Zydus Wellness Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Zydus Wellness reported Q1 FY26 consolidated net sales of Rs 857.7 Cr (up 2.2%) and EBITDA of Rs 155.6 Cr (up 0.2%). PAT declined 13.4% due to non-cash items like amortization. While seasonal brands were impacted by early monsoons, the non-seasonal portfolio, including Rite Bite and EverYuth, showed strong double-digit growth. Management is confident of achieving structural double-digit revenue growth over the next 2-3 years, driven by innovation, distribution expansion, and margin improvements by enhancing core products and extending strong brands into new spaces.