Zydus Wellness promoter acquires 10,000 shares via transmission

Samar Babubhai Patel, a member of the Promoter Group, acquired 10,000 equity shares of Zydus Wellness Limited through transmission. The shares were transferred from Late Jasodaben Babubhai Patel, who was also a member of the Promoter Group. The transaction was executed off market on May 22, 2026, increasing the acquirer's holding to 10,000 equity shares.

The disclosure was submitted to the exchanges in compliance with Regulation 7(2) of the SEBI (Prohibition of Insider Trading) Regulations, 2015. The company informed BSE Limited and National Stock Exchange of India Limited about the change in shareholding on May 26, 2026. The intimation regarding the acquisition was received by the company on May 25, 2026.

Details of Change in Holding

The following table outlines the specifics of the share transmission:

Name	Category	Securities Held Prior	Securities Acquired	Securities Held Post	Date of Acquisition	Mode of Acquisition
Samar Babubhai Patel	Promoter Group	0 (0.00%)	10,000 Equity Shares	10,000 (0.00%)	May 22, 2026	Off Market

The transfer involved equity shares with an ISIN of INE768C01028. There was no trading activity reported in the derivatives segment by the promoter group member during this period.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+0.08%	-5.43%	-1.92%	+10.32%	+22.30%	+13.90%

Zydus Wellness Limited reported its audited financial results for the quarter and full year ended March 31, 2026. The consolidated results reflect a significant expansion in the company's top line, driven by the acquisition of Comfort Click Limited (CCL), even as net profit moderated on a year-on-year basis due to higher operating costs and exceptional items. The Board of Directors recommended a final dividend of ₹1.20 per equity share, subject to shareholder approval. Management expressed optimism about the company's growth trajectory, targeting EBITDA margins of 17-18% in the next few years, excluding the Comfort Click business, and confirmed full-year guidance.

Consolidated Financial Performance

Consolidated net sales for Q4 FY26 stood at ₹14,761 million, registering a growth of 62.1% compared to ₹9,106 million in the corresponding period of the previous year. For the full year FY26, consolidated net sales reached ₹39,400 million, reflecting a year-on-year growth of 46.4%. EBITDA for FY26 stood at ₹5,097 million, growing 34.20% year-on-year, which includes the post-acquisition performance of the newly acquired CCL business. PAT for FY26 stood at ₹1,972 million.

Consolidated total revenue from operations rose to ₹39,610 million for the full year, compared to ₹27,089 million in the previous year. Total income for the year stood at ₹39,674 million versus ₹27,225 million in the prior year. Consolidated net profit declined to ₹1,972 million from ₹3,469 million year-on-year, reflecting higher operating costs, increased finance charges, and exceptional items totalling ₹408 million. Total comprehensive income for the year came in at ₹1,926 million, compared to ₹3,459 million in the previous year.

The following table presents the key consolidated financial metrics:

Metric:	Q4 FY26	Q4 FY25	FY26	FY25
Net Sales (₹ Million):	14,761	9,106	39,400	—
Revenue from Operations (₹ Million):	14,847	9,131	39,610	27,089
Total Income (₹ Million):	14,859	9,139	39,674	27,225
EBITDA (₹ Million):	—	—	5,097	—
Profit Before Tax (₹ Million):	1,773	1,734	2,305	3,588
Net Profit / PAT (₹ Million):	1,620	1,719	1,972	3,469
Total Comprehensive Income (₹ Million):	1,598	1,713	1,926	3,459
Basic EPS (₹):	5.09	5.40	6.20	10.90
Diluted EPS (₹):	5.09	5.40	6.20	10.90

Management Outlook and Guidance

Management confirmed full-year guidance and expressed confidence in the company's growth prospects. The company is targeting EBITDA margins of 17-18% in the next few years, excluding the Comfort Click business. Comfort Click's margins met or slightly exceeded expectations, with the business turning EPS accretive in Q4. On the seasonal portfolio, management expects steady double-digit growth over the next three to four years, despite recent challenges. Regarding taxation, the company expects tax rates for FY27-28 to be 25%, while FY26-27 will utilise a combination of cash and deferred tax assets.

Segment and Business Performance

The company's domestic business saw varied performance across categories. The Food and Nutrition segment reported growth of 9.4% in Q4 FY26 and 15.5% for the full year. The Skin and Hair Care segment grew by 39.7% in Q4 and 21.9% in FY26. However, the Seasonal Brands segment reported a decline of 9.8% in Q4 and 18.8% for the full year. International business, excluding Comfort Click, delivered high double-digit topline growth despite geopolitical disruptions.

Brand Highlights

Across its portfolio, Zydus Wellness reported strong brand-level developments during the quarter and full year. The following table summarises key market share positions and notable launches:

Brand:	Market Share / Performance	Key Developments
Sugar Free:	96.10% share in sugar substitute category	New variant Sugar Free D'lite Choco Spread launched; Sugar Free Green delivered 20th consecutive quarter of double-digit growth
Glucon-D:	58.90% MAT market share	Entered performance hydration category with launch of 'Glucon-D Recharge' in Liquid and Sachet formats
Everyuth:	48.60% share in scrubs; 75.50% in peel-off masks; 8% share in facial cleansing	Strong double-digit growth in FY26; Q4 launch of tan removal face wash
Nycil:	33.20% market share in prickly heat powder	Maintained number one position in category
RiteBite – Max Protein:	Leadership in protein snacking	EBITDA improved from breakeven at acquisition to near double-digit margins; new launches include Max Protein Ultimate Protein Boost (RTD), Max Protein Roots Ghee Jaggery Bar, Korean-flavoured Chips
Complan:	4% market share; fourth rank	Commenced direct supply of Complan NutriGro under kids' segment
Nutralite:	Leadership in fat spread category	Double-digit growth supported by strong six-year CAGR
Comfort Click (CCL):	Expanded portfolio	11 product launches in Weightworld and Animigo; WeightWorld and Maxmedix expanded to UAE market via leading e-commerce platform

Source: MAT March '26 report of Nielsen & IQVIA

Exceptional Items and Corporate Developments

Consolidated exceptional items for the full year amounted to ₹408 million. These included expenses related to the liquidation of Naturell (India) Private Limited (NIPL) (₹97 million), acquisition-related expenses for CCL (₹245 million), and a one-time impact of New Labour Codes (₹66 million). The acquisition of CCL by Alidac UK Limited, a wholly owned subsidiary, was a major development. The cost of acquisition was GBP 239 million, with results including CCL's operations effective from August 29, 2025.

Exceptional Item:	FY26 (₹ Million)
NIPL Liquidation Expenses:	97
CCL Acquisition Expenses:	245
New Labour Codes (One-Time Impact):	66
Total Exceptional Items:	408

Balance Sheet and Dividend

Consolidated total assets expanded to ₹1,03,078 million as at March 31, 2026, from ₹64,419 million a year ago, primarily due to goodwill and intangible assets from the CCL acquisition. Non-current borrowings rose to ₹30,349 million from nil in the previous year. The Board recommended a final dividend of ₹1.20 per equity share of ₹2 each, subject to approval at the Annual General Meeting on August 4, 2026.