Zydus Wellness Limited has informed the Exchange about Investor Presentation
ZYDUSWELL · price
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Zydus Wellness reported Q1 FY26 results with net sales of ₹857.7 crore, up 2.2% year-on-year, while profit after tax fell 13.4% to ₹127.9 crore due to higher advertising spend and a slight dip in gross margins (54.8% vs 55.5%). The Food & Nutrition segment grew 3.8%, while Personal Care grew just 1.6% (2.2% excluding seasonal brands hit by unseasonal rains). Sugar Free retained its #1 position with 96.1% market share, gaining 109 basis points, and Sugar Free Green recorded double-digit growth for 17 straight quarters. Management highlighted that input cost inflation is expected to ease in the coming quarter, supporting margin recovery, and outlined a target to grow international revenue contribution to 8–10% over the next 4–5 years.
Mixed quarter for shareholders — topline growth was modest and PAT declined sharply despite stable EBITDA, as the company ramped up ad spending and faced weather-related headwinds. Margin recovery guidance and international expansion plans are positives, but near-term earnings momentum remains soft.