Zydus Lifesciences Limited has informed the Exchange about Investor Presentation
ZYDUSLIFE · price
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Zydus Lifesciences reported strong Q4 FY26 results with total revenues of Rs. 75,870 million, up 16% YoY. EBITDA margin expanded to 33.7% (up 110 bps YoY) with EBITDA at Rs. 25,544 million. Net profit excluding exceptional items grew 15% to Rs. 15,929 million. Full year FY26 revenues reached Rs. 271,484 million (up 17% YoY). Key highlights include India formulations growing 15% YoY with chronic portfolio now at 46.3% of sales, North America formulations at Rs. 1,323 million with 6 new product launches, and Consumer Wellness revenues jumping 46% to Rs. 39,134 million. The company also launched India's first biosimilar of Aflibercept and world-first biosimilar of Nivolumab. Board approved a share buyback of up to Rs. 11,000 million at Rs. 1,150 per share. Signed definitive agreement to acquire US-based Assertio Holdings Inc. for $166 million.
Strong operational performance with margin expansion and robust revenue growth across all business segments. The Rs. 11,000 million buyback at 16% premium signals management confidence, while the US acquisition enhances specialty portfolio. Net debt of Rs. 43,050 million with Net Debt/EBITDA at 0.50x indicates a healthy balance sheet.