Zim Laboratories Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ZIM Laboratories reported Q2 FY26 operating income of 88.7 Cr, a 23.6% QoQ increase. EBITDA rose to 7.8 Cr (8.8% margin), with net loss narrowing to 0.4 Cr. Pharma segment revenue grew 30.7% QoQ, offsetting a decline in Nutra due to deferred orders expected in H2. The company is actively addressing EU-GMP non-compliance, aiming for an audit by March 2026, with supplies restarting Q1/Q2 FY27. Strategic site transfers for products like Tamsulosin + Dutasteride and Dimethyl Fumarate are in progress to ensure business continuity. Management remains confident in FY26 revenues matching FY25 and targets strong growth in FY27 post regulatory clearances.