Marico Limited — Cyborg Score 7/10

Strong
Consumer Goods & FMCG

Strategic Profile

Marico sells its products through brands such as Parachute, Parachute Advansed, Nihar, Nihar Naturals, Saffola, Hair & Care, Livon, Set Wet, Mediker, and Revive. Geographically, the company has two segments; India which derives key revenue; and International. The company is pursuing strategic acquisitions including recent deals in D2C wellness brands to expand its portfolio.

Cyborg Score Rationale

Marico reported a 12.03% increase in consolidated net profit to Rs 447 crore in Q3 FY26, compared with Rs 399 crore in Q3 FY25. The company maintains strong profitability with healthy EBITDA margins and continues strategic acquisitions. However, valuation appears elevated relative to market conditions.

Top Insights

  • Recent acquisition of 93.27% of 4700BC brand from PVR INOX strengthens premium snacking portfolio
  • Q3 FY26 net profit growth of 12% driven by strong revenue growth and operational efficiency
  • Dividend yield of 1.36-1.61% with consistent payouts reflecting shareholder-friendly capital allocation
  • PE ratio of 48.22 (TTM) indicates premium valuation relative to sector peers

Named Competitors

  • Parachute — Leading coconut oil and hair care brand
  • Saffola — Premium refined edible oils and health foods
  • Clinique — Premium skincare and beauty products
  • HUL Beauty — Diversified beauty and personal care

Recent Developments

  • (February 2026) Acquisition of 60% stake in D2C wellness brand Cosmix for Rs 226 crore
  • (December 2025) Completed acquisition of 93.27% of Zea Maize (4700BC brand) from PVR INOX
  • (January 2026) Q3 FY26 results showed 12.03% net profit growth to Rs 447 crore

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