Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, copy of transcript of the earnings conference call held on Tuesday, May 5, 2026 ....
MARICO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Marico delivered strong FY26 performance with multi-year high revenue growth. India business volume growth improved with 95%+ portfolio gaining market share. Parachute achieved low single-digit volume growth despite 60% prior price hikes, with copra prices now corrected 35% from peak and 10% price cuts taken. Value Added Hair Oils grew volume in low 20s with 20% portfolio growth. Foods business reached INR1,000+ crores revenue. Premium Personal Care (digital-first brands) reached INR1,100+ crores ARR. International business delivered robust growth with Bangladesh at 35% Q4 growth. Management guided FY27 revenue to cross INR15,000 crores with high-teen EBITDA growth, assuming crude stabilizes. FY30 targets include INR20,000 crores revenue and mid-teen EBITDA growth.
Positive for shareholders - strong execution delivered double-digit profit growth despite input inflation. Management raised FY27 EBITDA guidance to high teens from mid-teens, expecting 300-400 bps gross margin expansion from copra tailwinds offsetting crude inflation. New digital businesses scaling with improving profitability.