Marico's acquired brands hit ₹2,375 cr in FY26 as premium mix nears 37%
Marico's acquired premium and digital portfolio—Cosmix (₹915 cr), Plix (₹864 cr), Beardo (₹299 cr), 4700BC (₹120 cr)—generated ₹2,375 crore in FY26. Consolidated revenue rose 26% to ₹13,611 cr; net profit up 11% to ₹1,762 cr. Premium/digital now 37% of revenue, targeting 50% by FY30 under a ₹20,000 cr Vision 2030 goal.
What happened
Marico's acquired premium and digital brands—Plix, Cosmix, 4700BC, True Elements, Beardo—generated ₹2,375 crore in FY26. Premium/digital brands now form 37% of
Key facts
- ₹2,375 crore acquired-brand FY26 revenue
- ₹13,611 crore consolidated revenue
- revenue up 26%
- net profit ₹1,762 crore up 11%
- Plix revenue ₹864 crore
- Cosmix revenue ₹915.29 crore
- 4700BC revenue ₹120 crore
- Beardo revenue ₹299 crore
- premium/digital 37% of revenue
- target 50% by FY30
- FY27 target ₹15,000 crore
- FY30 target ₹20,000 crore
- shares +2.43% at ₹860.55
Why this matters
The ₹2,375 cr acquired-brand engine—anchored by Cosmix and Plix—shows Marico's M&A playbook is delivering, making it a template for further bolt-on premium and D2C acquisitions toward the ₹20,000 cr Vision 2030 goal.
What to watch
- Quarterly EBITDA margin trajectory vs revenue growth
- Standalone vs consolidated revenue split (organic health)
- Individual acquired-brand growth rates in FY27 disclosures
- New acquisition announcements or capital raise
- Quick-commerce mix as % of digital brand sales
- Marico to increase A&P investment behind digital brands to defend quick-commerce shelf share
- Push further tuck-in acquisitions in premium wellness/personal care to fill FY30 gap
- Rationalize legacy edible-oil dependence by repositioning Saffola as wellness-premium
- Competitors (HUL, Dabur, Emami) accelerate own D2C/premium roll-outs to counter