Zydus Lifesciences Limited — PPTs, 23-08-2026: Investor Presentation

Zydus Lifesciences delivered strong FY26 results with revenue of 27,148 Cr and EBITDA of 8,475 Cr, achieving a robust 31.2% margin. Profit after tax reached 5,456 Cr. Growth was primarily fueled by North America Formulations, Consumer Wellness, and International Markets, complemented by India Formulations driven by chronic therapies and specialty products.

The company's strategy emphasizes innovation-led expansion, focusing on specialty and rare disease assets in the US, biosimilars, and vaccines for global markets. A key driver is the global MedTech strategy, leveraging acquisitions like Amplitude Surgical in orthopaedics and cardiology. Expansion into the digital VMS market globally via the Comfort Click acquisition is also underway.

Recent highlights include Saroglitazar's New Drug Application for PBC in the US receiving Priority Review, with FDA approval anticipated by Q4FY27. Zydus also launched Tishtha™, the world's first Nivolumab biosimilar in India.

The company showed efficient capital utilization with a 13.5% CAGR in revenue, 20.1% in EBITDA, and 17.8% in PAT from FY21-FY26. Return on Capital Employed (ROCE) stood at 21.6% and Return on Equity (ROE) at 21.4% in FY26. Management looks forward to continued momentum from its innovation pipeline and expanding global presence.