BSECompany Update6d ago · 13 Aug 2026, 07:20 pm

Investor Presentation with respect to Unaudited Financial Results for the Quarter ended June 30, 2026.

Manorama Industries Ltd · 541974

✦ AI Summary▲ PositiveResults

Manorama Industries Ltd has released an investor presentation for Q1FY27, highlighting its strong business model, competitive leadership, and sustainability story. The company has a niche, high-return specialty fats platform with a strong sourcing network, robust product portfolio, and a track record of long-standing global clients. The presentation also mentions the company's plans for expansion, including a proposed capex of INR 460 Cr to expand CBE and specialty fats manufacturing capacities in India and Burkina Faso.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Manorama Industries Ltd - 541974 - Announcement under Regulation 30 (LODR)-Investor Presentation

Attachments (1)

📄

d95385ba-0352-409d-b3b9-79aeb633a210.pdf

pdf

Download →
View document text
Manorama Industries Limited KHASRA No. - 2449-2610, Parswani Road, Near Birkoni Industrial Area, Mahasamund (C.G.)- 493445 August 13, 2026 To, To The Manager The Manager, Listing Department Listing Department BSE Limited (“BSE”) National Stock Exchange of India Limited (“NSE”) Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block, Dalal Street, Fort Bandra-Kurla Complex, Bandra (East), Mumbai 400 001 Mumbai 400 051 Scrip Code: 541974 Symbol: MANORAMA ISIN: INEOOVMO01036 ISIN: INEOOVMO01036 Subject: Investor Presentation Dear Sir/Madam, In reference to the above captioned subject, please find attached a copy of Investor’s Presentation with respect to Unaudited Financial Results (Both Standalone and Consolidated) for the quarter ended June 30, 2026. The same is also available on the website of the Company at https://manoramagroup.co.inf/investors- financialficorporate presentation. We request you to take the above information on record. Thanking You, Yours faithfully For Manorama Industries Limited Deepak Sharma Company Secretary & Compliance Officer Membership No: A48707 Encl: As above Corporate Office: Certifications: Registered Office: F-6, Anupam Nagar, 701,7th Floor, Bonanza Building, 150 9001, ISO 14001 & ISO 45001, Certified ‘Company Raipur-492007, Chhattisgarh, Tndia Manufacturing & Supplying different products Sahar Plaza, Complex E-mail: info@manoramagroup.co.in Certified for RSPO, Kosher, Halal (MUI), Andheri Kurla Road, Andheri Tel.: +91-771-2283071, 2282457 FEcoVadis Committed badge certified & Sedex SMETA 4-Pillar Certified Telefax: +91-771-4036958 Mumbai-400059, Maharashtra, India CIN: L15142MH2005PLC243687 A Government of India Recognized Star Export House Tel. 02249743611, 02267088148 MSME ZED GOLD WWW.Manoramagroup.co.in GSTIN: 22AAECM3726C1Z1 GSTIN-27AAECM3726C1ZR Empowering Sustainability August - 2026 Manorama Industries Limited Investor Presentation Q1FY27 Table of Contents 01 03 05 Business Model Strong The Manorama & Competitive Leadership & Story Moats Sustainability Industry Q1FY27 Appendix Tailwinds Highlights 02 04 06 Manorama Story A Niche, High – Return Specialty Fats Platform From Exotic Seeds to Global Specialty Ingredients Leadership Driving sustainable growth through end-to-end integration, global reach, and superior financial performance 39+ INR 13,667 Mn 26.4% 16.5% Countries with Revenue– FY26 EBITDA Margin – FY26 PAT Margin – FY26 Geographical Presence 39.4% 46.2% 7.4x 60:40 ROE – FY26 ROCE – FY26 Asset Turnover Export : Domestic Mix – Q1FY27 Consolidated 4 Forest to Formulation Strong Sourcing Network Robust Product Portfolio • Sal, Mango and other exotic seeds sourced • Stearin & Olein Fractions across India • MILCOA® Cocoa Butter Equivalents (CBE) • Shea nuts/Shea butters sourced from West • Other Specialty Fats & Butters for chocolate, African countries confectionery and personal care • Tribal-community collection network with strong village-level aggregation 71.4% 47,500 MTPA 2 Decades Fortune 500 FY26 - Stearin & CBE Fractionation Track record in Long – standing global Revenue Contribution Capacity – Q1FY27 specialty fats clients Core Applications: Chocolate, Confectionary and Personal Care *MTPA – Million Tonnes Per Annum 5 Five Engines of Compounding Growth 1 CBE & Specialty Fats Platform & 5 Next Phase of Expansion Unique Sourcing Ecosystem • Proposed planned INR 460 Cr capex focused on expanding • Built the business over nearly two decades with a focus on speciality fats and butters derived from exotic tree – borne