ZYDUS WELLNESS LIMITED

During the Q1 FY27 earnings conference call held on August 4, 2026, management reported that consumer demand remained resilient, with a notable shift towards higher value products. The company experienced a consolidated net sales growth of 66.7% year-on-year, reaching INR 14,299 million. The international business grew by 24.8%, while the domestic business saw a 4.6% increase. Management noted that seasonal demand was affected by unseasonal rainfall, particularly impacting brands like Nycil. Despite this, key brands showed strong double-digit growth. The EBITDA grew by 55.3%, reaching INR 2,417 million, although net profit declined by 7%. Management highlighted ongoing innovation, including new product launches in the Complan and Comfort Click segments, and emphasized a long-term strategy focused on premium offerings and technology-driven decision-making.

Management highlighted both growth opportunities and challenges faced during the quarter.