Whalesbook
Zydus Lifesciences ne Q4 mein dikhaya dum, legal costs ke bawajood!
Zydus Lifesciences ne March 2026 ko khatam hue Q4 ke liye ₹1,272 crore ka consolidated net profit report kiya hai. Ye pichle saal se 8.7% zyada hai, bhale hi company ne Mirabegron litigation settle karne ke liye ₹397.5 crore kharch kiye. Agar yeh one-time expense hataya jaaye, toh adjusted net profit 15% badh kar ₹1,592.9 crore ho gaya, jo company ki operational strength dikhata hai.
Shareholder Returns ko Buyback aur Dividend se boost!
Shareholders ko reward karne aur future par confidence dikhane ke liye, Zydus Lifesciences ke board ne ₹1,100 crore tak ke share buyback program ko approve kiya hai. Buyback price ₹1,150 per share set kiya gaya hai, jo announcement ke time market price se lagbhag 16% premium hai. Iske alawa, FY26 ke liye ₹1 per equity share ka final dividend bhi propose kiya gaya hai, jo shareholders ki approval par nirbhar karega.
Key Divisions se Sales mein 18% ka zabardast jump!
Q4 mein total product sales revenue 18% badh kar ₹7,434 crore ho gaya. Consumer wellness division ek bada growth driver raha, jismein sales 54% badh kar ₹1,483 crore ho gaye, skin, hair care, aur food and nutrition products ke strong performance ki wajah se. International formulations segment ne bhi 45% badhotri dikhate hue ₹804 crore ki sales ki. Medical technologies ne 9% revenue increase se ₹327 crore contribute kiye.
Indian Formulations ne Pharmaceutical Segment mein lead kiya
Overall pharmaceuticals business ne 3.1% revenue growth se ₹5,776 crore kamaye. Indian formulations segment mein 14% ka expansion dekha gaya, khaas kar oncology aur nephrology jaisi chronic therapies mein. North America formulations business, jo total revenue ka 40% hai, mein 6% year-on-year decline hua, lekin sequential basis par 5% increase dikhaya, jo market stabilization ka ishara hai.
Full-Year Financials aur Growth ke liye Investment
Full fiscal year 2026 ke liye, Zydus Lifesciences ne product sales revenue mein 18% ka rise record kiya, jo ₹26,718 crore pahunch gaya. Consolidated net profit 11% badh kar ₹5,040 crore ho gaya, ya exceptional items adjust karne ke baad 15% badh kar ₹5,456 crore. EBITDA 20% badh kar ₹8,475 crore ho gaya, jismein EBITDA margin 31.2% tak improve hua. Company ne R&D mein ₹2,273 crore (8.4% of revenues) aur capital expenditures mein ₹1,714 crore invest kiye hain future growth ko support karne ke liye.