Zydus Wellness

May 18 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• ZYDUS WELLNESS MARCH-QUARTER CONSOL NET PROFIT 1.62 BILLION RUPEES

• ZYDUS WELLNESS MARCH-QUARTER CONSOL TOTAL REVENUE FROM OPERATIONS 14.85 BILLION RUPEES

• ZYDUS WELLNESS - RECOMMENDS FINAL DIVIDEND OF 1.20 RUPEE PER EQUITY SHARE

Further company coverage: ZYDS.NS

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** Shares of Zydus Wellness ZYDS.NS down 3.7% to 419.1 rupees

** Co posts Q3 consol net loss of 399 mln rupees ($4.4 mln), against profit of 64 mln rupees a year ago

** Stock set to fall most in a session since Jan 8

** More than 868,000 shares traded, 1.8x their 30-day moving avg

** Avg analysts' rating is "strong buy" and median PT is 550 rupees, around 31% higher than current price - data compiled by LSEG

** ZYDS rose 15.3% in 2025, down ~8% YTD

($1 = 90.2500 Indian rupees)

(Reporting by Anuran Sadhu in Bengaluru)

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** Zydus Wellness ZYDS.NS climbs 3.1% to 469.10 rupees

** Motilal Oswal starts coverage with "buy", 575 rupees PT

** Brokerage cites dominant position in sugar substitutes, nutritional beverages; recent acquisitions expand into high-protein snacks, preventive health

** Notes portfolio aligned with global megatrends, can expand user base, unlike FMCG majors facing user addition constraints

** Avg rating by seven analysts on ZYDS is "strong buy"; median PT 550 rupees - data compiled by LSEG

** Stock rose 15.3% in 2025

(Reporting by Kashish Tandon in Bengaluru)

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** Zydus Wellness ZYDS.NS rises as much as 8.9% to 2,197.5 rupees, highest since September 17, 2024

** Co forays into UK and EU markets with unit buying UK-based Comfort Click, specialising in vitamins, minerals, and supplements (VMS) sector, for base price of GBP 239 mln (~$323 mln)

** Nomura says rationale behind acquisition is to expand product basket into VMS segment, geographic diversification

** More than 816,000 shares traded, 15.7x the 30-day moving avg, in stock's busiest session since June 18

** Stock rated "strong buy" on avg; median PT is 2,426 rupees, per data compiled by LSEG

** ZYDS last up 7.7%, taking YTD gains to 2.4%

($1 = 0.7402 pounds)

(Reporting by Meenakshi Maidas in Bengaluru)

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July 4 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• SLP FILED AGAINST ZYDUS WELLNESS PRODUCTS IN SUPREME COURT

• BELIEVES STRONG CASE AGAINST SLP

Source text: ID:nNSE9428NM

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May 19 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• MARCH-QUARTER CONSOL NET PROFIT 1.72 BILLION RUPEES

• MARCH-QUARTER CONSOL TOTAL REVENUE FROM OPERATIONS 9.13 BILLION RUPEES

• DIVIDEND OF 6 RUPEES PER SHARE

• APPROVED SUB-DIVISION OF SHARES FROM FACE VALUE OF 10 RUPEES TO 2 RUPEES

Source text: [ID:]

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Feb 4 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• DEC-QUARTER CONSOL NET PROFIT 64 MILLION RUPEES

• DEC-QUARTER CONSOL TOTAL REVENUE FROM OPERATIONS 4.62 BILLION RUPEES

Source text: [ID:]

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Dec 25 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• ZYDUS WELLNESS LTD - ZWPL RECEIVES GST DEMAND NOTICE OF 563.3 MILLION RUPEES

Source text: ID:nNSE6n1Gn2

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Nov 19 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• HEINZ INDIA MERGED WITH ZYDUS WELLNESS RECEIVES TAX DEMAND ORDER

• TAX DEMAND OF 116.14 MILLION RUPEES INCLUDING PENALTY

Source text: ID:nBSEbmnSKr

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Nov 11 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• SEPT-QUARTER CONSOL NET PROFIT 209 MILLION RUPEES

• SEPT-QUARTER CONSOL TOTAL REVENUE FROM OPERATIONS 4.93 BILLION RUPEES

Source text: [ID:]

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Rewrites, adds CFO comment from earnings call

By Rishika Sadam and Kashish Tandon

HYDERABAD/BENGALURU Nov 5 (Reuters) - Indian generic drugmaker Dr Reddy's Laboratories' REDY.NS second-quarter profit was hit by one-time charges related to its joint venture with Nestle India and Nicotinell acquisition, the company said on Tuesday.

