India · Delayed Price · Currency is INR Zydus Lifesciences Earnings Call Transcripts
Fiscal Year 2026
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Delivered record revenue and profit growth in FY 2026, driven by strong performance across U.S., India, and international markets, with robust margins and successful integration of acquisitions. FY 2027 guidance calls for high teens revenue growth and EBITDA margin above 24%.
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Q3 FY26 saw 30% revenue and 31% EBITDA growth, driven by strong performance across all segments and strategic acquisitions. Guidance remains robust for double-digit growth in India and international markets, with continued margin strength and innovation focus.
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Q2 FY2026 saw 17% YoY revenue growth, 38% YoY EBITDA and net profit growth, and strong performance across U.S., India, and international markets. Strategic acquisitions in VMS and medtech, robust product pipeline, and positive clinical results support a confident outlook.
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Q1 FY 2026 saw 6% revenue growth and 3% net profit growth year-on-year, with strong U.S., India, and international performance. Strategic acquisitions in medtech and biologics, robust innovation pipeline, and high cash reserves position the company for sustained growth.
Fiscal Year 2025
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FY 2025 saw record revenue and profitability, with double-digit growth across U.S., India, and consumer wellness segments. Guidance for FY 2026 includes double-digit consolidated growth, stable margins, and continued innovation, despite challenges like U.S. litigation and price erosion in key products.
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Double-digit revenue and profit growth were driven by strong U.S., India, and international businesses, with robust new product launches and innovation milestones. EBITDA margin improved despite higher R&D spend, and the company remains confident in sustaining growth and profitability for FY25.
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Double-digit revenue and profit growth were driven by strong performance across India, US, and international markets, with robust new product launches and strategic acquisitions. EBITDA margin improved, and guidance for high teens growth and margin expansion remains intact.
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Q1 FY25 saw record revenues and margins, with all segments delivering strong growth. Guidance for high teens revenue growth and margin expansion is maintained, while US and international businesses are set for continued double-digit growth.