Zydus Wellness Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Zydus Wellness reported robust Q3 FY26 net sales growth of 113.7%, led by a 134% rise in Food & Nutrition. Consolidated EBITDA surged 312.2% to INR61 Cr, with margins expanding to 6.3%. Gross margins notably increased to 63% due to Comfort Click's inclusion. Finance costs (INR37.1 Cr) and brand amortization (INR47.2 Cr) from acquisitions led to a net loss of INR39.9 Cr. Management anticipates this FY will mark the PAT bottom, with next FY projected to be EPS accretive. Strategic focus includes expanding Comfort Click globally and doubling down on RiteBite's growth, which is now nearing double-digit EBITDA. The company remains confident in its long-term growth trajectory.