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Marico Limited (MARICO) Fair Value & Analysis

Consumer Defensive · IN · Market cap ₹1.1T (≈ $11.7B) · ISIN INE196A01026

What is Marico Limited really worth?

ML Marico Limited MARICO · NSE
Price₹815.15
Fair Value₹233.05
Upside−71.4%
Quality72/100

A solid business, but trading 250% above our fair value of ₹233.05.

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Strengths

Healthy Growth (revenue 5y +11.2 %/yr)
Solidly profitable · 13.0% net margin
Low debt · generates free cash flow
Ranks above peers (9/15)
Wide moat 72/100

Risks

!Weak on dividend: 10 out of 100

For context

·0.49% dividend yield
Evidence: High Range ₹159.55 – ₹323.96

Fair value as of: Aug 19, 2026

From 26 valuation models · updated 16 days ago

Share price −4.3% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • A high-quality business (quality 72/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (₹323.96). The favourable scenario is already priced in.
  • A fairly wide model range (₹159.55 to ₹323.96) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

₹885.35 ₹432.21 Fair Value ₹233.05 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.

How to read this chart

60‑month range ₹432.21 – ₹885.35 · fair‑value band ₹159.55 – ₹323.96 · the ₹815.15 price screens above the ₹233.05 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.

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Analysis

Marico Limited (MARICO) currently trades at ₹815.15, while our model-based Fair Value estimate is ₹233.05, implying the stock looks roughly 249.8% overvalued today. The Quality Score stands at 72/100 (solid quality), in the Consumer Defensive sector. Bull case: the DCF Models group reads highest at a median of ₹296.53 per share, and 0 of the 26 models we run sit above the ₹815.15 price. Bear case: the Dividend Discount group reads lowest at ₹120.53, and 26 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Marico Limited generated revenue of ₹136B at a net margin of 13.0%. Revenue grew 22.1% year over year. It earns a return on equity of 41.4%. Net debt stands at ₹640M. Fundamentals as of Aug 19, 2026

Our scenario range runs from ₹159.55 (bear case) to ₹323.96 (bull case); at ₹815.15, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 4% below its 52-week high and 21% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at −36% fair-value upside, at −71%, MARICO screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹4.11 per share, which is 1.8 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence ₹184.93 ₹333.81 ₹600.54 77
Growth DCF ₹184.79 ₹325.57 ₹576.62 75
5Y EBITDA Exit ₹171.25 ₹296.53 ₹451.74 74
All 26 models by family
DCF Models
FCF DCF best evidence ₹184.93 ₹333.81 ₹600.54 77
Owner Earnings ₹173.87 ₹313.65 ₹564.10 73
5Y Revenue Exit ₹135.08 ₹222.87 ₹339.67 71
5Y EBITDA Exit ₹171.25 ₹296.53 ₹451.74 74
5Y P/E Exit ₹196.00 ₹346.93 ₹517.90 69
10Y Revenue Exit ₹146.14 ₹235.71 ₹368.28 66
10Y EBITDA Exit ₹174.44 ₹290.55 ₹463.14 67
10Y P/E Exit ₹191.13 ₹328.07 ₹519.14 62
Earnings-Based
Graham-Dodd ₹92.46 ₹410.28 ₹561.89 64
Lynch FV ₹106.41 ₹152.01 ₹197.62 61
PEG = 1.0 ₹106.41 ₹152.01 ₹197.62 57
EPV ₹132.06 ₹154.69 ₹174.81 74
Dividend Discount
Gordon GGM ₹67.40 ₹147.14 ₹247.57 65
DDM Multi-Stage ₹67.40 ₹120.53 ₹153.35 66
Multiples
P/E Multiple ₹214.15 ₹285.53 ₹356.92 63
P/S Multiple ₹126.04 ₹168.05 ₹210.06 58
P/B Multiple ₹134.01 ₹178.68 ₹223.35 55
EV/EBIT ₹212.98 ₹282.70 ₹352.43 66
EV/EBITDA ₹178.96 ₹237.34 ₹295.73 67
EV/Revenue ₹114.09 ₹161.35 ₹208.62 54
Asset-Based
NCAV (Graham) ₹16.24 ₹21.77 ₹32.49 54
Growth DCF
Growth DCF ₹184.79 ₹325.57 ₹576.62 75
Rev-Margin DCF ₹135.08 ₹221.82 ₹332.51 72
Economic Profit
Residual Income ₹98.15 ₹131.01 ₹1,104 64
ROIC Compounder ₹144.50 ₹185.38 ₹234.12 72
Growth Earnings
Growth-Adj P/E ₹174.44 ₹249.20 ₹323.96 67

Widest divergence: DCF Models (₹296.53) versus Asset-Based (₹21.77). Highest evidence: FCF DCF (77).

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Key figures & financial health

P/E ratio 59.8
P/S ratio 7.75 P/E × margin
EPS (TTM) ₹13.62 price ÷ EPS = P/E 59.8
Dividend yield 0.5% payout 29.4%
Net margin 12.9% FY2026
Return on equity 41.4% TTM
More key figures
Profitability
Return on assets (EBIT) 24.1% avg 5y
Operating margin 13.8% TTM
Growth
Revenue (TTM) ₹136B TTM
Revenue growth (YoY) +22.1% 3y avg +12.0%
EPS growth (YoY) +14.5%
Balance sheet & cash flow
Free cash flow ₹17.5B FY2026
Net debt ₹640M FY2026 · ≈ 0.0 yrs of FCF

Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 72/100

Of which business quality 72 · Market factors (momentum, volatility) 65

Profitability 89
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 61
Earnings quality: real cash, not paper profit
Fin. Strength 74
Balance sheet, leverage, solvency risk
Investment 72
Disciplined investing over empire-building
Low Volatility 97
Calm price path (market factor)
Momentum 48
Price trend over the last 3–12 months (market factor)
52W Momentum 57
Distance to the 52-week high (market factor)
Net Issuance 83
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Marico Limited, together with its subsidiaries, manufactures and sells branded consumer products in India, Bangladesh, Vietnam, and internationally.

