Zydus Wellness Ltd (BOM:531335)

Q2 2026 Zydus Wellness Ltd Earnings Call Transcript

Nov 5, 2025 / 10:30 AM GMT

Transcript

Key Points

Positve

Zydus Wellness Ltd (BOM:531335) reported a consolidated net sales growth of 31% for the quarter, driven by strong sales from newly acquired entities.
The company's non-seasonal portfolio demonstrated strong resilience, cushioning overall business performance despite challenges in seasonal categories.
The acquisition of ComfortClick Limited has strengthened Zydus Wellness Ltd's international presence and expanded its footprint in the fast-growing consumer healthcare segment.
The company has launched new products like Nutralite Active Peanut Butter and RiteBite Millet Wafer Protein Bar, catering to the growing demand for healthy snacking options.
Zydus Wellness Ltd's ESG score improved by 6.3%, ranking it in the 99th percentile among global companies in the Food Products Industry Group.

Negative

The implementation of GST 2.0 led to transitory business disruptions, particularly within trade channels adapting to the new compliance framework.
The company's seasonal brands were temporarily affected by early and prolonged rainfall conditions, impacting sales.
Zydus Wellness Ltd reported a net loss of IR 528 million, including exceptional items and non-cash amortization.
The acquisition of ComfortClick has resulted in increased depreciation and amortization expenses due to the amortization of acquired brands over 15 years.
The company's reported EBITDA margin was lower compared to the previous year, attributed to the deleverage of seasonal brands and acquisition-related costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ZYDS.NS - Zydus Wellness Ltd
Q2 2026 Zydus Wellness Ltd Earnings Call
Nov 05, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Zy Wellness Q2 and H1 FY26 earnings conference call hosted by ICICS Securities Limited.

As a reminder, all participant clients will be in the lesson only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on a touchtone phone. Please note that this conference is being recorded.

And now hand the conference or to Mr. Manoj Manon from ICICI Securities Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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