)
Zydus Wellness (531335) investor relations material
Zydus Wellness Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 FY26 saw strong double-digit revenue and volume growth, driven by organic brands, acquisitions, and continued e-commerce and quick commerce momentum.
Portfolio expansion included new launches in Nutralite Professional, Comfort Click, and international expansion of WeightWorld and RiteBite Max Protein.
Complan maintained its market share, Everyuth delivered double-digit YTD growth, and Sugar Free Green achieved its 19th consecutive quarter of double-digit growth.
Gross margin expanded significantly, supported by portfolio strength and new brand integration.
Adjusted PAT declined due to higher finance costs, amortization from acquisitions, and exceptional items.
Financial highlights
Q3 FY26 net sales grew 113.7% YoY to INR 9,633 million; food and nutrition segment up 134%, personal care down 1.4%.
Gross margin for Q3 FY26 was 63.3%, up 1561 bps YoY; EBITDA reached INR 610 million, up 312.2% YoY, with margin at 6.3%.
Net loss including exceptional items and non-cash amortization was INR 399 million; adjusted net loss (excluding exceptional items) was INR 333 million.
Consolidated revenue for the quarter was 9,633 million, up from 6,429 million YoY; consolidated net loss for the quarter was (399) million, compared to a profit of 64 million last year.
Standalone revenue from operations for the quarter was 1,526 million, up from 997 million YoY; standalone net profit for the quarter was 121 million.
Outlook and guidance
Annualized gross margin expected in the 60%-67% range, with Comfort Click being margin accretive.
Comfort Click expected to deliver double-digit top-line growth and 14%+ EBITDA margins; base business targeted to reach 16%-18% EBITDA margins over the next two years.
Management expects FY26 to be the bottom for PAT, with accretion from next year; integration synergies and margin efficiencies from acquisitions to support profitability.
Incremental growth anticipated from new product launches, geographic expansion, and seasonal opportunities in 2026.
Revenues and profits are typically skewed toward the first and last quarters due to seasonality.
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Zydus Wellness earnings date
Next Zydus Wellness earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)