The company also reported an impairment charge due to supply chain constraints in U.S. affecting a particular generic medical product.

Reddy's reported a 9.5% fall in its consolidated net profit after tax to 13.42 billion rupees ($159.6 million) for the quarter ended Sept. 30.

Analysts on average had estimated a profit of 14.01 billion rupees, as per data compiled by LSEG.

To diversify its portfolio beyond generic drugs and boost its consumer health business, the drugmaker invested 7.34 billion rupees during the quarter in a joint venture with Nestle India, announced in April, to make vitamin supplements.

The company also acquired nicotine replacement product, Nicotinell, from Haleon HLN.L in June.

During the quarter, the company had charged off a debt tax asset following a change in government's land tax laws which also hit the profit, Chief Financial Officer MV Narasimham said on the post-earnings call.

The drugmaker's total revenue jumped 16.5% to 80.38 billion rupees, surpassing analysts' estimates of an 11% rise, as its revenue from North America climbed 17%.

Generic drugmakers such as Dr Reddy's, Cipla CIPL.NS and Zydus ZYDS.NS have been struggling in their key United States market with lower pricing issues amid stiff competition, termed as price erosion.

However, the company said the impact of price erosion was low during the quarter, aiding to double-digit growth of its business in North America.

Generic drugmakers have also been benefitting from strong sales across North America for their generic versions of Bristol-Myers Squibb's BMY.N popular cancer treatment drug Revlimid since its launch in 2022. Their diabetic drug portfolio has also been contributing to growth in North America.

Revenue from the India business, the company's second-biggest market, climbed 18% to 13.97 billion rupees.

($1 = 84.0710 Indian rupees)

(Reporting by Kashish Tandon and Rishika Sadam in Bengaluru; Editing by Savio D'Souza, Janane Venkatraman and Vijay Kishore)

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** Shares of Zydus Wellness ZYDS.NS rise as much as 4.2%; set to rise for a fourth straight session

** Consumer goods co to buy 100% stake in Naturell (India), which manufactures nutrition bars and other health food products, for 3.90 bln rupees ($46.3 mln)

** Stock rated "buy" on avg; median PT is 2,485 rupees, ~27.6% higher than current price of 1,963 rupees - LSEG

** ZYDS last up 3.3%, extending YTD gains to ~16%

($1 = 84.0800 Indian rupees)

(Reporting by Anuran Sadhu in Bengaluru)

(([email protected]; +91 8697274436;))

Oct 30 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• ZYDUS WELLNESS - ACQUISITION OF 100% STAKE OF NATURELL (INDIA)

• ZYDUS WELLNESS - DEAL FOR 3.69 BILLION RUPEES

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Aug 2 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• ZYDUS WELLNESS JUNE-QUARTER CONSOL NET PROFIT 1.48 BILLION RUPEES

• ZYDUS WELLNESS JUNE-QUARTER CONSOL TOTAL REVENUE FROM OPERATIONS 8.41 BILLION RUPEES

Source text for Eikon: [ID:]

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** Shares of 'Glucon-D' and 'Complan' maker Zydus Wellness ZYDS.NS rise as much as 3.5% to 1,745 rupees, highest level since November 9, 2022

** ZYDS on Tuesday said its consolidated March-qtr net profit rose 3.4% to 1.5 billion rupees ($18 million) year-on-year

** Its consolidated sales rose to 7.78 billion rupees from 7.1 billion rupees in the quarter

** Co said in a press release that its "Sugar Free" brand maintained its leadership in the sugar substitute category with a market share of 95.9%

