ALFA Finder| Revenue growth | 62.1% for Q4 FY26; 46.4% for full year FY26. |
|---|---|
| Margins | Gross margins in line; EBITDA impacted by seasonal brand mix. |
| Demand visibility | Strong rural recovery outpacing urban; quick commerce sustaining momentum. |
| Management confidence | Positive on long-term double-digit growth and margin expansion targets. |
Growth
Q4 revenue grew 62.1%; FY26 revenue up 46.4%. International business grew 31.4% like-for-like. Net profit declined 5.8% for the quarter.
Outlook
Management targets 17-18% EBITDA margins in next two years. FY27 tax rate projected at 25% (mix of cash/deferred).
Risks
Seasonal portfolio (Glucon-D, Nycil) impacted by delayed summer and rains. High finance costs from acquisition funding.
Earnings Call filed with BSE, NSE: ZYDUSWELL. Summary written with AI assistance from the document.
Zydus Wellness Ltd: key numbers
- Share price
- ₹471.45
- Market cap
- ₹15,000 Cr
- Revenue (annual)
- ₹3,961 Cr
- Net profit (annual)
- ₹197.2 Cr
- P/E (TTM)
- 61.0×Sector 41.3×
- Promoter holding
- 69.64%+0.00% QoQ
- FII holding
- 3.57%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Zydus Wellness Ltd
All →Zydus Wellness Earnings Call Transcript: Key Takeaways
Consolidated sales rose 74.6% to ₹1,122.7 Cr, aided by the Comfort Click acquisition. Domestic grew 29.2% in Q2 but only 13.3% in H1. Management gave no Comfort Click margin figures when pressed.
Zydus Wellness Results Update
Zydus Wellness reported Q2 FY27 consolidated net sales of ₹11,227 million, up 74.6% YoY. EBITDA grew 271.7% to ₹855 million on strong brand momentum.
Zydus Wellness Investor Presentation: Key Takeaways
Q2 FY27 deck discloses no group P&L numbers. Brands report double-digit growth (Nutralite, Sugar Free, Complan, Everyuth), Max Protein EBITDA expanded, and no guidance is given.
Zydus Wellness Q2 FY27 Results: Turns Profitable, Net Profit ₹5.1 Cr
Zydus Wellness Ltd reported revenue from operations of ₹1,127 Cr (+73.2% YoY) and net profit of ₹5.1 Cr for Q2 FY27.
- Key figure
- Net profit ₹5.1 Cr
Zydus Wellness Price Movement Clarification
Zydus Wellness clarified that it received a notice from FSSAI regarding alleged misleading product claims. The company stated that its labels are factual and supported by scientific substantiation.
Zydus Wellness Other Announcement
Zydus Wellness Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI regulatory requirements.