Zydus Wellness Limited has informed the Exchange about Investor Presentation
ZYDUSWELL · price
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Zydus Wellness reported strong Q4 FY26 revenue growth of 62.1% YoY to ₹14,761 million, with full-year FY26 revenue up 46.2% to ₹39,610 million. The company achieved gross margin expansion of ~1000 bps in Q4 (64.8%) and ~483 bps for FY26 (60.2%), driven by portfolio strength and newly acquired brands. EBITDA grew 42.2% YoY in Q4 to ₹2,701 million (18.2% margin). However, FY26 PAT declined 43.2% to ₹1,972 million due to brand amortization from acquisitions (₹1,174 million vs ₹64 million in FY25) and exceptional items; adjusted PAT was ₹2,380 million. Key brands performed well: Sugar Free retained 96.1% market share, Max Protein turned break-even into double-digit EBITDA margins, and international business (excl. Comfort Click) delivered high double-digit growth. Organized channel saliency reached 30% in FY26.
The company shows strong revenue growth and margin expansion, but net profit is impacted by acquisition-related amortization. The EBITDA margin of 18.2% in Q4 and portfolio innovations signal operational strength despite headwinds from brand amortization costs.