Full company description

Marico Limited, together with its subsidiaries, manufactures and sells branded consumer products in India, Bangladesh, Vietnam, and internationally. It offers coconut oils, refined edible oils, hair oils, anti-lice treatments, fabric care, functional and other processed food, hair creams and gels, hair serums, shampoos, shower gels, shower gels, hair relaxers and straighteners, deodorants, female personal care, baby care, skin care, male grooming and hair styling, packaged food, health care, and hygiene products, as well as conditioners. The company markets its products under the Parachute, Saffola, Saffola FITTIFY, Hair & Care, Parachute Advansed, Nihar Naturals, Mediker, Pure Sense, Coco Soul, Revive, Set Wet, Livon, Just Herbs, True Elements, Beardo, and Plix brand names in India; and under the Parachute, Parachute Advansed, HairCode, Fiancée, Purité de Prôvence, Ôliv, Lashe', Caivil, Hercules, Black Chic, Code 10, Ingwe, X-Men, Studio X, Thuan Phat and Isoplus brand names internationally. It sells its products through distribution network, including regional offices, carrying and forwarding agents, redistribution centers, and distributors. Marico Limited was incorporated in 1988 and is headquartered in Mumbai, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Marico Limited reported revenue of ₹136B in FY2026 versus ₹94.5B in FY2022, a compound +9.5%/yr. Reported net income was ₹17.6B in FY2026, compounding +9.5%/yr from FY2022.

Growth Quality 94/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹136B
Latest YoY
+26.8%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+12.0%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.2%
Avg. revenue growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+13.2%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+9.0% (8.5 + 0.5)
Revenue +9.5%/yr
FY22 ₹94.5B
FY23 ₹96.9B
FY24 ₹95.7B
FY25 ₹107B
FY26 ₹136B
Net income +9.5%/yr
FY22 ₹12.3B
FY23 ₹13.0B
FY24 ₹14.8B
FY25 ₹16.3B
FY26 ₹17.6B
Character of growth · EPS growth decomposed (2015-2026) +9.8 % p.a.
Revenue per share +7.5 %

of which total revenue +7.5 % · buybacks/dilution −0.1 %

EBIT margin +0.6 %
Tax rate +1.2 %
Residual (interest, one-offs) +0.4 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

MARICO screens 250% overvalued. Compare with L'Oréal S.A →

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Cite: Fair Value Calculator (2026). "Marico Limited Fair Value". https://www.fairvalue-calculator.com/stock/MARICO

Peer Group

Household & Personal Products · 244 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 72 · Top 25%
Fair Value upside −71% · Bottom 25%
Return on equity (TTM) 41% · Top 25%
Return on assets 14% · Top 25%
Net margin (TTM) 13% · Top 25%
Operating margin (TTM) 14% · Above median
Revenue growth 22% · Top 25%
Dividend yield (TTM) 0.5% · Bottom 25%

Valuation Multiples vs Household & Personal Products median · lower = cheaper

P/E (TTM) 59.8× · Pricier than 75% of peers
P/B 26.24× · Pricier than 75% of peers
P/S (TTM) 8.12× · Pricier than 75% of peers
P/FCF 0.7× · Cheaper than median
EV/EBITDA 47.2× · Pricier than 75% of peers
PEG 1.02× · Cheaper than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 28
FUTURE100 · sector 8
PAST100 · sector 27
HEALTH100 · sector 98
DIVIDEND10 · sector 56

VALUE 0: the price sits above our fair-value range.

Insider activity: 35/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).

Stock Price Fair Value vs Fair Value
L'Oréal S.A LORL C$24.76 C$22.64 −9%
Unilever PLC UNA €55.92 €40.47 −28%
Colgate-Palmolive Company CL $90.75 $55.28 −39%
500696 500696 ₹2,093 ₹641.55 −69%
Hindustan Unilever Limited HINDUNILVR ₹2,015 ₹789.46 −61%
Kenvue Inc KVUE $18.95 $10.97 −42%
Kimberly-Clark Corporation KMB $109.55 $79.71 −27%
Henkel AG HEN3 €75.82 €85.95 +13%
The Estée Lauder Companies Inc ESLA €86.54 €18.84 −78%
Church & Dwight Co CHD $101.26 $65.12 −36%

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Frequently asked questions

Is Marico Limited (MARICO) overvalued or undervalued?
As of Aug 19, 2026, our model estimates a fair value of ₹233.05 versus a price of ₹815.15, about −71% upside (overvalued).
What is the fair value of MARICO?
Our model-based fair value for Marico Limited is ₹233.05 (as of Aug 19, 2026), built from audited fundamentals. The current price: ₹815.15.
What is the quality score of MARICO?
Marico Limited has a Quality Score of 72/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Marico Limited (MARICO)?
Marico Limited reported trailing-twelve-month revenue of about ₹136B (latest available figure, as of Aug 19, 2026).
What is the net profit margin of MARICO?
The net profit margin of Marico Limited is about 13.0%, meaning it keeps roughly 13.0% of revenue as net income. Based on the latest reported figures.
Does Marico Limited pay a dividend?
Marico Limited currently shows a dividend yield of about 0.49% relative to its recent price (as of Aug 19, 2026).
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