Investors are encouraged to buy shares of TVS Motor, Marico, Adani Ports, and Sobha due to their strong performance indicators such as Marico's robust food segment, TVS Motor's pricing advantage, and Adani Ports' potential growth. On the contrary, Dabur is considered a less attractive investment opportunity, with weaker earnings in Q4.
Goldman Sachs advises purchasing shares in Marico, forecasting a potential high of ₹860, affirming their confidence in the company's growth prospects.
Abneesh Roy of Nuvama identifies Marico, Tata Consumer, Nestle, and Britannia as solid FMCG investments due to their resilience against rising raw material costs, thanks to favorable pricing trends and retail expansion.
HSBC reaffirms its bullish stance on Marico, predicting a price of ₹940, due to robust volume expansion in India. Key factors contributing to this positive outlook are a 20% year-on-year growth in VAHO, recovery in the foods segment, and improving profit margins for Parachute.
Both Marico and Dabur, prominent Fast-Moving Consumer Goods (FMCG) firms, anticipate a robust single-digit growth in Q4 of the financial year 2025-26. Despite geopolitical challenges in West Asia, their domestic operations seem to be holding strong, mitigating these risks.
Marico's Indian operations demonstrate robust, high-single-digit growth, albeit slightly slower than the preceding quarter's pace.
Marico's Q4 results show a strong demand with India witnessing high-single digit volume growth. Notably, staples like Parachute and Saffola Oil continue to perform well. The international business sector also experienced impressive growth in the teens year over year.
Marico projects a gradual increase in sales volumes until FY27, indicating consistent consumer demand amidst current market conditions. The company aims to maintain a favorable long-term perspective.
Marico experiences robust global growth, with its international segment showing a high-teen increase in sales when adjusted for currency fluctuations. This surge is mainly due to resilient demand outside of India.
Marico reports a high single-digit increase in volume sales for Q4, specifically in India. The company aims to achieve double-digit growth by Fiscal Year 2027, partly due to anticipated improvements in margins as a result of lower copra prices.
Marico experienced a 1.8% increase in its share price to Rs 756.85 due to strong growth in revenue, driven by solid performance both domestically and internationally. The company's Q3 net profit for FY26 increased by 12%, reaching Rs 447 crore, while revenue grew by 26.6% year-over-year to Rs 3,537 crore.
Marico anticipates a robust Q4 performance, projecting an increase of over 10% in operating profits for the quarter.
Marico has expanded its global reach by acquiring a significant stake in Vietnamese skincare company Skinetiq, which markets popular brands like Candid and Murad. This move is expected to strengthen Marico's position in the international beauty market.
Marico has appointed Pawan Agrawal as both Group CFO and International CEO, effective from April 1, 2026. This change marks the end of Binjit Kadakapcedlikayal and Ryan Bartram's roles in their respective Strategic Management Positions under a new leadership restructuring.
Zed Lifestyle has announced plans for voluntary liquidation by 2026, with operations set to transition under Marico Ltd. The move, which has received approval from the board, shareholders, and creditors, is subject to pending regulatory approvals for completion.
Investment firm Motilal Oswal recommends purchasing shares in Marico, with the current market price at approximately Rs. 743.3 (as of April 1, 2026). This suggests a positive outlook on the company's future performance.