| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 22% YoY growth to 80.2 billion INR, driven by India and US. |
|---|---|
| Margins | EBITDA margin at 24.1%, targeting 24% despite higher specialty R&D. |
| Demand visibility | Strong traction in chronic therapies and new specialty launches in US. |
| Management confidence | High, emphasizing transition toward an innovation-led, specialty-driven business model. |
Growth
Consolidated revenue grew 22% YoY to 80.2 billion INR; EBITDA margins remained healthy at 24.1%.
Outlook
Management guides for strong double-digit revenue growth and maintained 24% EBITDA margins for FY27.
Risks
Higher operating costs from Assertio integration and Saro marketing spend may pressure short-term margins.
Last quarter's promises, checked
Delivered
- Guided 24% plus EBITDA margin → delivered 24.1% (= BEAT)
- Guided double-digit revenue growth → delivered 22% (= BEAT)
- Guided India outperformance vs IPM → delivered 20% growth (= BEAT)
Partly delivered
- Guided FY27 capex 15bn INR → current run-rate on track (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: ZYDUSLIFE. Summary written with AI assistance from the document.
Zydus Lifesciences Ltd: key numbers
- Share price
- ₹1,154.00
- Market cap
- ₹1,16,119 Cr
- Revenue (annual)
- ₹27,148 Cr
- Net profit (annual)
- ₹5,040 Cr
- P/E (TTM)
- 25.7×Sector 47.4×
- Promoter holding
- 75.01%+0.01% QoQ
- FII holding
- 6.89%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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