Zydus Lifesciences Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementMgmt Guided Margin PressurePromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

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

+3.7%1-day move

₹1038.60

prior close

₹1049.80

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

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AI summary

Zydus Lifesciences delivered strong FY26 performance with consolidated revenues of ₹271.5 billion (up 17% YoY) and record EBITDA margin of 31.2%. Q4 saw revenues of ₹75.9 billion with EBITDA margin improving to 33.7%. Management guided for FY27 consolidated revenue growth in high teens while expecting EBITDA margins above 24% (vs 31.2% in FY26), factoring in Revlimid/Mirabegron competition and Saro launch expenses. Key developments include proposed acquisition of Assertio Holdings for oncology supportive care, Desidustat approval in China, Saroglitazar NDA filing for PBC (pending FDA acceptance), and launches of Nivolumab biosimilar and Semaglutide with Lupin/Torrent partnerships. Capex guidance for FY27 is ₹1,500 crore with R&D spending at ~8% of revenue.

Likely market impact

Strong FY26 results with margin expansion; FY27 outlook shows revenue growth momentum but margin pressure from competition and Saro commercialization costs. Net debt/EBITDA comfortable at 1x.