ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 22% YoY growth to 80.2 billion INR, driven by India and US. |
|---|---|
| Margins | EBITDA margin at 24.1%, targeting 24% despite higher specialty R&D. |
| Demand visibility | Strong traction in chronic therapies and new specialty launches in US. |
| Management confidence | High, emphasizing transition toward an innovation-led, specialty-driven business model. |
Growth
Consolidated revenue grew 22% YoY to 80.2 billion INR; EBITDA margins remained healthy at 24.1%.
Outlook
Management guides for strong double-digit revenue growth and maintained 24% EBITDA margins for FY27.
Risks
Higher operating costs from Assertio integration and Saro marketing spend may pressure short-term margins.
Last quarter's promises, checked
Delivered
- Guided 24% plus EBITDA margin → delivered 24.1% (= BEAT)
- Guided double-digit revenue growth → delivered 22% (= BEAT)
- Guided India outperformance vs IPM → delivered 20% growth (= BEAT)
Partly delivered
- Guided FY27 capex 15bn INR → current run-rate on track (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: ZYDUSLIFE. Summary written with AI assistance from the document.
Zydus Lifesciences Ltd: key numbers
- Share price
- ₹1,199.50
- Market cap
- ₹1,20,698 Cr
- Revenue (annual)
- ₹27,148 Cr
- Net profit (annual)
- ₹5,040 Cr
- P/E (TTM)
- 28.9×Sector 43.8×
- Promoter holding
- 75.01%+0.00% QoQ
- FII holding
- 7.05%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Zydus Lifesciences Ltd
All →Zydus Lifesciences Capital Structure Change
LIC sold 20,242,068 Zydus Lifesciences shares via market sale, cutting its stake from 5.21 percent to 3.18 percent. Non-promoter SAST disclosure covering 28.08.2025 to 05.11.2026.
Zydus Lifesciences Business Update
Zydus Lifesciences' subsidiary presented Phase 2b trial data for investigational saroglitazar in MASH at AASLD 2026. The drug showed higher steatohepatitis resolution than placebo, but its safety and effectiveness for this use are not yet established.
Zydus Lifesciences Earnings Call Transcript: Key Takeaways
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.
Zydus Lifesciences Results Update
Zydus Lifesciences reported Q2 FY27 revenue of Rs. 79,096 mn, up 29% y-o-y. H1 net profit was Rs. 18,859 mn, down 31%.
Zydus Lifesciences Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs 7,910 Cr (+29% YoY), EBITDA Rs 1,895 Cr at 24.0% margin, reported PAT Rs 926 Cr (-26.6% YoY). Branded India and North America drove growth; FX and D&A weighed on profit.
Zydus Lifesciences Other Announcement
Zydus Lifesciences board approved appointment of Walker Chandiok & Co LLP as statutory auditors for a five-year term. This follows mandatory rotation of outgoing auditor Deloitte Haskins and Sells LLP.