ALFA Finder| Revenue growth | Consolidated sales ₹1,122.7 Cr, +74.6% YoY; inorganic-boosted by Comfort Click. |
|---|---|
| Margins | Core gross margin up YoY; sequential dip; Comfort Click guided 14-15% EBITDA. |
| Demand visibility | Domestic demand steady; rural growth slightly above urban; no October trends shared. |
| Management confidence | Balanced-to-defensive; hedges with 'hopeful', 'fingers crossed'; declines margin specifics. |
Growth
Domestic +29.2% in Q2 but H1 only +13.3%; seasonal H1 -8.7%. Intl LFL +12.4%; Q2 EBITDA ₹85.5 Cr, +271.7%.
Outlook
No quantified FY27 guidance; Comfort Click H2 double-digit growth hoped, not guaranteed; 14-15% EBITDA margin steady-state.
Risks
Comfort Click slowed (analyst-cited 25%→12%); Amazon softness; inflation could dent consumption.
Last quarter's promises, checked
Delivered
- Seasonal 'positive growth on low base' (Q1 -12%) → Q2 +123.5% (= BEAT)
- Ex-summer brands 'strong double-digit' → Q2 skin/hair +37.5%, food/nutrition +25.1% (= BEAT)
Partly delivered
- Intl 'double-digit' growth (Q1 LFL +24.8%) → Q2 LFL +12.4% (= PARTIAL)
- Seasonal 'more positive note' for FY27 (Q1 -12%) → H1 seasonal -8.7% (= PARTIAL)
Missed
- Comfort Click margin expansion ('we expect') → no Comfort Click margin figures disclosed (= MISS)
Earnings Call Transcript filed with BSE, NSE: ZYDUSWELL. Summary written with AI assistance from the document.
Zydus Wellness Ltd: key numbers
- Share price
- ₹468.60
- Market cap
- ₹14,909 Cr
- Revenue (annual)
- ₹3,961 Cr
- Net profit (annual)
- ₹197.2 Cr
- P/E (TTM)
- 60.6×Sector 40.7×
- 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.
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- Key figure
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