Zydus Life Science , a leading global pharmaceutical company, has reported robust financial results for the second quarter of fiscal year 2026, demonstrating strong growth across key business segments and reaffirming its commitment to future expansion.

Financial Highlights

For Q2 FY26, Zydus Lifesciences reported:

• Revenue from operations of ₹61,232.00 million, up 17% year-over-year
• EBITDA of ₹20,158.00 million, a significant increase of 38% year-over-year
• EBITDA margin of 32.9%, improving by 500 basis points from the previous year
• Net profit of ₹12,586.00 million, up 38% year-over-year

Segment Performance

The company's US formulations business continued its strong performance, registering revenues of ₹27,437.00 million, up 13.5% year-over-year. During the quarter, Zydus Lifesciences launched seven new products in the US market and received approval for four ANDAs, including one tentative approval.

India formulations business grew by 8.4% year-over-year, outpacing the Indian Pharmaceutical Market (IPM) growth. The company maintained its leadership position in key therapies such as Cardiology, Gynecology, and Oncology.

The Consumer Wellness segment showed remarkable growth of 30.7% year-over-year, bolstered by the recent acquisition of UK-based Comfort Click Limited (CCL), marking Zydus Lifesciences's first international acquisition in the wellness space.

International Markets formulations business demonstrated exceptional growth of 39.4% year-over-year, driven by strong demand and focused execution across regions.

Strategic Developments

Zydus Lifesciences management expects to achieve their targeted top-line growth and profitability for FY26. The company maintains its guidance of 26%+ EBITDA margin for the full year, despite lower margins from recent acquisitions like Comfort Click.

In a significant development, Zydus Lifesciences reported positive topline results from the pivotal EPICS-III Phase 2(b)/3 clinical trial of Saroglitazar Magnesium for Primary Biliary Cholangitis (PBC) in the US market. The company is preparing to file a New Drug Application (NDA) with the USFDA in Q4 FY26.

Additionally, Zydus Lifesciences received regulatory approval to initiate Phase II clinical trials of Bivalent Typhoid Conjugate Vaccine in India, further strengthening its vaccine portfolio.

Expansion and Acquisitions

The company completed the acquisition of Amplitude Surgical SA, France, enhancing its presence in the medical devices sector. Zydus Lifesciences now holds 100% of Amplitude's share capital, following a successful tender offer and subsequent delisting from Euronext Paris.

In the Consumer Wellness segment, Zydus Lifesciences acquired Comfort Click Limited, a fast-growing digital consumer healthcare platform specializing in vitamins, minerals, and supplements (VMS). This acquisition is expected to significantly strengthen Zydus Lifesciences's international presence in key markets across the UK, EU, and US.

Outlook

Dr. Sharvil Patel, Managing Director of Zydus Lifesciences Limited, commented on the results: "Our strong performance this quarter reaffirms the power of our diversified business model and our execution capabilities across geographies and verticals. We delivered robust revenue growth and industry-leading profitability, aided by consistent outperformance in our US and India formulations businesses, sustained high growth in International Markets as well as strategic acquisitions in Wellness and MedTech."

As Zydus Lifesciences continues to expand its global footprint and diversify its product portfolio, the company remains well-positioned to capitalize on growth opportunities in the pharmaceutical and wellness sectors. The management's commitment to maintaining strong EBITDA margins and focus on strategic acquisitions suggests a positive outlook for the company's future performance.

Zydus Lifesciences , a prominent pharmaceutical company, has reported a significant increase in its financial performance for the second quarter of the fiscal year. The company's results showcase strong growth and improved profitability.

Key Financial Highlights

Revenue and Profitability Surge

Zydus Lifesciences reported a robust quarterly performance with revenue rising to ₹6,100.00 crore from ₹5,240.00 crore in the same period last year, marking a significant year-over-year increase of 16.41%. This impressive growth in revenue underscores the company's strong market position and effective business strategies.

The company's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) saw a substantial increase to ₹2,015.00 crore compared to ₹1,460.00 crore in the same period last year, representing a remarkable 38.01% growth. This significant improvement in EBITDA reflects enhanced operational performance and effective cost management strategies.

Operational Performance

Zydus Lifesciences demonstrated improved operational efficiency in the second quarter:

• EBITDA Margin expanded to 32.92% from 27.91% year-over-year, indicating a strong 5.01 percentage point improvement. This expansion in margin highlights the company's ability to enhance profitability while growing its revenue.

Fundraising Plan

In a significant development, the board of Zydus Lifesciences has approved a fundraising plan of up to ₹5,000.00 crores through various securities. This decision is subject to shareholder and regulatory approvals. The fundraising initiative could provide the company with additional capital to support its growth strategies, research and development efforts, and potential expansion plans.

Market Position and Outlook

The strong financial results reflect Zydus Lifesciences' robust market position and effective business strategies. The company's ability to significantly increase its revenue and profitability amidst a competitive pharmaceutical landscape is noteworthy.

As Zydus Lifesciences continues to focus on innovation, research and development, and expanding its product portfolio, the company appears well-positioned for sustained growth in the coming quarters. The approved fundraising plan further strengthens its financial position and may support future growth initiatives.

Note: All financial figures are in Indian Rupees (₹) and are on a consolidated basis.