Zydus Lifesciences Limited — Q2FY27 earnings call summary
Filed 07 November 2026 · Official transcript
- Saroglitazar US launch expected March FY27; commercial spend ~$100mn annually
- Q2 FY27 consolidated revenue ₹79.1bn +29% y-y; EBITDA ₹18.9bn; EBITDA margin 24%; PAT ₹9.3bn
- FY27 EBITDA margin guidance maintained at 24% despite Saroglitazar investments
- Consumer wellness revenue ₹11.2bn +76% y-y; strong domestic and international growth
- Pipeline includes 15-20 ANDAs/505(b)(2) launches next 2-3 quarters; Keytruda biosimilar under USFDA review
- Net debt/EBITDA 0.62x; strategy to deleverage while investing in growth
- Specialty and biosimilars to drive medium-term growth; MedTech business at ~20% EBITDA margin
- India branded formulations grew 19% y-y, outpacing IPM; chronic portfolio 56.9% of sales
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