Zydus Lifesciences Limited — PPTs, 09-02-2026: Investor Presentation

Zydus Lifesciences' Q3 FY26 saw total revenues jump 30% YoY to Rs. 6,864.5 Cr. The Pharma business grew 18%, driven by India's branded formulations (+14% YoY, outpacing the market) and robust US sales with new launches. International Markets revenue accelerated 38.2% YoY. Consumer Wellness soared 113.4% YoY, maintaining market leadership.

Growth is fueled by expanding India's chronic portfolio, significant US pipeline investments, and biosimilar initiatives including acquiring Nufymco® rights. The company also acquired two biologics manufacturing facilities in California. Recent wins include final USFDA approval for Zycubo® (Menkes disease) and a CE mark for its 'Andy' robotic surgical system. An NDA filing for Saroglitazar Magnesium is expected soon.

EBITDA rose 31% YoY to Rs. 1,816.4 Cr, with margins at 26.5%. Adjusted Net Profit was Rs. 1,110.9 Cr (+9% YoY). R&D spend was Rs. 607.4 Cr. The company continues to focus on strategic growth, innovation, and market outperformance.