• Revenue and margin targets: Marico aims to deliver double-digit revenue growth to surpass ₹15,000 crore in revenue within two years, while delivering high-teens EBITDA growth.
• Input cost positioning: Copra represents 50% of the raw material basket and is down roughly 30%, allowing the company to remain net positive even if crude-linked inputs (20% of the basket) rise by 50%.
• Category growth outlook: Management expects low-to-mid single-digit volume growth for Parachute, double-digit growth for value-added hair oils, and 20% to 25% growth across the foods and digital businesses.
• Digital portfolio profitability: The digital portfolio has broken even overall, led by double-digit EBITDA in Beardo, with minor loss-making brands expected to reach break-even within the next 18 months.