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Informist, Tuesday, Aug. 11, 2026

 

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--Zydus Life Apr-Jun consol net profit INR 9.40 bln
--Analysts saw Zydus Life Apr-Jun consol net profit at INR 10.61 bln
--Zydus Life Apr-Jun consol revenue INR 80.17 bln
--Analysts saw Zydus Life Apr-Jun consol revenue at INR 76.16 bln
--Zydus Life Apr-Jun consol PAT INR 9.40 bln vs INR 14.67 bln year ago
--Zydus Life Apr-Jun consol revenue INR 80.17 bln vs INR 65.74 bln yr ago
--Zydus Life Apr-Jun consol total costs INR 67.98 bln vs INR 48.08 bln yr ago
--Zydus Life Q1 consol pharmaceuticals sales INR 62.98 bln vs INR 57.14 bln
--Zydus Life Q1 consol consumer pdts sales INR 14.36 bln vs INR 8.58 bln
--Zydus Life Apr-Jun consol EBITDA INR 19.29 bln vs INR 20.89 bln yr ago
--Zydus Life Apr-Jun consol EBITDA margin 24.1% vs 31.8% yr ago 
--Zydus Life Q1 India formulation sales INR 18.16 bln, up 20% on year 
--Zydus Life Q1 consumer wellness sales INR 14.29 bln, up 67% on year 
--Zydus Life Q1 North America formulation sales INR 30.98 bln, dn 3% on year 
--Zydus Life Q1 intl mkt formulation sales INR 9.74 bln, up 34% on yr 
--Zydus Life Apr-Jun API revenue INR 1.80 bln, up 15% on year 
--Zydus Life Apr-Jun R&D expense INR 6.42 bln or 8% of revenue 
--Zydus Life: Apr-Jun organic capex was INR 5.85 bln 
--Zydus Life: MedTech business revenue INR 2.83 bln, 4% of consol revenues 
--Zydus Life Q1 N America formulation sales $327 mln in constant currency
 

 

By Narayana Krishna and Ruchira Kagita

 

HYDERABAD/MUMBAI - Though Zydus Lifesciences Ltd. reported healthy sales growth for the June quarter, its net profit missed the Street's estimates, largely due to a high base and the absence of sales of generic cancer drug Revlimid.

 

Zydus Life reported a consolidated net profit of INR 9.40 billion, down nearly 36% on year and 26% on quarter, below analysts' estimate of INR 10.61 billion. The company's revenue from the operations for the quarter was up nearly 22% on year and nearly 6% on quarter at INR 80.17 billion, above the expectation of INR 76.16 billion. 

 

Revenue growth for the quarter was primarily led by healthy growth in its pharmaceuticals and consumer products business. The company's pharmaceutical sales for the quarter under review were INR 62.98 billion, as against INR 57.14 billion a year ago. Sales from its consumer wellness products rose over 67% to INR 14.36 billion. 

 

Shares of the pharmaceutical major were up as much as over 5% to the highest level in over a month at INR 1,178.90 after the company released its earnings for the June quarter. Before the release of the company's earnings, the stock was up almost 4%. 

 

Its North America formulations business contributed 40% to its total sales for the quarter ended June. Sales from the region dipped 12% on year to $327 million in constant currency terms. In rupee terms, sales in the region fell almost 3% to INR 30.98 billion. This fall is largely attributable to a drop in sales of generic Revlimid drug. During the quarter, the company filed five abbreviated new drug applications in the US and received approvals for nine. It also launched 11 new products in the US during Apr-Jun. 

 

Domestic sales increased 20% on year to INR 18.16 billion. In India, the drugmaker outperformed the country's pharmaceutical market in cardiology, diabetology, gynaecology, anti-infectives, pain management, and in super-specialty areas of oncology and nephrology, Zydus Life said in its investor presentation. Branded business, which saw 20% on-year growth, grew faster than the market, it said. The company's share in the chronic and sub-chronic portfolio increased and was at 54.2%, the company said, citing data from AWACS MAT for June.

 

Meanwhile, revenue from the international formulations division climbed 34% to INR 9.74 billion. While focused therapy supported growth in the emerging markets, portfolio expansion and higher penetration helped in Europe, the company said.  

 

The company's sales from its active pharmaceutical ingredients vertical went up 14.5% on year for the reporting quarter to INR 1.80 billion. As for its medical technology business, sales came in at INR 2.83 billion. This segment made up 4% of the overall revenue for the quarter. 

 

Branded sales make up 11% of its sales in the US, the company said, and going forward, these would continue to expand with the upcoming launch of Saroglitazar, Managing Director Sharvil Patel said in an earnings-related press release. 

 

Zydus Life's total expenses in the June quarter rose more than 41% on year and 20% sequentially to INR 67.98 billion, much faster than the 22% rise in total sales. Other expenses, which account for the majority of its spend, rose 45% on year to INR 25.37 billion and the cost of raw materials consumed rose almost 3% to INR 12.51 billion. 

 

The company's consolidated earnings before interest, tax, depreciation, and amortisation for the quarter ended June was INR 19.29 billion, down 8% on year. Its EBITDA margin also contracted 770 basis points to 24.1% from 31.8% a year ago. Its investments on research and development made up 8% of its revenue and stood at INR 6.42 billion for the quarter.

 

Zydus Life incurred organic capital expenditure totalling INR 5.85 billion during Apr-Jun and its net debt stood at INR 59.04 billion as of Jun. 30. Its net debt-to-equity was 0.22 times and net debt-to-EBITDA was 0.70 times at the end of June.  End

 

US$1 = INR 95.44

IST, or Indian Standard Time, is five-and-a-half hours ahead of GMT

 

Edited by Avishek Dutta

 

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