Manorama Industries Ltd
Manorama Industries Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #8 of 30 in Food Products
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The short version
Capacity expansion from 40,000 to 52,000 metric tons expected to come online by Q4 FY2025-26, enabling higher volumes. Manorama Industries expects strong growth driven by capacity expansion from 40,000 to 52,000 metric tons by Q4 FY26.
From Manorama Industries Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Capacity expansion from 40,000 to 52,000 metric tons expected to come online by Q4 FY2025-26, enabling higher volumes.
- Potential revenue at 100% utilization of 52,000 tons estimated between INR 1,800 to INR 2,000 crores (ballpark figure).
- Long-term growth driven by backward and forward integration projects, global expansions (West Africa, Latin America), and capacity increases.
- Ongoing focus on product and market diversification to open new revenue streams.
- Revised FY26 revenue guidance raised from INR 1,050 crores to INR 1,150+ crores.
- Further detailed sales and margin guidance expected in March quarter FY27.
2 more points from Manorama Industries Ltd's call on revenue
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Profitability & Margins
See what Manorama Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Manorama Industries is undertaking a significant CAPEX of approximately INR 450 crores focused on capacity expansion and supply chain control.
- Current capacity is being upgraded from 40,000 to 52,000 metric tons annually through internal accruals, with expansion expected to be live from Q4 FY '26.
- Additional backward integration projects include setting up a processing facility in Burkina Faso (West Africa) to reduce costs and improve supply chain.
- In Latin America (Brazil), the company is utilizing partner facilities for specialty fats production to scale quickly without immediate CAPEX.
- The INR 450 crore CAPEX will be funded through a mix of internal accruals, debt, and equity; financing structure is under advanced discussion.
- The project timeframe targets completion within the next 2 years.
2 more points from Manorama Industries Ltd's call on capex
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Top-ranked in Food Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Manorama Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company maintains firm contracts and order books, with contracts typically spanning 9-12 months.
- This implies a stable and current order book supporting ongoing operations.
- Management may share more detailed updates in future quarterly communications.
Manorama Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹382 Cr, net profit ₹60 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Manorama Industries Ltd's management said in earlier quarters
Others in Food Products this season
- Shivashrit Foods Ltd (Q2 FY26)
For H1 FY26, revenue from operations was ₹61.18 Cr, up 20% YoY from ₹50.79 Cr in H1 FY25 (Page 4). Key investor presentation takeaways from Shivashrit Foods's Q
- HMA Agro Industries Ltd (Q2 FY26)
Half-year revenue increased by 57% YoY, with consolidated EBITDA margin expanding from 1.48% to 6.10%. Key concall takeaways from HMA Agro Industries Ltd's Q2…
- Megastar Foods Ltd (Q2 FY26)
9,000 lakhs in Q2FY25, indicating ~53.3% YoY growth (Page 6). Key investor presentation takeaways from Megastar Foods's Q2 FY26 investor presentation — and how
- Dodla Dairy Ltd (Q2 FY26)
Value-added product sales (excluding bulk) showing positive momentum with a 22% YoY growth in Q2 FY '26. Key concall takeaways from Dodla Dairy Ltd's Q2 FY26…
Potential multibaggers · Q2 FY27
Potential multibaggers in Food Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Manorama Industries Ltd Q2 FY26 results?
Capacity expansion from 40,000 to 52,000 metric tons expected to come online by Q4 FY2025-26, enabling higher volumes. Manorama Industries expects strong growth driven by capacity expansion from 40,000 to 52,000 metric tons by Q4 FY26.
What is Manorama Industries Ltd share price analysis?
Manorama Industries Ltd currently shows a neutral. The stock trades at a P/E of 45.7 with a market cap of ₹12,065 Cr. Investors should review the full earnings analysis for detailed insights.
Is Manorama Industries Ltd planning capital expenditure?
Manorama Industries is undertaking a significant CAPEX of approximately INR 450 crores focused on capacity expansion and supply chain control.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.