MANORAMA

Track this name

Manorama Industries Limited

Fast Moving Consumer GoodsOther Food ProductsSmall cap

Track this name

The storySpecialty fats expansion

The specialty fats build-out in India and Africa is the story; the latest quarter's momentum cooled from a hot print, though the market still prices it about right.

Overall read

7.1/10

Priced for it

The three reads · this quarter

The standing reads · change less often

Moat

No moat read published yet.

Key variables

3 tracked

lead: Capacity utilization (Fractionation)

Utilization has remained high post-expansion, indicating strong demand absorption and efficient ramp-up of new capacity.

Walk the talk

Not enough tracked guidance to grade yet.

MANORAMA

Track this name

Manorama Industries Limited

Fast Moving Consumer GoodsOther Food ProductsSmall cap

Track this name

The storySpecialty fats expansion

The specialty fats build-out in India and Africa is the story; the latest quarter's momentum cooled from a hot print, though the market still prices it about right.

Overall read

7.1/10

Priced for it

The three reads · this quarter

MANORAMA

Track this name

Manorama Industries Limited

Fast Moving Consumer GoodsOther Food ProductsSmall cap

Track this name

The storySpecialty fats expansion

The specialty fats build-out in India and Africa is the story; the latest quarter's momentum cooled from a hot print, though the market still prices it about right.

Overall read

7.1/10

Priced for it

Where it sits

#18/146TOP 12%

Where it sits

The three reads · this quarter

Moat

No moat read published yet.

Key variables

3 tracked

lead: Capacity utilization (Fractionation)

Utilization has remained high post-expansion, indicating strong demand absorption and efficient ramp-up of new capacity.

Walk the talk

Not enough tracked guidance to grade yet.

Growth readStrongbase 25-30% · Rank 29/100

Manorama Industries is executing a INR 460 crore capex plan to add 75,000 TPA fractionation and 90,000 TPA refinery capacity by FY28, significantly expanding its production base.

bear <20%base 25-30%bull >35%

3.0PRICEY

Valuation readExpensivepriced 2 days ago

In line with its own history — but the price leans on growth above its base case.

P/E vs own history · in-lineEV/EBITDA vs own history · in-line