CBA manufacturing, solvent fractionation and refinery oilseeds capacities in India. • Seed/Butter procurement supply chain and sourcing from • Strategic investments in Burkina Faso processing facilities will India, Africa and other countries MANORAMA strengthen backward integration, improve supply security and support long-term growth • Efficiently sources Shea nuts from West African countries ADVANTAGE Integrated, Certified & 2 Manufacturing Excellence Ready for the next 4 Robust Financial Performance phase of growth • Fully integrated manufacturing ecosystem with 47,500 MTPA • Financial track record (FY22-26: CAGR)* Revenue: 48.5% fractionation capacity EBITDA: 75.3% PAT: 76.2% • Continuous capacity expansion have strengthened operating • CARE Ratings upgrades the Company’s bank facilities from leverage, driving asset turnover to 7.4x in FY26 Global Certifications & Trusted Customer Relationships • International certifications including FSSC 22000, ISO, RSPO and Fairtrade enable access to premium global food, confectionery and personal care markets • Long-standing relationships with Fortune 500 companies, supported by customized product development and stringent quality standards 6 *Standalone Industry Tailwinds Demand Tailwinds Powering CBE & Specialty Fats Adoption Need for Heat – Stable Chocolate 1 Growing Adoption of CBE 4 Products in Tropical Regions • CBE is a trans-fat-free vegetable fat fully compatible • CBE improves heat and melt stability, helping with cocoa butter, offering similar physical and chocolates retain quality in warm climates. chemical properties • Extended shelf life and better storage performance make CBE particularly suitable for tropical markets such as India, Southeast Asia and the Middle East. Increasing Demand for Natural & 2 3 Regulatory Support Driving CBE Sustainable Cosmetic Ingredients Adoption • Shea, Sal and Mango butters are widely used in • In the European Union, India (FSSAI), and moisturisers, skincare, lip care and premium personal several other markets, manufacturers are allowed care formulations to use up to 5% CBE in the finished chocolate product while retaining the ‘chocolate’ label • Consumer preference for plant-based and naturally sourced ingredients is driving demand for specialty cosmetic oils and butters. Strong demand drivers underpin Manorama’s integrated specialty fats proposition Business Model & Competitive Moats Waste-to-Wealth Business Model 1 2 3 4 P R O C U R E E X T R A C T M A N U F A C T U R E S U P P L Y Exotic Tree-Borne Seeds Extracts & processes seeds CBE & exotic specialty fats Sells to Food, Chocolate, India · Africa at Birkoni plant & butter Confectionery & Cosmetic cos. INDIA — Sal Seed Collection AFRICA — Shea Seed Collection ▪ Nuts picked by tribals ▪ Scattered seeds in forest bed ▪ Boiling & cleaning of nuts in villages ▪ Seed collection by tribal women ▪ Deshelling and procurement via company’s network ▪ Pre-cleaning → deshelling → cleaning at village level ▪ Imports Shea nuts and shea butters from Africa ▪ Aggregation at purchase centre and shipment to Birkoni plant ▪ Shipping to India → arrives at Raipur warehouse ▪ Strong network of tribal communities & collection centres ▪ Burkina Faso processing plant will deepen backward integration • By-product monetization through de-oiled cake supports profitability RAW M ATERI ALS: India — Sal, Mango, Kokum, Mowrah, Dhupa, Phulwara, etc. · Africa — Shea nut/ Shea butters · Other Countries – PMF and others Integrated Manufacturing Dominance Fractionation Capacity 47,500 MTPA (Includes 25,000 MTPA commercialized in July 2025, plus 7,500 MTPA via debottlenecking in Mar 2026) Packing Capacity NEWLY ACQUIRED LAND FOR CAPEX 30,000 MTPA finished goods packing capability Fractionation Capacity (in TPA) 52,000 47,500 40,000 15,000 Technological Edge State-of-the-art Fractionation Facility enabling production of premium Cocoa Butter Equivalents FY22 FY25 FY26 FY27E (CBEs) and specialty fats. Capacity Expansion Driving Operating Leverage 47,500 TPA INR 1,358 Cr. 7.4x 48.5% 34.5% FY26 Fractionation FY26 Revenue* FY26 Asset Turnover* FY22 - 26 Revenue FY22 - 26 Fixed Asset Capacity CAGR* CAGR* Manufacturing Capacity Build-out (Capacity in TPA) Seed Milling Solvent Extraction Refinery Fractionation 60k 90k NIL 90k 15k 45k 15k 47.5k +30k in FY24 +90k in FY23 +30k in FY24 +32.5k in FY26 (7.5k from debottlenecking) Strong revenue expansion, supported by prudent fixe [Showing first 8,000 characters — download PDF for full document]