Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

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.

Highlights
Revenue growth66.7% YoY growth driven by international expansion and Complan acquisition.
MarginsEBITDA grew 55.3%; margins supported by premiumization and Complan integration.
Demand visibilityResilient demand in personal care; weather-dependent volatility in seasonal brands.
Management confidenceBalanced; 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)
Source

Earnings Call Transcript filed with NSE, NSE: ZYDUSWELL. Summary written with AI assistance from the document.

Read 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 →
18:02 IST NSE
Management Change

Zydus Wellness Management Change

Zydus Wellness Limited announced the resignation of Mr. Arijit Sengupta, Chief Marketing Officer, effective September 18, 2026.

10:45 IST NSE
Price Movement Clarification

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.

16:38 IST BSE
Other Announcement

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.

16:53 IST NSE
Annual General Meeting

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.