Manorama Industries Q1FY26 - The Untold Story of Specialty Fats| New CAPEX Plan Announced| Outlook?
Автор: Aakash Jha
Загружено: 2025-07-27
Просмотров: 7731
Описание:
Established in 2005, Manorama Industries manufactures cocoa butter equivalents, specialty fats, and butters. The company has a marquee client list that includes Mondelez, Nestlé, and Mars.
It has announced its Q1FY26 results, and the key highlights are as follows:
1. Sales grew 117% YOY
2. Margins improved to 27% from 20%
3. Net profit grew by more than 3x to 51 cr
Check out the previous analysis on Manorama Industries👇🏻
Business Model & Q4FY25 Concall Analysis - • Manorama Industries- Significant Improveme...
Timestamps:
00:00 - Intro
00:11 - Why I Started Tracking This Company
01:28 - Business Model
02:05 - Who Are Their Clients?
03:35 - Deep Dive Into Business Model
04:20 - Why This Business Isn’t Dependent on Cocoa Butter Prices
04:36 - Additional Benefits Of CBE
05:51 - Which Raw Materials Are Used In The Manufacturing Of CBE?
06:05 - Seeds: Their Procurement and Seasonality
06:59 - How Do They Procure These Seeds?
08:18 - Is There Any Risk to Seed Availability?
09:18 - How Do They Pay The Tribals?
09:45 - How Are Prices Set for These Seeds?
10:54 - Manufacturing Stages of CBE and Exotic Fats
13:48 - Our Expectations for Q1FY26
16:02 - Result Analysis
17:29 - 1 Possible Risk In The Balance Sheet
18:48 - Why Can't We Call These Numbers Outstanding?
20:56 - Best Parts of This Result
21:46 - Quality Of The Management
22:40 - New CAPEX Plans
24:40 - Financial Forecasting
26:01 - Forward PE & Overall Deal
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