Zydus Lifesciences Ltd
NSE:ZYDUSLIFE

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Zydus Lifesciences Ltd
NSE:ZYDUSLIFE
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Price: 929.15 INR 0.45% Market Closed
Market Cap: 934.9B INR

Zydus Lifesciences Ltd
Investor Relations

Zydus Lifesciences Ltd., a resilient player in India's pharmaceutical industry, traces its origins back to 1952, when it was founded in Ahmedabad. Over the decades, it has metamorphosed from a modest venture into a global healthcare presence, with a diverse repertoire that spans across pharmaceuticals, animal health, and consumer wellness products. The company's ethos is deeply embedded in innovation, steadfastly pursuing research and development to propel its pipeline of generics, novel therapeutics, and vaccines. With a robust manufacturing infrastructure spread across continents, Zydus ensures seamless distribution and availability of its products, thereby maintaining a key foothold in both established and emerging markets.

The lifeblood of Zydus's profitability streams from its comprehensive product portfolio, catering to a myriad of therapeutic areas such as cardiology, gastroenterology, and women's health, among others. It generates revenue primarily through the sale of branded generics and active pharmaceutical ingredients (APIs). Strategic alliances and collaborations further bolster its growth trajectory, providing new avenues for market expansion and technological advancements. As the firm continues to navigate the complex landscape of global healthcare demands, it remains anchored to its core mission of delivering accessible and affordable healthcare solutions, ensuring that it not only sustains its economic pulse but also positively impacts countless lives worldwide.

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ZYDUSLIFE
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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Nov 6, 2025
AI Summary
Q2 2026

Strong Growth: The company posted robust Q2 results with consolidated revenue of INR 61.2 billion, up 17% year-on-year, and broad-based growth across US, India, and international markets.

Margin Expansion: EBITDA margin improved to 32.9% for the quarter, a 500 basis point increase YoY, with EBITDA and net profit both up 38% YoY.

US Formulations: US formulation revenues grew 14% YoY to INR 27.4 billion, driven by volume expansion and new launches, though REVLIMID sales dropped significantly from Q1.

Strategic Acquisitions: Completed acquisitions of Comfort Click (UK-based VMS digital health platform) and full ownership of Amplitude Surgical, strengthening presence in consumer wellness and medtech.

Innovation Pipeline: Positive Phase III results for saroglitazar in PBC; NDA filing planned for Q4 FY26. Multiple launches expected, including new generics and specialty products.

Stable Guidance: Management reaffirmed margin guidance (26%+ excluding acquisitions) and expects 25+ new product launches for the year.

Future Focus: Prioritizing deleveraging, maintaining financial flexibility for US specialty and international expansion, with measured approach to further acquisitions.

Key Financials
Revenue
INR 61.2 billion
EBITDA
INR 20.2 billion
EBITDA Margin
32.9%
Net Profit
INR 12.6 billion
US Formulations Revenue
INR 27.4 billion
India Branded Formulations Growth
9% YoY growth
Chronic Portfolio Contribution
44.5%
Consumer Wellness Revenue
INR 6.4 billion
International Markets Formulations Revenue
INR 7.5 billion
Earnings Call Recording
Other Earnings Calls

Management

Dr. Sharvil Pankajbhai Patel
MD & Executive Director
No Bio Available
Dr. Ganesh Narayan Nayak
COO & Executive Director
No Bio Available
Mr. Punit Patel
President & CEO of America
No Bio Available
Mr. Nitinkumar Dalsukhray Parekh
Chief Financial Officer
No Bio Available
Mr. Arvind Bothra
Head of Investor Relations
No Bio Available
Mr. Dhaval Narendra Soni
Company Secretary & Compliance Officer
No Bio Available

Contacts

Address
GUJARAT
Ahmedabad
Zydue Tower, Satellite Cross Road
Contacts
+917926868100
www.zyduslife.com