EBITDA grew 38 per cent YoY to Rs 20,158 million
Zydus Lifesciences announced its unaudited consolidated financial results for the quarter and half year ended September 30, 2025.
Q2 FY26 Key Financial Highlights:
- Revenue from operations stood at Rs 61,232 million, up 17 per cent YoY, reflecting broad-based growth.
- EBITDA grew 38 per cent YoY to Rs 20,158 million, with margins expanding to 32.9 per cent, driven by improved mix and operational discipline.
- Net Profit increased 38 per cent YoY to Rs 12,586 million, indicating strong bottom-line leverage.
- R&D investments remained strategic at Rs 4,820 million (7.9 per cent of revenues), sustaining the innovation pipeline.
Business Performance:
- India Formulations grew 8 per cent YoY, supported by chronic and specialty therapies, and sustained oncology leadership.
- Consumer Wellness surged 31 per cent YoY, strengthened through the acquisition of Comfort Click (UK) to accelerate global D2C presence.
- US Formulations delivered 14 per cent YoY growth, aided by portfolio expansion and specialty launches.
- International Markets rose 39 per cent YoY, reflecting continued momentum across emerging and developed regions.
- MedTech revenue reported at Rs 1,532 million, following completion of the Amplitude Surgical acquisition.
Strategic & Innovation Updates:
- Received positive regulatory outcomes across key manufacturing facilities, reinforcing compliance strength.
- Reported positive Phase 2/3 results for Saroglitazar Magnesium in PBC; NDA filing expected in Q4 FY26.
- Advanced Bivalent Typhoid Conjugate Vaccine to Phase II trials.
Our strong performance this quarter reaffirms the power of our diversified business model and our execution capabilities across geographies and verticals. We delivered robust revenue growth and industry-leading profitability, aided by consistent outperformance in our US and India formulations businesses, sustained high growth in International Markets as well as strategic acquisitions in Wellness and MedTech. These results reflect our commitment to sustainable growth and global expansion, anchored in quality, compliance, and patient-centric innovation,” Dr Sharvil Patel, Managing Director - Zydus Lifesciences.
