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ZYDUSLIFE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+4.9%1-day move

₹992.00

prior close

₹1028.15

base price

In-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.6+1.0+1.2+0.1+4.9+4.5+4.7+8.0+8.6+9.1+10.6+8.1+15.8—

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AI summary

Zydus Lifesciences reported Q4 FY26 revenues of Rs. 75,870 mn, up 16% YoY, with EBITDA at Rs. 25,544 mn (33.7% margin, up 110 bps YoY). Full year FY26 revenues reached Rs. 271,484 mn (17% growth). Business segments showed strong performance: India Formulations grew 15% YoY, North America grew 5.7% YoY to Rs. 56,107 mn, International Markets surged 45% YoY, and Consumer Wellness grew 61% YoY. The Board approved a Rs. 11,000 mn share buy-back at Rs. 1,150 per share (16% premium to market). The company signed a definitive agreement to acquire US-based Assertio Holdings Inc. for US$ 166 mn to strengthen its specialty and oncology portfolio. Key launches included world's first biosimilar Tishtha (nivolumab) and India's first biosimilar Anyra (aflibercept). Net debt stood at Rs. 43,050 mn as of March 31, 2026.

Likely market impact

Strong all-round performance with margin expansion signals operational efficiency. The Rs. 11 bn buyback demonstrates confidence in intrinsic value, while the Assertio acquisition should diversify the US specialty portfolio. Higher R&D investment (9.2% of revenues) positions the company well for future growth.