Zydus Lifesciences Limited has informed the Exchange about Transcript
ZYDUSLIFE · price
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Zydus Lifesciences reported Q1 FY26 consolidated revenue of ₹65.7 billion, up 6% year-on-year, with EBITDA margin of 31.8% and net profit of ₹14.7 billion (up 3% YoY). The company has a net cash position of ₹56.3 billion as of June 30, 2025. US business delivered ₹31.8 billion (up 3% YoY), India formulations grew 9% YoY outperforming the market, and international markets surged 37% YoY to ₹7.3 billion. Key developments include completing the 85.6% stake acquisition in France-based Amplitude Surgical (MedTech), a strategic partnership with Braile Biomedica for TAVI technology, and entry into global biologics CDMO via Agenus facility acquisition. Management maintained guidance for single-digit US growth in FY26 and EBITDA margins better than 26%. Usnoflast received USFDA fast track designation for ALS, with Phase II(b) trials initiated.
Strong earnings with 31.8% EBITDA margins and a robust net cash position reinforce financial strength for shareholders. Forward-looking catalysts include FY27 US growth drivers (Ibrance generic, 505(b)(2) portfolio scaling up to 25 products), Desidustat China approval within 12 months, and MedTech expansion—likely supportive of investor sentiment, though management was cautious on specific FY27 US quantification.