Zydus Wellness Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Zydus Wellness reported Q1 FY27 consolidated net sales of INR 1429.9 Cr, up 66.7% YoY, driven by 24.8% international growth and 4.6% domestic growth. Skin & Hair Care grew 34.5% and Food & Nutrition 16%, but seasonal brands declined 12% due to unseasonal rains impacting Nycil and Glucon-D. EBITDA rose 55.3% to INR 241.7 Cr. Net profit dipped 7%, but grew 26.5% excluding brand amortization. Management focuses on premiumization, digital commerce, and innovation with new launches like Complan Power Play and VieMax Diabetes Care. International expansion continues in the US and Middle East. Despite seasonal headwinds, management is positive on recovery and sustained growth momentum.