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Zydus Lifesciences (ZYDUSLIFE) investor relations material
Zydus Lifesciences Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved robust financial performance in Q2 FY26, with consolidated revenues from operations reaching INR 61.2 billion, up 17% year-on-year, and net profit at INR 12.6 billion, a 38% YoY increase, driven by strong growth across India, US, and international markets.
Completed strategic acquisitions of ComfortClick (UK-based VMS platform) and full ownership of Amplitude Surgical, enhancing international and medtech presence.
Board approved unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, following Audit Committee recommendations.
Continued focus on innovation, specialty portfolio expansion, and global market reach, especially in the US, Europe, and emerging markets.
Consumer Wellness made its first international acquisition, expanding presence in UK, EU, and US.
Financial highlights
Consolidated revenues reached INR 61.2 billion, up 17% year-on-year; EBITDA margin improved to 32.9% (up 500 bps YoY); EBITDA at INR 20.2 billion, up 38% YoY; net profit for the quarter was INR 12.6 billion, up 38% YoY.
Consumer wellness revenues grew 31% YoY to INR 6.4 billion; international formulations up 39% YoY to INR 7.5 billion.
R&D expenses were INR 4.82 billion, 7.9% of revenues; net gain on foreign currency transactions was INR 4.14 billion.
Standalone revenue from operations for Q2 FY26: INR 28.7 billion, down from INR 29.5 billion in Q2 FY25; standalone net profit for Q2 FY26: INR 11.6 billion, up from INR 7.9 billion in Q2 FY25.
Consolidated revenue from operations for Q2 FY26: INR 61.2 billion, up from INR 52.4 billion in Q2 FY25; consolidated net profit for Q2 FY26: INR 12.6 billion, up from INR 9.1 billion in Q2 FY25.
Outlook and guidance
On track to achieve targeted top-line growth and profitability for FY26, with guidance for 25+ product launches in the US and operating margin guidance of 26%+ for the year.
Preparing to file NDA for Saroglitazar Magnesium with USFDA in Q4 FY26 after positive Phase 2/3 results; regulatory approval received to initiate Phase II clinical trials of Bivalent Typhoid Conjugate Vaccine in India.
Board and management did not provide explicit forward-looking guidance in the disclosed materials.
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