Q3 2026 Zydus Lifesciences Ltd Earnings Call Transcript

Feb 9, 2026 / 05:00 AM GMT

Release Date Price: ₹887.2 (-3.89%)

Transcript

Key Points

Positve

Zydus Lifesciences Ltd (BOM:532321) reported a strong double-digit growth in revenues and operating profitability for Q3 FY26.
The company registered consolidated revenues of ₹68.6 billion, up 30% year-on-year, with an EBITDA margin of 26.5%.
The North America business, including the US and Canada, saw a 16% year-on-year revenue increase, driven by volume expansion and new product launches.
The company's branded formulation business in India grew by 14% year-on-year, outperforming market growth.
Zydus Lifesciences Ltd expanded its presence in diagnostics through a strategic collaboration with Myriad Genetics, enhancing its precision oncology ecosystem.

Negative

The company faces potential cost increases due to the full consolidation of Comfort Click and Amplitude, as well as upcoming CDMO and Saro-related expenses.
R&D expenses have increased significantly, with expectations of further increases in the coming quarters.
The US business faces challenges with the declining contribution from Revlimid, which will not contribute to revenues in the next quarter.
There is uncertainty regarding the competitive landscape for key products like Mirabegron, with ongoing litigation and potential settlements affecting market dynamics.
The company's net debt position stands at ₹3,000 crores, influenced by recent large acquisitions, which could impact financial flexibility.

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

ZYDU.NS - Zydus Lifesciences Ltd
Q3 2026 Zydus Lifesciences Ltd Earnings Call
Feb 10, 2026 / 05:00AM 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 Zyders Life Sciences Limited quarter 3 FY26 earnings call.

Please note this call is being recorded.

I now hand over the call to Mr. Ganesh Nayak for opening remark.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Good morning, ladies and gentlemen. It's my pleasure to welcome you all to our post-results teleconference for the 3rd quarter, ended December 31, 2025.

For today's call, we have with us Dr. Shaveil Patel, managing director, Mr. Trushar Shraf, Chief

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