Zydus Wellness Limited — PPTs, 18-03-2026: Investor Presentation

The company reported strong YTD FY26 financial results, with Net Sales growing 38.4% YoY to 2,463.9 Cr and Revenue from Operations up 37.9% to 2,476.3 Cr. Gross Contribution surged 53.8% to 1,429.1 Cr, expanding margins to 57.5%, and EBITDA increased 26.3% to 239.6 Cr. However, Adjusted PAT for YTD FY26 declined 55.1% to 76.0 Cr, primarily due to acquisition-related finance costs, amortization, and one-time exceptional items. Personal Care saw robust growth, while Food & Nutrition (excluding acquired/seasonal brands) posted strong double-digit growth.

Growth is driven by focusing on health and wellness trends through product innovations like Sugar Free Gold+ and Glucon-D Activon. The RiteBite Max Protein acquisition is outperforming expectations and margin-accretive, with Comfort Click also performing as anticipated and being cash EPS-accretive (excluding exceptional items). A loan refinancing for the Comfort Click subsidiary aims to cut interest costs. Future plans include strengthening core brands like Complan and Nycil via relaunches and expanded market reach, alongside continued international expansion.