** Stock sees most active trading session in over a month

** Stock has risen nearly 3% so far this year, last up 2.3%

($1 = 83.5074 Indian rupees)

(Reporting by Anisha Ajith in Bengaluru)

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** Advertising and promotional (A&SP) spends for Indian fast-moving consumer goods (FMCG) makers to stay high with modest growth rates, brokerage Anand Rathi says

** A&SP spends rose 24% for eight FMCG cos in Q3 on heated up competition, festivals and the World Cup - note

** Expects ~9% rev growth in FY25 for paints, 17% for alcoholic beverages

** Prefers Hindustan Unilever (HUL) HLL.NS, Godrej Consumer Products GOCP.NS among large-caps, Zydus Wellness ZYDS.NS and Emami EMAM.NS among mid-caps, United Breweries UBBW.NS in consumer discretionary

** Rates all preferred picks "buy"

** Says favourable input price trend likely to continue for FMCG and paint cos, expect modest margin gains ahead

** Earlier in Feb, NielsenIQ data showed slowing growth of Indian consumer goods sector

** GOCP up 1.2%, ZYDS, HLL, EMAM largely flat while UBBW down 1%

(Reporting by Hritam Mukherjee in Bengaluru)

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Feb 8 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• ZYDUS WELLNESS DEC-QUARTER CONSOL NET PROFIT 3 MILLION RUPEES VERSUS PROFIT 196 MILLION RUPEES

• ZYDUS WELLNESS DEC-QUARTER CONSOL TOTAL REVENUE FROM OPERATIONS 4.03 BILLION RUPEES VERSUS 4.16 BILLION RUPEES

Source text for Eikon: [ID:]

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Jan 3 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• HEINZ INDIA MERGED WITH CO'S UNIT GETS ORDER OF ASSESSMENT FROM THE CT & GST CIRCLE, ODISHA

• ORDER PASSED ALLEGING SHORT PAYMENT OF TAX, INTEREST, PENALTY OF 3.8 MILLION RUPEES

Source text for Eikon: ID:nBSE3gKf3V

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Zydus Wellness Ltd ZYDS.NS:

• ZYDUS WELLNESS - UNIT GETS ORDER FOR SHORT PAYMENT OF TAX, INTEREST, PENALTY OF 190.3 MILLION RUPEES

Source text for Eikon: ID:nBSE4CSGZ8

Further company coverage: ZYDS.NS

Dec 8 (Reuters) - Zydus Wellness Ltd ZYDS.NS:

• UNIT ZYDUS WELLNESS, SIKKIM RECEIVED AN ORDER FROM OFFICE OF ASSISTANT COMMISSIONER OF GST, TELANGANA

• SAYS ORDER ALLEGING THAT GST AMOUNT OF 180,748 WAS SHORT PAID / NOT-PAID

Source text for Eikon: ID:nBSE85tCgQ

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HYDERABAD, Nov 7 (Reuters) - Indian generic drugmaker Zydus Lifesciences Ltd ZYDU.NS reported a better-than-expected 53.3% jump in quarterly profit on Tuesday, led by the strong sales in the domestic market and the United States.

Consolidated net profit was 8.01 billion rupees ($96.2 million) in the quarter ended Sept 30, compared with 5.23 billion rupees a year earlier. Analysts, on an average, expected a profit of 7.58 billion rupees, per LSEG data.

Total revenue from operations rose 9.1% to 43.69 billion rupees, boosted by the strength in U.S. formulation segment, which constitutes 44% of the business.

India's generic drug makers, which draw a significant share of revenue from the crucial U.S. market, are recovering from the effects of eroding prices in the largest drug market in the world.

Zydus' U.S. formulation revenue rose 9.2%. The company had in August said the business will be boosted by the sales of lenalidomide capsules, a copy of popular cancer drug Revlimid, through the year.

The company, which also makes complex biological drugs biosimilars and vaccines, reported a 4.8% rise in India revenue.

"Going ahead, differentiated launches in the U.S., in addition to a rebound in India business growth which was constrained by delayed seasonality, will be critical drivers," Managing Director Sharvil Patel said in a statement.

