Whalesbook
Zydus Lifesciences ke stock ne aaj market mein kamaal kar diya! Company ne apne Q4 FY26 ke results announce kiye hain, aur kya results hain bhai!
Profit aur Revenue ka Dhamaka:
Is quarter mein Net Profit 8.7% jump karke ₹1,272.5 Crore ho gaya hai, aur revenue bhi 16.2% badhkar ₹7,587 Crore pahunch gaya. Analysts bhi expected numbers se zyada impress hain.
Buyback ka Announcement:
Aur baat yahi nahi ruki! Zydus ne ₹1,100 Crore ka share buyback bhi approve kar diya hai, jahan woh ₹1,150 per share de rahe hain. Isse lagta hai company management ko apne stock valuation par pura bharosa hai.
Market Correction mein bhi Chaaya:
Mazedaar baat yeh hai ki jabki overall market (jismein BSE Sensex bhi thoda neeche tha) gir raha tha, Zydus ka stock ₹1,091 tak pahunch gaya tha.
Valuation aur Future Growth:
Company ka P/E ratio 18.6x se 20.4x (TTM) ke beech mein hai, jo industry average P/E 34.74 ke comparison mein kaafi attractive lagta hai. Market cap kareeb ₹1,02,530 Crore hai. Full year FY25 mein bhi revenue 18.9% badhkar ₹23,241 Crore aur profit 20.4% badhkar ₹4,614 Crore ho gaya tha. Zydus FY27 tak high-teen growth expect kar raha hai. International business mein toh 45% ka growth dikha hai Q4 mein, aur naye biosimilars Tishtha aur Anyra bhi launch ho gaye hain.
Potential Challenges ko bhi Dekhte hain:
Sab kuch acha hone ke bawajood, JM Financial ne kuch concerns uthaye hain. Agle do saal mein revenue aur EBITDA growth ko lekar thodi chinta hai, kyunki U.S. market mein competition badh sakta hai. GRevlimed aur Mirabegron jaise products par asar pad sakta hai. North America formulations business mein Q4 mein 6% ka decline bhi dekha gaya hai. Investors ab dekhenge ki Zydus pricing pressure aur competition ko kaise handle karta hai.