| Revenue growth | Double-digit in Sugar Free, Everyuth, and Nutralite portfolios. |
|---|---|
| Margins | EBITDA expansion in protein snacking; input costs managed through disciplined pricing. |
| Demand visibility | Strong in Q-commerce and e-commerce; premiumization trend driving higher-value shifts. |
| Management confidence | High; citing market leadership and outperforming category growth in most brands. |
Growth
Sugar Free and Everyuth delivered double-digit growth. Everyuth moved from 5th to 4th rank in facial cleansing with 8.2% market share.
Outlook
Focus on scaling 'RiteBite Max Protein' and 'Complan NutriGro'. Strategic expansion into UK via Comfort Click Limited acquisition.
Risks
Unseasonal rainfall in North and East India impacted seasonal demand for Glucon-D and Nycil. Divergent commodity costs managed via pricing.
Last quarter's promises, checked
Delivered
- Guided double-digit growth for Everyuth → delivered double-digit growth (= BEAT)
- Guided market share expansion for Sugar Free → delivered 24 bps expansion (= BEAT)
- Guided EPS accretion for Comfort Click in Q4 → delivered EPS accretive (= BEAT)
Partly delivered
- Guided recovery in seasonal portfolio from May → delivered weather-related headwinds in Q1 (= PARTIAL)
Missed
- Guided double-digit growth for seasonal brands → delivered 9.8% decline (= MISS)
- Guided EBITDA margin of 17-18% → delivered lower than aspiration (= MISS)
Investor Presentation 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
All →Zydus Wellness Management Change
Zydus Wellness Limited announced the resignation of Mr. Arijit Sengupta, Chief Marketing Officer, effective September 18, 2026.
Zydus Wellness Price Movement Clarification
Zydus Wellness clarified to NSE that the spurt in volume is purely market-driven with no undisclosed information. The company confirmed all Reg 30 disclosures have been made.
Zydus Wellness Other Announcement
Zydus Wellness Ltd has received an ESG score of 71.7 from SES ESG Research Pvt. Ltd., improving from the previous score of 70.
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 Q1 FY27 Results: Net Profit ₹118.9 Cr, Down 7.0% YoY
Zydus Wellness Ltd reported revenue from operations of ₹1,437 Cr (+66.9% YoY) and net profit of ₹118.9 Cr (-7.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹118.9 Cr · -7.0% YoY