Zydus Wellness Limited — PPTs, 30-07-2025: Investor Presentation

Here is the summary:

**1. Financial Highlights:**

Net Sales Q1 FY26 grew 2.2% YoY to Rs 857.7 Cr. EBITDA saw marginal 0.2% growth to Rs 155.6 Cr, but PAT declined 13.4% to Rs 127.9 Cr. Gross Margin softened to 54.8%. Food & Nutrition grew 3.8%, Personal Care 1.6%. Input cost trends are mixed.

**2. Strategic Initiatives & Growth Drivers:**

The company aligns with global health & wellness trends (low sugar, high protein, functional skincare). It aims to boost international revenue contribution to 8-10% in 4-5 years, focusing on accelerating core brands and scaling through distribution and potential acquisitions.

**3. Business Developments:**

The Rite Bite acquisition strengthens healthy snacking. Sugar Free Green maintained 17 quarters of double-digit growth. Glucon-D Activors rolled out nationally, and Nutralite partnered with Chef Sanjeev Kapoor for recipe content.

**4. Market Position & Competitive Advantage:**

Zydus Wellness holds strong market leadership in key categories: Sugarfree (96.1% share), Peel-off masks (77.2%), Scrubs (48.7%), and Glucon-D (58.9%). It's also #1 in protein bars/cookies.

**5. Investor Implications:**

Despite a PAT decline, strong market positions and strategic focus on health & wellness offer positive growth potential. Investors should monitor the execution of international expansion and enhanced distribution plans.