Zydus Lifesciences Limited submitted a corporate presentation to be made during an investors' meet scheduled between August 24, 2026, and August 26, 2026. The submission was made via a letter to BSE Limited and National Stock Exchange of India Limited, signed by Dhaval N. Soni, Company Secretary and Compliance Officer.

The presentation outlines the company's vision to be a global life-sciences company transforming lives through innovative discoveries. Key business highlights include:

Financial Performance

  • Consistent revenue growth with improving EBITDA margin profile
  • ROCE calculated as (PBIT ex-exceptional + share of JV profit) / Average Capital Employed
  • ROE calculated as Net Profit ex Exceptionals / Average Net Worth
  • Strong topline and bottomline growth across businesses

Business Segment Performance

  • India Formulations: Revenue of ~INR 65,740 million in FY26 with leadership in super specialty and chronic therapies. Chronic therapy mix improved to 54.2% (+360 bps over 4 years). Field force strength of 7,000+ representatives. 78 brands with INR 250mn+ revenue (vs 56 in MAT Jun'22).
  • Consumer Wellness: Leadership across product categories with 2,700+ field force, 1,950+ distributors, and 2.8mn+ retail outlets. Organized channel saliency reached 38% (Modern Trade: 17%, E-commerce: 21%).
  • North America: US Generics business with robust ANDA pipeline (30-35 ANDAs filed annually). US Specialty business contributes >10% of North America sales in Q1FY27.
  • International Markets: Focus on specialty therapies and scaling brands across emerging markets and select EU markets.

Strategic Initiatives and Growth Drivers

  • Acquisitions: Comfort Click (VMS portfolio), Amplitude Surgical (orthopaedics), Rolvedon® (eflapegrastim-xnst), and LiqMeds (oral liquids portfolio)
  • Product Pipeline: NDA submission for Saroglitazar Magnesium for PBC with Priority Review status from USFDA (expected approval by Q4FY27)
  • Biosimilars: 16 approved and 15 launched in India including world's first Nivolumab biosimilar
  • MedTech Expansion: Focus on orthopaedics, cardiology, and nephrology with dialyzer manufacturing plant establishment
  • R&D Focus: 23 products under development, 7 products under regulatory review, 3 approved products

Manufacturing Capabilities

  • Oral solids: 39,018 Mn pills capacity
  • Injectable: 342.9 Mn units capacity
  • Vaccines: 82.7 Mn doses capacity
  • Biologics DS: 686 KL capacity
  • API: 1,680 MT capacity
  • 19 manufacturing sites for Small Molecules, 6 for API, 6 for Biological Products, 6 for Vaccines

ESG Performance

  • 37% renewable energy in total energy mix
  • ~68% recycle and reuse of treated wastewater
  • 11% reduction in water intensity in FY2026 vs. FY2025
  • 28% waste disposal via co-processing in FY26

The presentation includes forward-looking statements and disclaims any obligation to update information. The document is for information purposes in India only and not for distribution in the United States.