Zydus Wellness Limited has informed the Exchange about Transcript
ZYDUSWELL · price
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Zydus Wellness reported Q4 FY26 net sales growth of 62.1% with EBITDA growing 42.2% to INR 2,701 million. The international business including Comfort Click delivered 31.4% like-to-like growth while domestic business grew 1.7%. Seasonal brands declined 9.8% due to delayed summer and unseasonal rains, particularly impacting North and East regions. Skin and hair care brands grew 39.7% while food and nutrition grew 9.4%. Quick commerce now accounts for 7-8% of total business. Net profit declined 5.8% in Q4 but excluding exceptional items and brand amortization, profit grew 17%. The company launched multiple new products including Glucon-D Recharge, RiteBite RTD beverages, and Cuticolor hair color. Comfort Click (acquired 7 months ago) is already EPS accretive and expanding across European markets.
Strong overall revenue growth driven by international business and new launches, but seasonal portfolio weakness and high brand amortization are weighing on net profit. Management remains confident on operating leverage and expects margin improvement as scale builds.