Marico
Logotype for Marico Limited

Marico (MARICO) investor relations material

Marico M&A announcement summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Marico Limited
M&A announcement summary13 Feb, 2026

Deal rationale and strategic fit

  • Acquisitions in India and Vietnam diversify the business into premium snacking, wellness, and beauty, leveraging digital-first consumer trends and e-commerce growth.

  • Entry into high-growth segments like gourmet snacking, plant-based nutrition, functional wellness, and premium beauty aligns with health consciousness and premiumization trends.

  • International expansion focuses on replicating digital-first models in Vietnam and the Middle East, capitalizing on high smartphone and social commerce penetration.

  • The strategy is anchored in evidence-based acquisitions, operational discipline, synergy acceleration, prudent capital allocation, and a repeatable playbook.

  • Strategic investments aim to transform the company into a digital-first, premium, and globally scalable consumer powerhouse.

Financial terms and conditions

  • Acquisitions target brands with a minimum INR 100-150 crore scale, ensuring rapid growth potential without incurring losses.

  • 4700BC acquired with an annual run rate of ₹140 Cr, targeting 3.5x growth by FY30; Cosmix at ₹100 Cr, targeting 3x growth by FY30; Candid in Vietnam projects ~₹100 Cr revenue by CY25, with 3x growth by FY30.

  • Acquired 93.27% of Zea Maize Private Limited (4700BC), 60% of Cosmix Wellness at an equity valuation of approximately ₹375 crore, and 75% of Skinetiq at an equity valuation of approximately ₹350 crore.

  • Recent deals were executed at attractive valuations, avoiding FOMO-driven premiums.

Synergies and expected cost savings

  • Operational and cost synergies are expected across GTM, CRM, data, manufacturing, supply chain, media buying, and content creation.

  • Integration with procurement, R&D, and manufacturing capabilities to uplift gross margins and accelerate market penetration.

  • Enhanced multi-channel distribution and innovation capabilities anticipated.

How will Marico leverage scale for 4700BC?
Cosmix's plan to sustain high teen EBITDA?
Skinetiq's role in Marico's global D2C strategy?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Marico earnings date

Logotype for Marico Limited
Q4 25/264 May, 2026
Marico
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Marico earnings date

Logotype for Marico Limited
Q4 25/264 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Marico Limited is an Indian multinational consumer goods company, focusing on products and services across health, beauty, and wellness categories. The company has a diverse portfolio that includes brands such as Parachute, Saffola, Hair & Care, Nihar Naturals, Livon, and many others, catering to various consumer needs from hair care and skincare to edible oils and healthy foods. The company is headquartered in Mumbai, India, and its shares are listed on the National Stock Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage