Zydus Life Science , a leading pharmaceutical company, has reported strong financial results for the second quarter ended September 30, 2025, demonstrating significant growth across key business segments.

Financial Highlights

The company delivered consolidated revenues of Rs 61.20 billion, marking a 17% year-on-year increase. Notably, the EBITDA margin improved to 32.90%, a substantial increase of 500 basis points year-on-year. EBITDA stood at Rs 20.20 billion, up 38%, while net profit rose to Rs 12.60 billion, also up 38% compared to the same period last year.

Segment Performance

US Formulations Business

The US formulations business grew 14% to Rs 27.40 billion, driven by volume expansion and new product launches. During the quarter, Zydus filed six ANDAs, received four approvals (including one tentative approval), and launched seven new products.

India Branded Formulations

The branded formulations business in India grew 9% year-on-year, outpacing market growth. The chronic segment continued to drive overall growth, with the company showing faster-than-market growth in key therapies such as cardiology, gynecology, and oncology.

International Markets

The international markets formulations business posted revenues of Rs 7.50 billion, showing strong year-on-year growth of 39%. This growth was broad-based across regions, with robust demand-driven performance in both emerging markets and Europe.

Consumer Wellness

The consumer wellness business recorded revenues of Rs 6.40 billion, up 31% year-on-year. This segment was bolstered by the acquisition of UK-based Comfort Click Limited (CCL), a digital consumer healthcare platform specializing in vitamins, minerals, and supplements.

Key Developments

1. Specialty Portfolio Expansion: In October 2025, Zydus launched Beizray, an albumin-solubilized docetaxel injection, strengthening its 505(b)(2) portfolio in the US market.

2. International Acquisition: The company made its first international acquisition by acquiring Comfort Click Limited, significantly strengthening its presence in key markets of the UK, EU, and the US in the fast-growing vitamins, minerals, and supplements space.

3. Vaccine Innovation: Zydus launched VaxiFlu, India's first trivalent influenza vaccine for flu protection, aligning with global WHO recommendations.

4. Clinical Trial Success: The company reported positive top-line results from the Pivotal EPICS-III Phase 2(b)/3 trial of Saroglitazar Magnesium for Primary Biliary Cholangitis (PBC) in the US market. Zydus is on track to file the new drug application with the US FDA in Q4 FY26.

5. MedTech Expansion: Zydus completed the acquisition of Amplitude Surgical, strengthening its position in the orthopedics space.

Future Outlook

Dr. Sharvil Patel, Managing Director of Zydus Lifesciences, commented on the results: "We are pleased with our performance during the quarter and the first half of fiscal '26. The business continued to demonstrate strong growth momentum driven by consistent performance across segments and underpinned by robust operating profitability. We remain committed to accelerating innovation that drives our long-term growth across our businesses."

The company is focusing on expanding its presence in specialty pharmaceuticals, particularly in the US market, and is exploring strategic opportunities in international markets. Zydus is also making strides in the MedTech sector, with plans to expand in focused areas of orthopedics, nephrology, and cardiology.

With a strong pipeline of products and a focus on innovation, Zydus Lifesciences appears well-positioned for sustained growth in the coming quarters.

Zydus Life Science , a prominent player in the pharmaceutical industry, has announced two significant developments that could potentially impact its future growth and market presence.

Fundraising Initiative

The company has issued a postal ballot notice seeking shareholder approval for raising funds up to Rs 5,000 crores. This ambitious fundraising plan involves the issuance of eligible securities, including equity shares, non-convertible debentures with warrants, or convertible securities. Zydus Life Science plans to utilize various methods such as qualified institutions placement, rights issue, preferential allotment, or private placement to achieve this goal.

The proposed funds are intended for multiple strategic purposes:

1. Prepayment of outstanding borrowings by the company and its subsidiaries
2. Funding organic or inorganic growth opportunities through strategic acquisitions
3. Capital expenditure for growth and expansion
4. Other general purposes as permitted under applicable laws

The remote e-voting period for shareholders to cast their votes on this resolution is scheduled from November 13, 2025 (9:00 AM IST) to December 12, 2025 (5:00 PM IST).

NMPA Approval in China

In a separate development, Zydus Life Science has received approval from China's National Medical Products Administration (NMPA) for Venlafaxine Extended-Release (ER) Capsules in 75 mg and 150 mg strengths. This marks the company's first approval from the NMPA in China, potentially opening up new market opportunities.

Venlafaxine ER Capsules are indicated for the treatment of several mental health conditions:

• Major Depressive Disorder (MDD)
• Generalised Anxiety Disorder (GAD)
• Social Anxiety Disorder (SAD)
• Panic Disorder (PD)

The medication works by restoring the balance of serotonin and norepinephrine in the brain, which helps improve mood and reduce anxiety. Zydus Life Science plans to manufacture these capsules at its facility in Moraiya, Ahmedabad.

These developments showcase Zydus Life Science's commitment to expanding its financial capabilities and global market presence, potentially positioning the company for future growth and innovation in the pharmaceutical sector.