Zydus Lifesciences Limited — PPTs, 19-05-2026: Investor Presentation

Zydus Lifesciences had a strong Q4 FY26, with total revenues jumping 16% YoY to 7,587 Cr. India's branded formulations outperformed the market with 15% YoY growth, while International Markets accelerated 45% YoY. North America formulations, though down 6% YoY, saw sequential improvement driven by new launches and its rare disease portfolio. Consumer Wellness surged 61% YoY, maintaining domestic leadership and boosted by robust international business.

Growth strategy focuses on expanding India's chronic portfolio, which now contributes 46.3% of sales. The company is boosting its North American pipeline and strengthening its global footprint via the US$166mn acquisition of Assertio Holdings Inc.

Recent highlights include launching Tishtha™ (world's first Nivolumab biosimilar) and Anyra™ (India's first Aflibercept biosimilar). Desidustat received Chinese approval for renal anemia and USFDA orphan drug status for sickle cell disease, showcasing R&D progress.

Key financials: Q4 EBITDA soared 20% YoY to 2,554.4 Cr (33.7% margin). Net Profit ex-exceptionals grew 15% YoY to 1,592.9 Cr. Net Debt is 4,305 Cr (0.50x Net Debt/EBITDA). A share buy-back of up to 1,100 Cr was also approved.