Zydus Lifesciences Latest Update

Strong Q4 FY25 Performance: Zydus reported an 18% YoY increase in Q4 FY25 revenue and a 30% jump in EBITDA. Despite a 1% dip in net profit due to a one-time loss, US generics and Indian formulations showed strong growth. They expect over 26% EBITDA margins and double-digit revenue growth for FY26. Key FDA Approvals: Zydus secured US FDA approval for isotretinoin capsules (generic Absorica for severe acne) and Niacin Extended-Release Tablets (cholesterol management). They also received approvals for Apalutamide (prostate cancer) and Deflazacort (muscular dystrophy) recently. Strategic Expansion: Zydus is expanding into vaccines and medtech, including a combination vaccine for shigellosis and typhoid and their acquisition of Amplitude Surgical SA (orthopedics). They also have co-marketing agreements for Saroglitazar Mg (NAFLD/NASH) with Torrent and Lupin, and a CKD drug with Sun Pharma. Other Updates: Zydus launched a breast cancer awareness campaign ("The Easiest Exam") and appointed Punit Patel as President & CEO, Americas. Their injectable manufacturing plant received 10 US FDA observations, which they are addressing.