No immediate trading action is required based on this routine compliance filing.
Manorama Industries Q3 PAT Surges 131% YoY; FY26 Revenue Guidance Raised to ₹1,300 Cr+
Manorama Industries delivered a stellar Q3FY26 performance with revenue growing 73.3% YoY to ₹362.5 Cr and PAT jumping 131.1% YoY to ₹68.2 Cr. Strong demand in the chocolate and cosmetics sectors has led the management to raise its FY26 revenue guidance from ₹1,150 Cr to over ₹1,300 Cr. The company also announced a massive ₹460 Cr capex plan for the next 2-3 years to expand its CBA, fractionation, and refinery capacities. EBITDA margins remained robust at 27.1%, supported by optimized utilization of newly upgraded facilities.
Key Highlights
Q3FY26 Revenue increased 73.3% YoY to ₹3,625 Mn, while PAT grew 131.1% YoY to ₹682 Mn.
Management raised FY26 revenue guidance to ₹13,000 Mn+ from the previous ₹11,500 Mn.
Approved ₹460 Cr capex for phased expansion, including a 75,000 MTPA Cocoa Butter Alternative (CBA) facility.
EBITDA margins expanded to 27.1% in Q3FY26, with 9MFY26 PAT margins reaching 17.8%.
Increasing existing fractionation capacity by 30% to reach 52,000 MTPA by the end of FY26 through debottlenecking.
💼 Action for Investors
Investors should take note of the significant guidance upgrade and the aggressive ₹460 Cr capex plan which provides high growth visibility. The company's ability to expand margins while scaling revenue makes it a strong candidate for long-term portfolios in the specialty chemicals/fats space.
Manorama Industries Q3 Net Profit Surges 137% to ₹72.27 Cr; Announces ₹460 Cr Capex Plan
Manorama Industries reported a stellar performance for Q3 FY26, with consolidated revenue growing 73% year-on-year to ₹362.54 crore. Net profit for the quarter more than doubled to ₹72.27 crore, up from ₹30.47 crore in the previous year's corresponding quarter. The company also unveiled a massive ₹460 crore capital expenditure plan to be implemented over the next 2-3 years, focusing on capacity expansion and both forward and backward integration. This includes new facilities for Cocoa Butter Alternatives and a processing factory in Burkina Faso.
Key Highlights
Consolidated Revenue from Operations grew 73.3% YoY to ₹362.54 crore in Q3 FY26.
Consolidated Net Profit increased by 137.2% YoY to ₹72.27 crore for the quarter.
Approved a ₹460 crore Capex plan for manufacturing capacity enhancement and technology upgradation.
9M FY26 Net Profit reached ₹172.46 crore, already exceeding the full-year FY25 profit of ₹109.79 crore.
Expansion includes a 75,000 MTPA CBA facility and a new 90,000 MTPA refinery manufacturing facility.
💼 Action for Investors
The company is demonstrating exceptional growth and high profitability margins. Investors should view the large capex plan as a strong signal of future growth potential, though they should monitor the funding mix and execution timelines of the new projects.