ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Zydus Lifesciences earnings call we streamed: the live audio and our summary of what management said.
Consolidated revenue ₹7,910 Cr (+29% YoY), EBITDA margin 24%, net profit ₹930 Cr. Growth partly acquisition-led. Saroglitazar launch spend is heavy and the US launch is targeted for March 2027.
Consolidated revenue ₹7,910 Cr (+29% YoY), EBITDA margin 24%, net profit ₹930 Cr. Growth partly acquisition-led. Saroglitazar launch spend is heavy and the US launch is targeted for March 2027.
FY27 EBITDA margin guided at 24%+. Net debt ₹5,200 Cr; management comfortable up to 1x net debt/EBITDA. Saroglitazar FY28 revenue not guided.
Zydus delivered robust FY27 Q1 results driven by strong India-branded formulations and U.S. generic resilience.
Zydus delivered strong Q4 FY26 results with 16% YoY revenue growth and record 33.7% EBITDA margins, driven by US specialty and India branded formulations.
Zydus delivered a record-breaking FY26 with 17% revenue growth and peak EBITDA margins of 31.2%, significantly exceeding internal expectations.
Zydus Lifesciences reported strong FY26 performance with 16% YoY revenue growth and EBITDA margins expanding to 31.2%. Strategic focus remains on US specialty/rare diseases and domestic chronic therapy leadership.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.