ALFA Finder| Revenue growth | 66.7% YoY growth driven by international expansion and Complan acquisition. |
|---|---|
| Margins | EBITDA grew 55.3%; margins supported by premiumization and Complan integration. |
| Demand visibility | Resilient demand in personal care; weather-dependent volatility in seasonal brands. |
| Management confidence | Balanced; optimistic on portfolio diversification despite seasonal brand volatility. |
Growth
Reported sales hit 14,299 million; Complan delivered 24.8% growth while organic domestic grew 4.6%.
Outlook
Management targets continued double-digit growth in international business and recovery in seasonal brand momentum.
Risks
Seasonal dependency remains a trigger; Glucon-D and Nycil struggled due to unseasonal summer rains.
Last quarter's promises, checked
Delivered
- Comfort Click EPS accretion → Delivered EPS accretive in Q4 (= BEAT)
- Everyuth double-digit growth → Delivered strong double-digit FY26 growth (= BEAT)
- Sugar Free Green 20th consecutive double-digit growth quarter → Delivered (= BEAT)
Partly delivered
- 17-18% EBITDA margin target → Reported FY26 EBITDA growth but still working toward target (= PARTIAL)
Missed
- Seasonal brand recovery → Delivered 9.8% decline in Q4 (= MISS)
Earnings Call Transcript filed with NSE, NSE: ZYDUSWELL. Summary written with AI assistance from the document.
Zydus Wellness Ltd: key numbers
- Share price
- ₹466.75
- Market cap
- ₹14,850 Cr
- Revenue (annual)
- ₹3,961 Cr
- Net profit (annual)
- ₹197.2 Cr
- P/E (TTM)
- 60.3×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.