Zydus Lifesciences Limited — Investor Meet, 15-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Zydus Lifesciences reported Q3 FY26 consolidated revenue of ₹6,860 Cr (+30% YoY) and EBITDA of ₹1,820 Cr (+31% YoY), with a 26.5% margin. Adjusted net profit was ₹1,110 Cr (+9% YoY). Q4 margins are projected above 23% despite Revlimid's exit. International Markets saw 38% growth (expecting 20%+ ahead). India's branded business grew 14%, with Saroglitazar a ₹450 Cr+ franchise. Key launches include BEIZRAY (oncology specialty) and Zycubo (Menkes disease, first therapy). Ranibizumab biosimilar launch is targeted for 2H FY27. India GLP-1 launch is planned Day 1 post-IP. Management is confident in diversified growth and innovation.