Zydus Lifesciences Limited — Q1FY27 earnings call summary
Filed 18 August 2026 · Official transcript
- Capex guidance ₹1,500-1,600 Cr for FY27; investments in SEZ expansion, R&D, CAR-T, vaccines
- Q1 FY27 consolidated revenue ₹80.2bn +22% y-y; EBITDA ₹19.3bn, margin 24.1%; PAT ₹9.4bn
- EBITDA margin guidance maintained at 24%+ despite Saro investment ramp-up in H2 FY27
- International formulations revenue ₹9.7bn +34% y-y; North America revenue ₹31bn, US generics filings and launches strong
- Consumer wellness revenue ₹14.3bn +67% y-y; international business +25%, domestic skin & hair care +35%
- Multiple analyst queries on US branded growth, Saro launch timeline, biosimilars scale-up, and Assertio acquisition impact
- India branded formulations grew 20% y-y, outperforming market in chronic and super-specialty therapies
- US branded business now 10% of US revenue; specialty and innovation portfolio scaling, Saroglitazar NDA under review
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