Q3 2025 Zydus Wellness Ltd Earnings Call Transcript
Key Points
- Zydus Wellness Ltd (BOM:531335) reported a consolidated net sales growth of 12.7% year-on-year, with volume growth of 4.8%.
- The Personal Care segment achieved a remarkable double-digit growth of 50.3% for the quarter, driven by strong consumer demand.
- The company successfully completed the acquisition of 100% equity share capital of Natural India Private Limited, contributing to the financial results.
- Gross margins have held steady with a slight upward trajectory, driven by effective hedging strategies and favorable product mix.
- Zydus Wellness Ltd (BOM:531335) continues to maintain leadership positions in several categories, such as Everyuth in the facial scrub category and Glucon-D in the glucose powder category.
- Urban demand remains sluggish, impacting overall growth potential.
- Inflationary pressures are driving input costs higher, affecting consumption patterns.
- The nutrition category, particularly the Complan brand, shows only a modest growth of 0.9%, indicating challenges in this segment.
- The company faces challenges in maintaining margins due to the lower profitability of smaller unit packs.
- There is a concern about the impact of deferred tax liabilities on net profit, which affects the overall financial performance.
Ladies and gentlemen, good day, and welcome to Zydus Wellness Q3 FY25 Results Conference Call hosted by ICICI Securities Limited. Please note that this conference is being recorded.
I now hand the conference over to Mr. Karan Bhuwania from ICICI Securities Limited. Thank you, and over to you, sir.
Thank you. It's our pleasure at I-Sec to host Q3 FY25 Earnings Conference Call of Zydus Wellness. From the management we have Mr. Tarun Arora, CEO and Whole-Time Director; we have Mr. Umesh Parikh, CFO.
I would now hand over the call to management for their opening remarks, post which we can open it for Q&A. Thank you. Over to you, sir.
Thank you, Karan. Good evening, and welcome to the post-results teleconference of Zydus Wellness Limited for quarter 3 financial year 2024, '25. We have with me Mr. Umesh Parikh, CFO, on the call.
During the quarter, amidst muted
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