Zydus Lifesciences Reports Robust Q2 FY26 Performance with 17% Revenue Growth

2 min read     Updated on 13 Nov 2025, 11:41 AM
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Overview

Zydus Life Science reported robust Q2 FY26 results with consolidated revenues of Rs 61.20 billion, up 17% year-on-year. EBITDA margin improved to 32.90%, with EBITDA and net profit both up 38%. US formulations business grew 14%, India branded formulations increased 9%, international markets surged 39%, and consumer wellness rose 31%. Key developments include specialty portfolio expansion, international acquisition of Comfort Click Limited, launch of India's first trivalent influenza vaccine, positive clinical trial results for Saroglitazar Magnesium, and acquisition of Amplitude Surgical.

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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.

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Zydus Lifesciences Secures 99.89% Shareholder Approval for ₹5,000 Crore Fundraising

2 min read     Updated on 11 Nov 2025, 11:29 AM
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Reviewed by
Shriram SScanX News Team
Overview

Zydus Lifesciences achieved a decisive 99.89% shareholder approval for its ₹5,000 crore fundraising initiative through postal ballot voting conducted on December 12, 2025. The approved framework allows flexible fund raising through various instruments including equity shares, convertible securities, and debentures via methods like QIP, rights issue, and preferential allotment. Additionally, the company received its first NMPA approval in China for Venlafaxine ER Capsules, marking a significant milestone in its international expansion strategy.

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Zydus Lifesciences Limited , a prominent player in the pharmaceutical industry, has successfully secured overwhelming shareholder approval for its ambitious ₹5,000 crore fundraising initiative through a postal ballot process conducted on December 12, 2025.

Postal Ballot Results

The company announced comprehensive results of its postal ballot exercise, with shareholders demonstrating strong confidence in the fundraising proposal. The voting was conducted entirely through remote e-voting in compliance with the Companies Act, 2013 and relevant regulatory guidelines.

Voting Details: Results
Total Valid Votes: 92,41,41,736
Votes in Favor: 92,31,41,736 (99.89%)
Votes Against: 9,91,084 (0.11%)
Voting Method: Remote e-voting only

The remote e-voting period was conducted from November 13, 2025 (9:00 AM IST) to December 12, 2025 (5:00 PM IST), with Mr. Ashish Doshi of SPANJ Associates serving as the appointed scrutinizer for the voting process. The postal ballot notice was circulated to shareholders on November 11, 2025, with the cut-off date set as November 7, 2025.

Approved Fundraising Framework

The special resolution approved by shareholders provides comprehensive authorization for the Board of Directors to raise funds through multiple instruments and methods. The approved framework allows for significant flexibility in execution.

Fundraising Parameters: Details
Maximum Amount: ₹5,000 crores
Securities Types: Equity shares, non-convertible debentures with warrants, convertible securities
Issuance Methods: QIP, rights issue, preferential allotment, private placement
Completion Timeline: Within 365 days from resolution date

Fund Utilization Strategy

The company has outlined a strategic approach for utilizing the raised funds, focusing on strengthening its financial position and supporting growth initiatives across multiple areas.

Fund Utilization: Purpose
Debt Management: Prepayment of outstanding borrowings
Growth Initiatives: Organic and inorganic expansion opportunities
Capital Investment: Infrastructure and facility expansion
General Purposes: As permitted under applicable laws

NMPA Approval in China

In addition to the fundraising success, Zydus Lifesciences 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.

Product Details: Specifications
Product: Venlafaxine ER Capsules
Strengths: 75 mg and 150 mg
Manufacturing Facility: Moraiya, Ahmedabad
Market: China (First NMPA approval)

Venlafaxine ER Capsules are indicated for treating Major Depressive Disorder (MDD), Generalised Anxiety Disorder (GAD), Social Anxiety Disorder (SAD), and Panic Disorder (PD). The medication works by restoring the balance of serotonin and norepinephrine in the brain.

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

Historical Stock Returns for Zydus Life Science

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-0.53%+2.74%-0.57%-7.48%-3.67%+92.31%
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