Zydus Lifesciences Posts 30% Revenue Jump in Q3, Net Profit up 9%

Why It Matters

The earnings surge underscores Zydus’ successful diversification and growing foothold in high‑margin US markets, enhancing its competitive edge. Robust cash flow and modest debt levels position the company for further expansion and shareholder value creation.

Key Takeaways

• Revenue rose 30% YoY to ₹68.6 bn.
• North America formulations grew 16% to ₹28 bn.
• Consumer wellness revenue jumped 113% after acquisition.
• EBITDA increased 31% to ₹18.2 bn, margins 26.5%.
• Net debt rose to ₹28.7 bn, debt‑to‑equity 0.11.

Pulse Analysis

India’s pharmaceutical sector has entered a phase of accelerated consolidation, and Zydus Lifesciences is emerging as a clear beneficiary. By leveraging its broad product portfolio and expanding into consumer wellness and medtech, the company delivered a 30% revenue jump, outpacing domestic market growth. This diversification reduces reliance on traditional drug sales and taps into higher‑margin segments, reinforcing Zydus’ resilience amid pricing pressures and regulatory scrutiny.

The firm’s North America formulations business, now accounting for 41% of total revenue, is a pivotal growth engine. In the quarter, it recorded a 16% increase, launched four new products, and secured eight ANDA approvals, including the groundbreaking USFDA clearance for Zycubo, the first therapy for Menkes disease. Such regulatory wins not only broaden the product pipeline but also enhance the company’s credibility in the highly competitive US market, where generic and specialty drug approvals drive profitability.

Strategic acquisitions have further amplified Zydus’ trajectory. The full‑quarter integration of Comfort Click Limited propelled consumer wellness sales by 113%, while the Amplitude Surgical medtech acquisition contributed nearly ₹3 bn. Coupled with a low net‑debt‑to‑equity ratio of 0.11, these moves provide a solid financial foundation for continued expansion. Investors are likely to view the robust earnings, diversified revenue streams, and disciplined capital structure as strong indicators of sustainable long‑term growth.

Zydus Lifesciences posts 30% revenue jump in Q3, net profit up 9%

The company’s adjusted net profit for the quarter rose 9% to ₹11, 109 million, while EBITDA grew 31 per cent to ₹18, 164 million with margins improving 20 basis points to 26.5 per cent · Updated · February 09, 2026 at 03:28 PM

[Zydus Lifesciences Limited] reported a 30 per cent year‑on‑year increase in revenue from operations to ₹68,645 million for the third quarter ended December 31, 2025, driven by strong performance across its pharmaceutical, consumer wellness and medtech businesses.

The company’s adjusted net profit for the quarter rose 9 per cent to ₹11,109 million, while EBITDA grew 31 per cent to ₹18,164 million with margins improving 20 basis points to 26.5 per cent.

The Ahmedabad‑based pharmaceutical company’s North America formulations business, which accounts for 41 per cent of consolidated revenues, posted 16 per cent growth to ₹28,043 million.

The US division launched four new products and received eight ANDA approvals during the quarter. In January 2026, the company received USFDA approval for Zycubo, the first approved therapy for Menkes disease, an ultra‑rare condition.

India formulations grew 13 per cent year‑on‑year to ₹17,094 million, outpacing market growth with branded business expansion of 14 per cent. The chronic segment portfolio now represents 45.3 per cent of the India business, up 560 basis points over three years. International markets formulations surged 38 per cent to ₹7,881 million on broad‑based demand across emerging markets and Europe.

Consumer wellness revenues jumped 113 per cent to ₹9,578 million, reflecting the full‑quarter consolidation of Comfort Click Limited, which the company acquired earlier. The newly added medtech segment contributed ₹2,996 million following the acquisition of Amplitude Surgical’s business. For the nine‑month period, total revenues reached ₹195,614 million, up 17 per cent year‑on‑year, with adjusted net profit rising 15 per cent to ₹38,640 million.

The company’s net debt to equity ratio stood at 0.11 times as of December 31, 2025, with net debt of ₹28,728 million compared to negative net debt of ₹48,880 million in March 2025. Research and development investments for the quarter were ₹6,074 million, representing 8.8 per cent of revenues.

Shares of Zydus Lifesciences were trading at ₹918.15 on the NSE as of 2:11 pm on Monday, up ₹30 or 3.38 per cent from the previous close of ₹888.15. The stock hit an intraday high of ₹933.35 and low of ₹884.00, with traded volume of 15.81 lakh shares.

Published on February 9, 2026.