Zydus Wellness Limited (ZYDUSWELL) — Financial Results | 4 August 2026(4 announcements)
Investor Takeaways
Overall Tone: Cautious based on the numbers only.
Key Financial Highlights
| Metric | Value | YoY Change |
|---|---|---|
| Revenue | ₹461.9 Cr | N/A |
| Net Profit | ₹6.4 Cr | N/A |
| EBITDA | N/A | N/A |
| EPS | [amount context mismatch] | N/A |
| OPM | 3.2% | N/A |
What Changed
The filing reveals a sharp decline in quarterly performance metrics. Revenue fell to ₹461.9 Cr in Q3FY25 from ₹492.9 Cr in the previous quarter (Q2FY25), representing a sequential drop of approximately 6.3%. More significantly, net profit plummeted to ₹6.4 Cr from ₹20.9 Cr in Q2FY25, indicating a 69.4% sequential decline. Operating profit margin also contracted sharply to 3.2% from 3.98% in Q2FY25. Earnings per share decreased to ₹1.01 from ₹3.28 in the prior quarter. These trends suggest weakening profitability despite revenue levels in the most recent quarter. The filing only provides audio recording availability and does not include detailed financial statements or forward-looking commentary.
Peer Comparison
| Company | P/E | ROE | ROCE | Market Cap (₹ Cr) |
|---|---|---|---|---|
| Zydus Wellness Limited | 49.13 | N/A | N/A | 15,976.44 |
| Hindustan Unilever Limited | 36.79 | 29.38% | 27.39% | 5,33,874.13 |
| ITC Limited | 11.06 | 50.02% | 38.91% | 3,87,724.39 |
| Nestle India Limited | 84.59 | 81.33% | 93.64% | 2,75,845.36 |
Zydus Wellness Limited trades at a premium valuation compared to ITC and Nestle India, but below Nestle’s P/E. Peer companies demonstrate higher profitability metrics, with Nestle India showing ROCE of 93.64% and ITC achieving 50.02% ROE. Zydus Wellness has no disclosed ROE or ROCE figures in the provided data.
Risks & Concerns
Quarterly Trend
| Quarter | Revenue (₹ Cr) | Net Profit (₹ Cr) | OPM% |
|---|---|---|---|
| Q3FY25 | 461.9 | 6.4 | 3.2% |
| Q2FY25 | 492.9 | 20.9 | 3.98% |
| Q1FY25 | 841 | 147.7 | 18.47% |
| Q4FY24 | 782.6 | 150.3 | 20.73% |
| Metric | Value |
|---|---|
| Revenue | ₹14,299 Cr |
| Net Profit (PAT) | ₹1,189 Cr |
Zydus Wellness reported consolidated net sales of ₹14,299 million for Q1 FY27, up 66.7% YoY from ₹8,577 million, with EBITDA rising 55.3% to ₹2,417 million and net profit at ₹1,189 million. Sugar Free held 96.1% market share in its category, while Glucon-D led with 59.1% share. Brands like RiteBite Max Protein and Everyuth expanded leadership positions. The company launched Complanation Power Play and VieMax Diabetes Care, and entered US and UAE e-commerce markets. Nutritional drink category declined, but Complanation maintained fourth rank.
Zydus Wellness reported Q1 FY27 revenue of ₹14,299 crores, up 66.7% YoY, driven by strong domestic growth and international expansion. Gross margin improved to 65.5%, while PAT declined 7% to ₹1,189 crores due to higher amortization and finance costs. EBITDA rose 55.3% to ₹2,417 crores with margin at 16.8%. The company highlighted double-digit growth in Sugar Free and Complanation brands, successful launches like Glucon-D Activon, and robust performance in protein snacks and international markets. Key risks include seasonal weakness in North/East India and input cost volatility.
Zydus Wellness Limited announced the results of its Thirty Second Annual General Meeting held on August 4, 2026, confirming the passage of all six resolutions with overwhelming shareholder approval. The meeting was conducted via video conference with remote e-voting and e-voting at the venue, and the Scrutinizer's report validated the voting outcomes. Key approvals included adoption of standalone and consolidated financial statements for FY2026, declaration of a dividend of ₹1.20 per share, re-appointment of Dr. Sharvil P. Patel as Non-Executive Director, appointment of Mr. Apurva S. Diwanji as Independent Director, and ratification of cost auditors' remuneration. Shareholder participation included 61 attendees via video conference and representations for 22.15 million shares, accounting for 69.6% of paid-up capital. The filing also detailed procedural compliance with SEBI and MCA regulations for general meetings.
About Zydus Wellness Limited (ZYDUSWELL)
Fast Moving Consumer Goods · FMCG · Listed on NSE
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📊 More ZYDUSWELL filings
- 🟡 Board Meeting — 1 September 2026 Zydus Wellness announced the appointment of Kapil Sharma as Chief Revenue Officer for India and Indi...
- 🔴 Insider Trading — 24 August 2026 Zydus Wellness disclosed an insider transaction where promoter member Prashant Patel received 27,250...
- 🔴 Announcement — 19 August 2026 Zydus Wellness announced that Care Ratings assigned a CARE AA+ (Stable) rating to its subsidiary ZWP...
- 🔴 Financial Results — 10 August 2026 Zydus Wellness Limited reported consolidated net sales of INR 14,299 million in Q1 FY27, reflecting ...
- Announcement — 8 August 2026 Zydus Wellness announced its participation in the Equirus Annual India Conference on August 14, 2026...
🔥 Also filed on 4 August 2026
Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.
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This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.
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