Zydus Lifesciences Limited — PPTs, 05-02-2025: Investor Presentation

**Financial Highlights:** Zydus Lifesciences reported total revenues of ₹52,691 mn, marking a 17% year-on-year increase. The EBITDA was ₹13,876 mn with an EBITDA margin of 26.3%, reflecting a margin improvement of 180 bps YoY. Net profit came in at ₹10,235 mn, showing a strong 29.6% growth from the previous year.

**Strategic Initiatives and Growth Drivers:** The company saw robust performance in its India formulations segment, which outpaced market growth with a secondary sales increase of 8%. The Consumer Wellness division also grew in double digits, primarily due to volume growth despite a challenging market environment. Zydus completed the acquisition of Naturell (India), expanding its presence in the healthy snacking market.

**Business Developments:** Zydus filed 10 ANDAs and received approvals for 3 products. It successfully launched 5 new products in the U.S. market, including key diabetes treatment options. Additionally, the company's international markets saw a significant double-digit growth, driven by high demand.

**Market Position and Competitive Advantage:** The company is strengthening its leadership in therapeutics like oncology and nephrology while expanding its footprint across various international markets.

**Investor Implications:** Zydus presents a positive outlook with its strategic acquisitions and strong performance trends across business segments, indicating potential growth opportunities for investors.