Markets and sells packaged consumer health and wellness products across food, nutrition, and personal care categories in India, and runs an international vitamins, minerals and supplements (VMS) business added in FY26. The domestic portfolio spans sugar substitutes (Sugar Free), health drinks (Glucon-D), nutrition bars (RiteBite), and skincare (Everyuth), sold through general trade, modern retail and quick commerce channels, with quick commerce now 7-8% of total business and organized retail accounting for 30% of domestic sales. In Q4 FY26, domestic skin and hair care grew 39.7% and food and nutrition grew 9.4%, while seasonal brands declined 9.8% on delayed summer and weak wholesale pipelines. The international business operates through Comfort Click Limited in the UK, acquired for GBP 242 million, selling VMS brands WeightWorld, Maxmedix and Animigo online in a European VMS market management sizes at over €11 billion; Comfort Click became EPS-accretive within seven months of acquisition. Overall, raw materials and packaging at 30.6% of FY26 revenue and other operating expenses at 39.7% are the largest cost items, with EBITDA margin of 12.0% on ₹3,961 crore of FY26 sales. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Domestic packaged FMCG, International VMS (Comfort Click). Brand-led FMCG in packaged food, nutrition and personal care, with a newly acquired international VMS arm.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 2,009 | 2,255 | 2,328 | 2,709 | 3,961 |
| EBITDA (ex other income) | 345 | 327 | 294 | 386 | 469 |
| margin % | 17.2 | 14.5 | 12.6 | 14.2 | 11.8 |
| Owners' profit | 308 | 310 | 267 | 347 | 197 |
| EPS, as reported (₹) | 48.54 | 48.78 | 41.94 | 54.52 | 6.20 |
| ROE % · ROCE % | 6.4 · 6.7 | 6.1 · 6.0 | 5.0 · 5.3 | 6.1 · 6.5 | 3.4 · 3.4 |
| Debt / equity (x) | 0.08 | 0.06 | 0.06 | 0.03 | 0.55 |
| Cash from operations | 237 | 92 | 246 | 380 | 226 |
| Capex | (75) | (45) | (29) | (66) | (102) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 493 | 462 | 913 | 861 | 651 | 965 | 1,485 | 1,437 |
| Profit before tax | 24 | 10 | 173 | 145 | (51) | (42) | 177 | 162 |
| Net profit | 21 | 6 | 172 | 128 | (53) | (40) | 162 | 119 |
| EPS (₹) | 3.28 | 1.01 | 27.01 | 20.10 | (1.66) | (1.25) | 5.09 | 3.74 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| NESTLE INDIA LIMITED | 2,66,742 | 70.0 | 51.72 | 48.5 | 67.9 | 54.7 | — | 24.4 |
| BRITANNIA INDUSTRIES LTD | 1,19,535 | 45.9 | 23.27 | 32.0 | 49.4 | 59.8 | 7.8 | 18.0 |
| ZYDUS WELLNESS LIMITED ◆ | 17,452 | 92.7 | 3.00 | 43.2 | 3.4 | 2.4 | 16.2 | 17.1 |
| BIKAJI FOODS INTERN LTD | 13,784 | 53.3 | 8.07 | 30.5 | 14.9 | 18.3 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 8 Sept 2026 · Clarification on unusual trading volume in shares | regulatory legal | medium | — | — |
| 8 Sept 2026 · BSE seeks clarification from Zydus Wellness on volume movement | compliance | minimal | — | — |
| 7 Sept 2026 · NSE seeks clarification on unusual volume in Zydus Wellness | regulatory legal | high | — | — |
| 3 Sept 2026 · Zydus Wellness gets ESG score of 71.7 from SES, up from 70 | business updates | medium | — | — |
| 2 Sept 2026 · Zydus Wellness to attend Anand Rathi G-200 Summit 2026 | board shareholder meetings | low | — | — |
| 2 Sept 2026 · Zydus Wellness 32nd AGM: Revenue up 46%, Comfort Click acquisition discussed | investor communications | medium | — | — |
| 2 Sept 2026 · Zydus Wellness 32nd AGM transcript filed; dividend Rs 1.20 | investor communications | medium | — | — |
| 1 Sept 2026 · Zydus Wellness appoints Kapil Sharma as Chief Revenue Officer | management changes | medium | — | — |
| 1 Sept 2026 · Zydus Wellness appoints Kapil Sharma as Chief Revenue Officer | management changes | medium | — | — |
| 24 Aug 2026 · Promoter group share transmission at Zydus Wellness | ownership changes | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| — |
| 15.3 |
| BOMBAY BURMAH TRADING COR | 9,974 | 7.7 | 1.04 | 2.8 | 26.0 | 33.5 | 7.8 | 17.7 |
| MRS BECTORS FOOD SPE LTD | 7,452 | 25.3 | 5.86 | 26.1 | 11.1 | 13.1 | 18.3 | 14.7 |
| GOPAL SNACKS LIMITED | 3,225 | 38.4 | 6.74 | — | 15.4 | 19.4 | — | 7.6 |
| ADF FOODS LIMITED | 2,968 | 32.3 | 5.19 | 20.2 | 15.7 | 18.8 | 13.1 | 18.4 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 92.7 | 31.1 | 35 of 40 | 13% |
| P/B | 3.0 | 3.0 | 17 of 34 | 52% |
| ROCE | 2.4 | 7.0 | 29 of 41 | 30% |
| ROE | 3.4 | 7.7 | 24 of 36 | 34% |
| Debt / Equity | 0.6 | 0.1 | 31 of 36 | 14% |
| EBITDA margin | 17.1 | 9.9 | 7 of 33 | 81% |
| Revenue growth | 66.9 | 14.1 | 8 of 36 | 80% |
| Profit growth | (7.0) | 14.1 | 26 of 33 | 22% |
| Market cap | 17452 | 91 | 3 of 43 | 95% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
