Zydus Lifesciences announced a 17% YoY increase in revenue, reaching ₹61,232 mn in Q2 FY26. Net profit also surged by 38% YoY to ₹12,586 mn. The company reported strong performance in India branded formulations and international markets. The acquisition of Comfort Click Ltd (CCL) marks its entry into international markets for the consumer wellness business. EBITDA margin stood at 32.9%, a 500 bps increase YoY.
Financial Performance Highlights
Zydus Lifesciences reported robust financial results for Q2 FY26, demonstrating significant growth across key metrics:
- Revenue from Operations: ₹61,232 mn (up 17% YoY)
- EBITDA: ₹20,158 mn (up 38% YoY)
- EBITDA Margin: 32.9% (up 500 bps YoY)
- Net Profit: ₹12,586 mn (up 38% YoY)
Segmental Performance
The company experienced notable performance across various business segments:
- India Formulations: Sustained market outperformance.
- US Formulations: Strong double-digit growth driven by volume expansion and new launches.
- International Markets: Strong growth driven by robust execution.
Key Strategic Developments
Zydus Lifesciences achieved significant milestones during the quarter:
- Consumer Wellness: Made its first international acquisition by acquiring UK-based Comfort Click Ltd (CCL).
- Regulatory Approvals: Oncology injectable manufacturing facility at SEZ1, Ahmedabad and Baddi formulations facility received positive inspection reports.
- Launched VaxiFlu™, India’s first trivalent influenza vaccine.
Innovation and R&D
Zydus Lifesciences continues to focus on innovation:
- Reported positive topline results from the pivotal EPICSTM-III Phase 2(b)/3 clinical trial of Saroglitazar Magnesium in patients with PBC for the US market.
- Received regulatory approval to initiate Phase II clinical trials of Bivalent Typhoid Conjugate Vaccine in India.
Key Financial Metrics
The company’s key financial metrics reflect a strong upward trajectory:
- Gross Profit Margin: 72.4%
- R&D expenses: ₹4,820 mn, 7.9% of revenues.
Sustainability Initiatives
Zydus Lifesciences commitment to become Net Zero by 2050 accepted by SBTI team (Science Based Target Initiative)
Source: BSE
