Marico Limited — Investor Meet, 09-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates
Marico reported double-digit consolidated revenue growth in FY25, crossing ₹10,000 Cr, driven by strong volume recovery in India and broad overseas growth. India’s core portfolio saw temporary volume pressure, while Foods (+44% YoY in Q4) and Premium Personal Care gained share to ~22% of India revenues. Parachute delivered price hikes with volume resilience and 70 bps market share gain. The digital-first portfolio reached ₹750 Cr ARR, targeting ₹1,000 Cr in FY26. International markets grew double digits, led by Bangladesh and MENA. Higher A&P spend supported growth amid margin pressure from copra inflation, expected to ease by Q2 FY26. Management expects sustained double-digit top-line and profit growth in FY26, driven by volume recovery, premiumization, and digital traction.