Patel expects sustained growth in profit this fiscal year, with a more than 24% margin on earnings before interest taxes, depreciation and amortisation.

Shares of Zydus rose 1.34% after the results, compared to a 1.12% rise in the Nifty Pharma index.

On Monday, unit Zydus Wellness Ltd ZYDS.NS, which makes consumer brands, reported a more than 30% drop in second-quarter profit, hit by a one-off tax expense. nL4N3C71IY

Last month, rivals Dr Reddy's REDY.NS and Cipla CIPL.NS, topped quarterly profit estimates, led by strong U.S. demand.

($1 = 83.2580 Indian rupees)

(Reporting by Rishika Sadam; Editing by Dhanya Ann Thoppil)

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BENGALURU, Nov 6 (Reuters) - Indian consumer good company Zydus Wellness ZYDS.NS reported a more than 30% drop in second-quarter net profit on Monday due to a one-off deferred tax expense.

The maker of Glucon-D energy drink and Complan health drink, posted a net profit of 59 million rupees ($709,134.62) for the quarter ended Sept. 30, as it flagged a deferred tax of 27 million rupees.

However, it reported a 4.9% rise in profit excluding tax expenses at 86 million rupees.

Analysts had expected gross margins for most consumer good companies to expand year-on-year during the July-September quarter due to a moderation in prices of some raw materials.

The Ahmedabad-based company said its raw materials cost, which includes commodities such as milk, refined palm oil and aspartame, dropped 13.2% to 1.82 billion rupees.

"Commodity rates continues to moderate sequentially during the quarter," said the company, in which generic drugmaker Zydus Lifesciences ZYDU.NS holds a 58% stake.

Sales marginally rose 2.6% to 4.38 billion rupees due to slow demand recovery in rural markets, which was disrupted by the delayed and erratic monsoon this year.

Zydus added that it made calibrated price hikes across its portfolio to improve gross margins. Gross margin on net sales for the quarter was at 44.9%, 198 basis points higher than a year ago.

Bigger rivals Nestle India NEST.NS and Dabur India DABU.NS beat September quarter profit estimates on higher demand, while ITC ITC.NS missed profit view as it grappled with stiff competition.

Zydus' shares dropped immediately after the results but recovered losses and were trading 2% higher at 1576.7 rupees as of 13:05 p.m. IST.

($1 = 83.2000 Indian rupees)

(Reporting by Anuran Sadhu in Bengaluru; Editing by Rashmi Aich)

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BENGALURU, Aug 11 (Reuters) - Indian generic drugmaker Zydus Lifesciences Ltd ZYDU.NS said on Friday its profit more than doubled in the first quarter, driven by strong sales in its U.S market.

The pharmaceutical company's consolidated net profit rose to 10.87 billion rupees ($131.3 million) in the quarter ended June 30, compared with 5.18 billion rupees a year earlier.

Its U.S formulations business saw a revenue growth of 57.4% to 24.54 billion rupees, while India formulations grew by 9.1% to 12.27 billion rupees. India and U.S. sales make up 38% and 48% of Zydus' total revenue, respectively.

Zydus has seen a steady growth in its U.S. business, led by new product launches including cancer treatment drug gRevlimid and anti-convulsant medicine gTrokendi.

The Ahmedabad-based drugmaker reported a more than 57% rise in total revenue from operations. Its earnings before interest, taxes, depreciation and amortisation margin improved to 29.3% from 20.5% last year.

Last week, Zydus Wellness ZYDS.NS, a unit focused on making consumer wellness products such as energy drink Glucon D, posted a nearly 19% dip in its first-quarter net profit.

Last month, Dr Reddy's Laboratories REDY.NS and Cipla CIPL.NS reported first-quarter profits above estimates on the back of strong sales in domestic and overseas markets.

Shares of Zydus Lifesciences rose as much as 1.3% after the results before paring the gains. The stock has climbed nearly 55% so far this year, outperforming a nearly 22% rise in the broader Nifty pharma index .NIPHARM.

