HC bars Zydus Life from launching Novartis-patented Dabrafenib drug
A high court has barred Zydus Life Sciences from launching a drug containing Dabrafenib, a compound protected under a Novartis patent. The restraint order prevents Zydus Life Sciences from commercialising the product. The ruling highlights the ongoing patent disputes between originator pharmaceutical companies and domestic generic manufacturers in India.
Zydus Life Latest Results: Branded portfolio to drive over two-thirds of revenue
Zydus Life Sciences expects over two-thirds of its revenue to come from its branded portfolio, with the U.S. business targeted to grow from 10% to 15% by fiscal year end. Assertio Holdings is projected to add $15 million to $20 million quarterly starting next quarter. The Consumer Wellness sector is expected to deliver strong double-digit growth for FY '27, while the branded business targets EBITDA margins of 28%-30% plus over five years.
Zydus Life Sciences Board Meeting Scheduled on August 11 to Consider Q1 Results
Zydus Life Sciences has scheduled a board meeting on August 11 to consider its Q1 financial results. The announcement signals an important upcoming event for investors and stakeholders monitoring the company's performance. No additional financial details or agenda items have been disclosed ahead of the meeting.
Zydus Life has outlined FY27 guidance including high-teens consolidated revenue growth, EBITDA margins above 24%, and total capex of ~INR 1,500 crore, with biosimilars surpassing INR 800 crore. JPMorgan maintains a Neutral rating with a ₹1050 target, upgrading FY27 earnings by 10%, while Jefferies reiterates Buy at ₹1200, raising FY28 EPS estimates by 14% on strong pipeline and US specialty momentum.