Zydus Lifesciences Limited — PPTs, 12-08-2025: Investor Presentation

Here's a summary of the financial results and business updates:

**1. Financial Highlights:**

Revenue up 6% YoY to Rs. 6,573.7 Cr. Net Profit climbed 3% YoY to Rs. 1,466.8 Cr. EBITDA was Rs. 2,088.5 Cr (31.8% margin, flat YoY). Net cash surged to Rs. 5,631.2 Cr from Rs. 4,883.6 Cr.

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

India Formulations outpaced market growth, driven by chronic portfolio. Consumer Wellness saw double-digit growth (ex-seasonal) via organized trade expansion. International Markets delivered strong growth. Innovation pipeline advancing with a novel molecule in Phase II(b), new biosimilar approvals, and progress in other R&D programs.

**3. Business Developments:**

Acquired a stake in European MedTech leader Amplitude Surgical, expanding into orthopaedics. Plans to acquire US biologics manufacturing facilities, securing exclusive manufacturing and licensing for key immuno-oncology therapies.

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

Consistently outperforms in India Formulations, leading in oncology. Consumer Wellness holds dominant market shares. US Formulations continues as a top generic player by prescription, reflecting strong market presence.

**5. Investor Implications:**

Solid financial performance and robust net cash. Strategic entries into MedTech and biologics manufacturing, coupled with R&D progress, signal positive growth potential and enhanced long-term diversification.