($1 = 82.7750 Indian rupees)

(Reporting by Kashish Tandon in Bengaluru; Editing by Subhranshu Sahu)

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** Shares of consumer wellness co Zydus Wellness ZYDS.NS down as much as 2.35% to 1,441 rupees, their lowest since June 5

** Stock posts sharpest intraday pct loss since June 5, down for second consecutive session

** ZYDS reports a 19.4% fall in consol net profit for the June quarter at 1.1 bln rupees ($13.29 mln)

** Six out of seven analysts rate the stock "buy" or above, one "hold", their median PT is 1,945 rupees - Refinitiv data

** About 73,500 shares change hands as of 1:25 p.m. IST, 1.1x 30-day average

** Stock down 2.06% YTD, as of last close

($1 = 82.7850 Indian rupees)

(Reporting by Manvi Pant in Bengaluru)

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BENGALURU, May 18 (Reuters) - India's Zydus Lifesciences Ltd ZYDU.NS reported its smallest profit in 14 quarters, hurt by a goodwill impairment charge and costs related to shutting operations at one of its manufacturing units.

The pharmaceutical company reported a 25% fall in its fourth-quarter consolidated net profit to 2.97 billion rupees ($36.32 million), its smallest profit since the second quarter of fiscal 2019.

Zydus Lifesciences said it had a one-time expense of 6.01 billion rupees due to an impairment charge at its U.S. unit Sentynl Therapeutics Inc and costs related to ceasing operations at a manufacturing facility of its unit Zydus Wellness Products Ltd. ZYDS.NS

However, total profit before exceptional items, tax and share of profit from joint ventures surged 90% to 10.87 billion rupees on strong demand sentiment in the pharmaceutical sector.

Zydus Lifesciences's earnings before interest, taxes, depreciation and amortisation (EBITDA) margins climbed more than 25% from 18.9% a year ago.

Its total revenue from operations grew 31.6% to 50.11 billion as sales surged.

Sales from its U.S. drugs segment, accounting for 46% of overall sales, surged 58.3%, while its India drugs business, which had a 26% contribution, rose nearly 11%.

Revenue from Zydus's pharmaceuticals segment, which accounted for 85% of its total revenue in the quarter, grew 35.5% year-on-year to 43 billion rupees.

The company's total expenses, however, rose 19.6% as input costs climbed 11.3%.

The Ahmedabad-based company recommended a final dividend of 6 rupees per share.

Zydus Wellness, the parent company's unit manufacturing consumer wellness products, reported a drop in its fourth-quarter profit margins on Wednesday on higher costs.

Zydus Lifesciences shares closed 2% lower on Thursday after the results. They gained 17% in the March quarter, comfortably outperforming the Nifty pharma index .NIPHARM which declined 4.6%.

($1 = 81.7800 Indian rupees)

(Reporting by Biplob Kumar Das in Bengaluru; Editing by Janane Venkatraman)

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BENGALURU, May 17 (Reuters) - India's Zydus Wellness Ltd ZYDS.NS reported a drop in its fourth-quarter profit margins on Wednesday, as higher costs outweighed a rise in sales that was powered by price hikes for products such as Glucon-D energy drinks.

The company's shares fell nearly 4% after the results.

Net profit for the Ahmedabad, Gujarat-based company rose 9% to 1.45 billion rupees ($17.7 million) in the January-to-March quarter. However, that was only due to a deferred tax benefit of 189.7 million rupees.

Excluding that, the company's profit before tax dropped 3.9% to 1.26 billion rupees.

Zydus Wellness said sales rose 11.8% to 7.1 billion rupees, as effective price increases of 7.8% and an improved product mix helped offset inflationary pressures.

However, that was more than offset by a 14% jump in total expenses.

Consequently, its profit-before-tax margins fell to 17.8% in the latest quarter from 20.7% a year ago. Its net profit margins also edged lower, to 20.5% from 21%.

Zydus Wellness, in which generic drugmaker Zydus Lifesciences ZYDU.NS holds a 58% stake, also declared a dividend of 5 rupees per share.

($1 = 81.7800 Indian rupees)

(Reporting by Manvi Pant in Bengaluru; Editing by Savio D'Souza)

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