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Shrikant Pandey

19th May · SEBI-Registered Analyst

ZYDUSLIFE

ZYDUS LIFE Q4 : STRONG FORMULATIONS & CONSUMER WELLNESS GROWTH ACROSS MARKETS 💊🌍 • 🇮🇳 India formulations business grew 14% YoY in Q4 FY26 and 10.9% for FY26 • ❤️ Outperformed IPM in Cardiology, Respiratory, Dermatology & Oncology therapies • 🧬 Launched Tishta™ — world’s first biosimilar of Nivolumab • 💉 Launched Ayrta™ — India’s first indigenously developed biosimilar of Aflibercept 2 mg • ⚕️ Also launched Semaglutide injection under brands SEMAGLYN™, MASHEM™ & ALTEMET™ • 🇺🇸 North America formulations business grew 5.7% in FY26 despite Q4 softness , Q4 Revenue Down 5.7 % YOY • 📄 Filed 3 ANDAs and received approvals for 9 ANDAs during the quarter • 🧪 Signed definitive agreement to acquire US-based Agenstor Holdings for $16 million • 🌍 International formulations business surged 45% YoY in Q4 FY26 and 39.9% in FY26 • 🛍️ Consumer wellness segment revenue jumped 61.1% YoY in Q4 and 46% in FY26 • 🏆 Domestic consumer brands continued leadership positions across categories

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