Robust revenue expansion, higher profitability, strategic acquisitions, and new product launches position Zydus for a strong year ahead.
Sheridan, WY, 13 November 2025 – Zydus Lifesciences has reported an impressive performance for Q2 FY26, posting strong growth across all major business segments. The company recorded consolidated revenues of Rs 61.20 billion, a 17 percent year-on-year rise, backed by improved profitability and expanding global operations. EBITDA margin strengthened to 32.90 percent, while both EBITDA and net profit grew 38 percent, reflecting solid operational efficiency and sustained demand across markets.
Strong Performance Across Segments
The US formulations business posted revenues of Rs 27.40 billion, growing 14 percent year-on-year. This was driven by volume growth, new launches, and continued momentum in key therapeutic categories. During the quarter, Zydus filed six ANDAs, received four approvals, and introduced seven new products in the US market.
In India, branded formulations grew 9 percent, outpacing industry growth trends. The chronic therapies segment remained the core driver, with strong performance in cardiology, gynecology, and oncology.
International markets also delivered impressive numbers, generating Rs 7.50 billion in revenues, up 39 percent from last year. Growth was broad-based, supported by strong demand in emerging markets and Europe.
The consumer wellness division delivered revenues of Rs 6.40 billion, a 31 percent rise, aided significantly by the acquisition of UK-based Comfort Click Limited (CCL). The addition of CCL strengthens Zydus’ presence in the fast-growing vitamins, minerals, and supplements segment in key global markets.
Key Strategic Developments
Zydus continued to invest in specialty products, launching Beizray, an albumin-solubilized docetaxel injection in the US under the 505(b)(2) pathway. The company also announced its first major international acquisition, Comfort Click Limited, enhancing its digital consumer health and supplements portfolio in the UK, EU, and the US.
Further broadening its innovation pipeline, Zydus introduced VaxiFlu, India’s first trivalent influenza vaccine. Additionally, the company reported positive results from the EPICS-III Phase 2(b)/3 trial for Saroglitazar Magnesium in treating Primary Biliary Cholangitis. Zydus plans to file a new drug application with the US FDA in Q4 FY26.
The acquisition of Amplitude Surgical marks a strategic step in strengthening Zydus’ MedTech capabilities, particularly in orthopedics.
Looking Ahead
Commenting on the results, Managing Director Dr. Sharvil Patel highlighted the company’s strong momentum, driven by consistent performance across all business units. Zydus aims to accelerate innovation in specialty pharmaceuticals, expand its global footprint, and deepen investments in MedTech, especially in orthopedics, nephrology, and cardiology.
With a strong product pipeline, continued expansion in international markets, and a focus on advanced therapies, Zydus Lifesciences is well-positioned for sustained growth in the quarters ahead.
