Zydus Lifesciences Ltd on Tuesday released its fiscal fourth quarter earnings with profit at Rs 1170.90 crore, missing estimates. This was marginally lower than Rs 1182.30 crore recorded during the corresponding quarter of FY24. It posted revenue from operations at Rs 6527.90 crore, up 17.96 per cent as against Rs 5533.80 crore reported during the fourth quarter of previous financial year. The company EBITDA stood at Rs 2126 crore.
According to a CNBC TV18 poll, Zydus Lifesciences was expected to record Q4 profit at Rs 1379.6 crore and revenue for the quarter in review was estimated at Rs 6,321.5 crore.
For the full year, revenue from operations stood at Rs 23,241.50 crore, up 19 per cent over last year. Net profit, adjusted for exceptional items, came in at Rs 4745.10 crore, up 23 per cent YoY. Research & Development (R&D) investments for the year stood at Rs 1855.50 crore (8.0 per cent of revenues). The company recorded capex (organic) for the full year at Rs 1214.00 crore.
Dr Sharvil Patel, Managing Director, Zydus Lifesciences, said, “We are happy to conclude FY 2025 on a strong note, with all our businesses surpassing our growth expectations. The commercial success of our extensive product portfolio combined with operating leverage has significantly bolstered profitability and financial health. We made meaningful progress in our differentiated pipeline and added new capabilities to ensure sustainable growth.”
Dividend announcement
The company board has recommended a final dividend of Rs 11 (@1100 per cent) per equity share of Re 1 each, subject to approval of the shareholders at the ensuing Annual General Meeting scheduled to be held on August 12, 2025.
It further announced the record date for the dividend payment as Friday, July 25, 2025, to determine the list of shareholders entitled to receive the final dividend for the Financial Year ended on March 31, 2025. “The company shall make the payment of dividend, subject to deduction of tax at source, on or around August 14, 2025, subject to the approval of the same by the shareholders at the AGM,” it said in a regulatory filing.
Q4 performance across regions and segments
India Geography comprises of formulations as well as consumer wellness businesses and accounted for 39 per cent of consolidated revenues. The segment registered revenues of Rs 2447.50 crore, up 13 per cent on-year.
Formulations business: The segment registered revenue of Rs 1539.40 crore, up 11 per cent on-year. The business, it said, accounted for 25 per cent of consolidated revenues. Branded business outperformed Indian Pharmaceutical Market (IPM) with 11 per cent YoY growth driven by high uptick in pillar brands and innovation products. Secondary sales during the quarter exceeded the IPM growth with 10 per cent growth, driven by the strong performance of the chronic segment and overall higher than market growth in key therapies.
Consumer wellness business: The segment registered revenue of Rs 908.10 crore, up 17 per cent on-year with 13 per cent volume growth. The business accounted for 14 per cent of revenues. The personal care segment, comprising Nycil and EverYuth brands, witnessed strong consumer traction and achieved robust double-digit growth. The food and nutrition segment also registered strong double-digit growth driven by category expansion and product innovation and supported by acquisition of Naturell (India) Pvt Ltd.
US formulations business: It registered revenues of Rs 3130.70 crore, up 24 per cent YoY and 30 per cent QoQ. The business accounted for 50 per cent of consolidated revenues. In constant currency terms, the business registered revenues of $363 million.
International Markets formulations business: Registered revenues of Rs 554.70 crore, up 12 per cent YoY. The business accounted for 9 per cent of consolidated revenues.
API business: The segment registered revenues of Rs 129.00 crore, down 10 per cent on-year. The business accounted for 2 per cent of consolidated revenues.
Alliances & Others: Registered revenues of Rs 28.30 crore, down 23 per cent on-year. The business accounted for 0.45 per cent of consolidated revenues.