Marico’s Digital Brands Hits ₹1,000 Crore in Annual Recurring Revenue

Marico’s digital portfolio, comprising Beardo, True Elements, Just Herbs and Plix, has crossed ₹1,000 crore in annual recurring revenue. The company expects its food and premium personal care categories to contribute 25% of India revenue over the next three years.  

Beardo has moved close to profitability with double-digit EBITDA, while Plix has reached break-even. True Elements and Just Herbs are targeted to break even within the next 18 months as Marico continues to pursue its goal of achieving 2.5x of FY24 ARR and 10% EBITDA by FY27. 

Performance of Key Brands and Profitability Goals 

Marico’s food business, led by Saffola and Coco Soul, has also crossed ₹1,000 crore in ARR and is expected to deliver growth above 20% by Q4, extending into the next fiscal quarter. Over the past 2 years, Marico has improved gross margins in this segment by 1,000 basis points.  

The company aims for stronger profitability across its diversified portfolio, emphasising scale as a key driver. Meanwhile, core brands are expected to regain momentum next year, with Parachute projected to return to growth as pricing stabilises. Value-added hair oils have shown a strong turnaround and are anticipated to post double-digit growth over the next two quarters. 

Market Conditions and Financial Performance 

As per the news reports, the company’s leadership said that the urban demand has improved, inflation has moderated, and the overall consumer environment is gradually strengthening, with rural markets remaining stable. Marico believes the recent GST reduction will further support consumption.  

In the September quarter, the company reported consolidated net profit of ₹432 crore, a marginal decline due to a high base and commodity inflation, while revenue rose 30.7% to ₹3,482 crore. This growth was supported by 7% volume expansion in India and 20% constant currency growth in its international business. Having crossed ₹10,000 crore in annual revenue in FY25, Marico is targeting ₹20,000 crore by 2030. 

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Marico Share Price Performance  

As of November 24, 2025, at 1:55 PM, Marico Ltd share price is trading at ₹736.25 per share, reflecting a decline of 0.49% from the previous closing price. 

Conclusion 

Marico’s expanding digital and food portfolios, improving profitability and stronger category momentum underline its long-term growth strategy. With rising demand and a clearer operating environment, the company is positioning itself to meet its revenue ambition for the coming decade. 

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