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Earnings Call

Zydus Lifesciences Earnings Call: Key Takeaways

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.

Why this was an Alfa AlertNot a filter event. Results and guidance were strong but management indicated they 'surpassed expectations' without citing a specific prior numerical range.
Highlights
Revenue growth17% YoY for FY26; high-teens guided for FY27.
MarginsRecord 33.7% in Q4; FY27 guided at 24%+.
Demand visibilityStrong momentum in India chronic and international markets.
Management confidenceHigh; citing structural strength and innovation pipeline.

Growth

FY26 revenue grew 17% to ₹271.5bn; PAT up 15% to ₹54.6bn. Q4 revenue grew 16% YoY to ₹75.9bn.

Outlook

FY27 guidance: high-teens revenue growth and 24%+ EBITDA margins. ₹1,500cr capex planned for FY27.

Risks

Potential pricing deflation in chronic segments and increased competitive intensity in key US products like Revlimid and Mirabegron.

Source

Earnings Call filed with NSE, NSE: ZYDUSLIFE. Summary written with AI assistance from the document.

Read the document ↗

Zydus Lifesciences Ltd: key numbers

Share price
₹1,203.90
Market cap
₹1,21,141 Cr
Revenue (annual)
₹27,148 Cr
Net profit (annual)
₹5,040 Cr
P/E (TTM)
26.8×Sector 50.4×
Promoter holding
75.01%+0.01% QoQ
FII holding
6.89%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
₹55.46 Cr