Zydus Wellness Limited — Investor Meet, 22-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Zydus Wellness reported Q4 FY26 net sales growth of 62.1%, driven by international business (up 31.4% like-to-like) including Comfort Click, while domestic sales grew 1.7%, impacted by a 9.8% decline in seasonal brands due to delayed summers. Skin & Hair Care surged 39.7%, and Food & Nutrition grew 9.4%. Q4 EBITDA rose 42.2% to INR 270.1 Cr. Net profit declined 5.8%, but grew 17% excluding exceptional items and brand amortization. Comfort Click became EPS accretive. New launches include RiteBite RTDs/chips, Sugar Free D'lite Choco Spread, Everyuth Tan Removal Face Wash, and Glucon-D Recharge. Management views FY27 with a focus on innovation, portfolio scale-up, and margin expansion, targeting 17-18% EBITDA over the next couple of years.