Zydus Lifesciences Limited — PPTs, 25-11-2025: Investor Presentation

Zydus Lifesciences delivered strong FY25 results, with revenue hitting ₹23,241.5 Cr (up 19% YoY) and profit (PAT) at ₹4,672.6 Cr (up 17.6% YoY), reflecting a healthy 20.1% PAT margin. EBITDA stood at ₹7,058.5 Cr (30.4% margin). Growth was primarily driven by strong performances in US Formulations and International Markets, alongside solid contributions from India Formulations and Consumer Wellness.

The company's strategy focuses on innovation-led diversification, scaling its differentiated generics and specialty portfolio in the US, and expanding its presence in the innovation-led Indian market. A key growth driver is the global MedTech strategy, particularly in Orthopaedics, Cardiology, and Nephrology, alongside expanding its biosimilars and vaccines portfolio globally. Significant R&D investments are central to this.

Recent highlights include the anticipated Q1 2026 US NDA filing for Saroglitazar (PBC) and awaited China market approval for Desidustat. Zydus bolstered its MedTech capabilities with the acquisition of Amplitude Surgical and entered the digital VMS market via Comfort Click. The company also secured DCGI approval for Ujvira, the first biosimilar of TDM-1.

With a market cap of US$10.4 billion, management's outlook focuses on pipeline monetization and leveraging its broad portfolio to capture global growth opportunities, emphasizing patient-centric solutions and strategic partnerships.