Q4 2025 Zydus Wellness Ltd Earnings Call Transcript
Key Points
- Zydus Wellness Ltd (BOM:531335) reported a consolidated net sales growth of 17% for the quarter, with a volume growth of 13% year-on-year.
- The personal care segment achieved notable double-digit growth of 22.5% for the quarter and 33.4% for the financial year 2025.
- The company has seen consistent margin expansion, delivering 42 basis points in the quarter and 168 basis points for the year.
- Zydus Wellness Ltd (BOM:531335) has recommended a final dividend of INR6 per equity share, representing a 20% increase over the previous year.
- The company has achieved a significant increase in its ESG score, reaching 79, and secured the 99th percentile among 390 companies in its peer group.
- Volatility in edible oil prices and dextrose monohydrate remains a key concern for Zydus Wellness Ltd (BOM:531335).
- The nutritional drink category reported a decline of 2.1% at the MET level, indicating softness across key metrics.
- Employee costs have increased due to variable pay and the integration of acquired business teams, leading to a higher cost base.
- The company faces challenges in maintaining inventory levels for seasonal products like Glucon D and Nycil, which can impact margins.
- There is a need for strategic focus on expanding the adult nutrition segment, which currently holds a smaller market share compared to children's nutrition.
Ladies and gentlemen, good day and welcome to the Q4 FY25 earnings conference call of Zydus Wellness Limited, hosted by ICICI Securities Limited. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Dhiraj Mistry from ICICI Securities. Thank you and over to you, sir.
Thank you and good evening to everyone. I would like to thank the management of Zydus Wellness to give this opportunity to host this call. We have with us, Doctor Sharvi Patel, Chairman; Mr. Tarun Arora, CEO; Mr. Ganesh Nayak, Director; and Mr. Umesh Parikh, CFO. I would like to call -- I would like to hand over the call to the management for their openings. Thank you.
Thank you. Good evening and welcome to the post results teleconference of Zydus Wellness Limited for quarter 4 financial year 2024, 25. Like I mentioned earlier, I have with me
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