Zydus Wellness Ltd-$ — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Zydus Wellness reported consolidated net sales of INR 14,299 million for Q1 FY27, up 66.7% year-on-year, with EBITDA growing 55.3% to INR 2,417 million while net profit declined 7%. Management attributed part of the growth to the Comfort Click international business and continued premiumization, while seasonal brands such as Nycil and Glucon-D were impacted by unseasonal rainfall in East and North India. Domestic business grew 4.6% with Skin and Hair Care and Food & Nutrition delivering 34.5% and 16% growth respectively, while seasonal brands declined 12%.
Zydus Wellness reported Q4 FY26 net sales growth of 62.1%, driven by international business including Comfort Click, which grew 31.4% like-to-like, while the domestic business grew 1.7%. EBITDA rose 42.2% for the quarter to INR 2,701 million, while net profit declined 5.8% during the quarter due to acquisition-related finance costs, amortization, and exceptional items. Management attributed softness in the seasonal portfolio to delayed summer weather and a disrupted retail inventory pipeline, while highlighting continued growth in RiteBite, Comfort Click, Everyuth, and Nutralite.