Zydus Wellness Limited has filed a mandatory disclosure with stock exchanges regarding the acquisition of equity shares by CEO and Whole Time Director Tarun Arora, in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015. The disclosure was submitted to both BSE and NSE on February 16, 2026, by Company Secretary and Compliance Officer Nandish P. Joshi.

Transaction Details

Mr. Tarun Arora acquired 4,000 equity shares of ₹2 each through open market transactions on the National Stock Exchange between February 12-13, 2026. The total transaction value amounted to ₹16,25,585, representing a significant investment by the company's chief executive.

Pre and Post Transaction Holdings

Prior to this acquisition, Mr. Tarun Arora held 11,000 equity shares in Zydus Wellness Limited. Following the purchase of 4,000 additional shares, his total shareholding increased to 15,000 equity shares. Despite the increase in absolute numbers, his percentage shareholding remains at 0.00% of the company's total shareholding, indicating the substantial size of the company's share capital.

Regulatory Compliance

The disclosure was made under Form B of SEBI (Prohibition of Insider Trading) Regulations, 2015, specifically under Regulation 7(2) read with Regulation 6(2) for continual disclosure. The company received intimation from Mr. Arora on February 13, 2026, and promptly filed the disclosure with both BSE (Code: 531335) and NSE (Code: ZYDUSWELL). The disclosure confirms no derivative trading activities were involved in this transaction, with all derivative-related fields marked as not applicable.

Zydus Wellness Limited conducted its Q3FY26 earnings conference call on February 3, 2026, providing comprehensive insights into the company's financial performance and strategic initiatives. The call was hosted by ICICI Securities Limited with CEO and Whole-Time Director Tarun Arora and CFO Umesh Parikh representing the management.

Financial Performance Highlights

The company reported exceptional revenue growth during Q3FY26, with net sales registering growth of 113.7% year-on-year. The Food & Nutrition segment delivered robust growth of 134%, while the Personal Care segment declined by 1.4% during the quarter. Excluding newly acquired businesses, volumes delivered double-digit growth, reflecting strong underlying demand momentum.

On a consolidated basis, the company recorded EBITDA of ₹610 million, representing quarter-on-quarter growth of 312.2%. EBITDA margin expanded to 6.3%, up from 3.2% in the previous year, with gross margins reaching 63% due to the inclusion of higher-margin Comfort Click business.

Acquisition Performance and Integration

Management highlighted strong performance from recent acquisitions, with RiteBite Max Protein business significantly outperforming internal expectations. The business doubled its legacy performance and exceeded projections, with EBITDA margins improving from breakeven at acquisition to approaching double-digit levels. The brand maintains its leadership position in protein snacking across both value and volume metrics.

Comfort Click continued performing in line with expectations, operating at EBITDA margins of 14% plus. The business expanded its European footprint by entering Poland, Finland, and Portugal through the WeightWorld brand, while maintaining strong repeat purchase rates above 50% across marketplaces.

Brand Portfolio Strength

The company's established brands maintained strong market positions despite quarterly challenges. Sugar Free expanded market share by 80 basis points as per MAT December 2025 report, while Sugar Free Green delivered its 19th consecutive quarter of double-digit growth. Everyuth continued leading in niche subsegments with double-digit growth year-to-date, and Nutralite delivered consistent double-digit growth with strong 6-year CAGR performance.

Strategic Outlook and Guidance

Management provided guidance on sustainable EBITDA margins, targeting Comfort Click to operate at 14% plus EBITDA margins with continued double-digit top-line growth. The base business is expected to reach 16-18% EBITDA margin levels over the next 1-2 years. On an annualized basis, consolidated gross margins are projected at 66-67%.

The management emphasized focus on innovation, geographic expansion, and leveraging AI-powered creatives for sustainable long-term growth, with upcoming product developments and seasonal opportunities expected to provide incremental growth momentum through calendar year 2026.