Q2 2026 Zydus Lifesciences Ltd Earnings Call Transcript

Nov 6, 2025 / 10:30 AM GMT

Release Date Price: ₹936.25 (-3.76%)

Transcript

Key Points

Positve

Zydus Lifesciences Ltd (BOM:532321) reported a robust financial performance with consolidated revenues of ₹61.2 billion, up 17% year on year.
The US formulations business showed strong growth with a 14% increase in revenues, driven by volume expansion and new product launches.
The acquisition of Comfort Click Limited is expected to significantly strengthen Zydus's international presence in the UK, EU, and US markets.
The company's branded formulations business in India outpaced market growth, particularly in key therapies such as cardiology, gynecology, and oncology.
Zydus's consumer wellness business recorded a 31% year-on-year revenue increase, bolstered by the acquisition of Comfort Click and its strong digital presence.

Negative

There was a significant increase of about 32% in other operating expenses due to acquisitions and project-specific expenses.
Revlimid sales have significantly decreased and are not expected to contribute meaningfully in the upcoming quarters.
The company faces potential pricing regulations in the European market, which could impact profitability.
The US market's revenue growth is uncertain due to the unpredictability of certain product performances and pending court decisions.
Comfort Click's lower margin compared to the company average could impact overall profitability.

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

ZYDU.NS - Zydus Lifesciences Ltd
Q2 2026 Zydus Lifesciences Ltd Earnings Call
Nov 06, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good evening, ladies and gentlemen. It's my pleasure to welcome you all to our post-results teleconference for the second quarter ended September 30th, 2025.

For today's call, we have with us Doctor Shil Patel, Managing Director, Mr. Tushar Shraf, Chief Financial Officer, Mr. Arvind Bora, Head of Investor relations, and Mr. Olo Garg from the Managing Director's office.

To begin with, let me now give you a broad overview of the developments during the quarter.

I'm happy to inform you that we delivered robust financial performance during the quarter with healthy growth across our key business segments.

Our US formulations business delivered strong double-digit year on year growth driven by

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