Zydus Lifesciences Limited — Investor Meet, 18-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Zydus Lifesciences reported Q1 FY27 consolidated revenues of ₹8020 Cr (+22% YoY), EBITDA of ₹1930 Cr (24.1% margin), and net profit of ₹940 Cr. India's branded formulations grew 20%, international markets 34%, and consumer wellness 67%. Management targets strong double-digit revenue growth for FY27 with ~24% EBITDA margins, aiming for 28-30% in 5 years as its branded portfolio scales to two-thirds of revenue. The company is actively building its US specialty business, with Assertio expected to boost branded revenue contribution. R&D efforts are advancing in NCEs, biotech, and vaccines. FY27 capital expenditure is guided at ₹1500-1600 Cr, reflecting confident investment in future growth.