| Revenue growth | 62.1% YoY revenue growth, largely driven by international acquisitions. |
|---|---|
| Margins | EBITDA grew 42.2% YoY; gross margins improved via international portfolio. |
| Demand visibility | Steady rural demand recovery outpacing gradual urban market improvements. |
| Management confidence | Confident in international scaling but cautious regarding domestic weather sensitivity. |
Growth
Domestic business grew only 1.7%, while the international segment, boosted by acquisitions, saw 31.4% like-for-like growth.
Outlook
Targeting 17-18% EBITDA margins within two years; Comfort Click expected to be EPS accretive by FY27.
Risks
Seasonal brand volatility remains high due to weather patterns; high debt from GBP-denominated loans impacts profitability.
Earnings Call filed with NSE, NSE: ZYDUSWELL. Summary written with AI assistance from the document.
Zydus Wellness Ltd: key numbers
- Share price
- ₹520.60
- Market cap
- ₹16,563 Cr
- Revenue (annual)
- ₹3,961 Cr
- Net profit (annual)
- ₹197.2 Cr
- P/E (TTM)
- 88.0×Sector 43.4×
- Promoter holding
- 69.64%+0.01% QoQ
- FII holding
- 3.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Zydus Wellness Ltd
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Zydus Wellness Other Announcement
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Zydus Wellness Annual General Meeting
Zydus Wellness Limited has filed the transcript of its 32nd Annual General Meeting held on August 4, 2026. This document records the proceedings of the meeting.
Zydus Wellness Earnings Call Transcript: Key Takeaways
Zydus reported 66.7% revenue growth, heavily distorted by the Complan (ComfortClick) acquisition. Organic performance was mixed as seasonal brands faced weather headwinds while personal care and international segments showed strong double-digit momentum.
Zydus Wellness Investor Presentation: Key Takeaways
Zydus Wellness Q1 FY27 earnings presentation highlights strong double-digit growth in core portfolios like Sugar Free and Everyuth, despite weather-related headwinds impacting seasonal brands like Glucon-D and Nycil.