Zydus Wellness Limited has informed the Exchange about Investor Presentation
ZYDUSWELL · price
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Zydus Wellness shared a revised investor presentation ahead of its analyst/institutional investors' conference on March 18-19, 2026. Q3 FY26 net sales surged 113.7% YoY to ₹9,633 million, boosted by the newly acquired Comfort Click business, though the company posted a loss of ₹399 million due to acquisition-related interest (~₹371 million), higher amortization (~₹472 million), and one-time exceptional items. YTD FY26 revenue rose 38.4% to ₹24,639 million, with EBITDA margin at 9.7% (vs 10.6% YoY). Gross margin expanded significantly by 483 bps YTD to 54.8%, with management highlighting that most brands recorded gross margin expansion. The RiteBite Max Protein acquisition continues to outperform internal projections, EBITDA moving from neutral to nearing double-digit. The company also refinanced its GBP loan into a Euro loan to lower interest costs and reduce currency risk.
Strong topline growth driven by acquisitions is encouraging, but bottom-line remains pressured by acquisition financing costs and amortization. Margin expansion across brands and easing of financing costs through debt refinancing are positives for medium-term profitability. Shareholders should watch for sustained margin improvement and successful integration of Comfort Click.