Zydus Lifesciences Limited — Investor Meet, 27-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Zydus Lifesciences reported FY25 consolidated revenue of Rs 2324 Cr, up 19% YoY, with EBITDA rising 31% to Rs 706 Cr and net profit increasing 22% to Rs 475 Cr. Q4 revenue grew 18% to Rs 653 Cr, with EBITDA margin expanding 310 bps to 32.6%. The US business saw 24% growth led by base portfolio and new launches, while India formulations and consumer wellness outperformed with 11-17% growth. Management highlighted ongoing advanced trials for Saroglitazar and NCE Usnoflast, aiming for single-digit US growth, double-digit overall revenue growth, and ~26% EBITDA margin in FY26. Confidence remains strong in specialty launches, medical devices, and vaccines expansion.