Zydus Lifesciences Limited announced its unaudited consolidated financial results for the quarter ended June 30, 2025.

The company reported revenue from operations at Rs. 6,573.7 crore, up 6 per cent YoY. Net profit rose 3 per cent to Rs. 1,466.8 crore as compared to Rs. 1,419.9 crore in Q1 FY25. EBITDA at Rs. 2,088.5 crore remained flat compared to last year, with an EBITDA margin of 31.8 per cent.  Organic capex for the quarter was Rs. 402 crore.

During the quarter, R&D investments stood at Rs. 485.6 crore, representing 7.4 per cent of revenues.

In India, which accounted for 37 per cent of consolidated revenues, the company posted sales of Rs. 2,374.4 crore, up 6 per cent YoY. The formulations business grew 8 per cent to Rs. 1,519.5 crore, driven by strong performance of pillar brands, new products, and faster growth in chronic therapies, particularly cardiology, respiratory, anti-infectives, pain management, and oncology, where Zydus retained its leadership.

The chronic portfolio share rose to 43.7 per cent, up 420 basis points over three years. The consumer wellness business grew 2 per cent to Rs. 854.9 crore, with strong double-digit growth excluding seasonal brands, and an improvement in organized trade saliency to 30.9 per cent, driven by both e-commerce and modern trade.

The US formulations business, contributing 49 per cent of revenues, recorded Rs. 3,181.7 crore, up 3 per cent year-on-year and 2 per cent sequentially, with US$372 million in constant currency terms.

The company launched three new products, filed three ANDAs, and received six approvals, including two tentative approvals.

International markets formulations revenue grew 37 per cent to Rs. 726.5 crore, supported by strong demand across regions. The API business generated Rs. 157.5 crore, up 11 per cent, while the alliances and others segment declined 28 per cent to Rs. 26.9 crore. API manufacturing facilities at Ankleshwar and Dabhasa received Establishment Inspection Reports from the USFDA following inspections earlier in the year.

On the innovation front, Zydus initiated Phase II(b) clinical trials in the US for Usnoflast, a novel oral NLRP3 inflammasome inhibitor for Amyotrophic Lateral Sclerosis (ALS), which has Fast Track and Orphan Drug designations from the USFDA. In biotech R&D, the company received DCGI marketing authorization for Rituximab and Aflibercept biosimilars, and approval to start Phase III trials for its second antibody-drug conjugate. Vaccine R&D saw the completion of Phase II trials for a Hepatitis E vaccine and initiation of Phase IV trials for a rabies vaccine to assess long-term safety and efficacy.

During the quarter, Zydus entered the global biologics CDMO business through a plan to acquire US-based biologics manufacturing facilities from Agenus Inc., adding a strategic growth driver. The company also completed the acquisition of a stake in Amplitude Surgical SA, a European medtech leader in lower-limb orthopedic technologies with a portfolio of advanced products and robotic surgery systems.

Dr. Sharvil Patel, Managing Director, said, “Our Q1 FY2026 performance reflects the results of our disciplined execution, with most of our key businesses meeting expectations. We remain firmly on track to achieve our FY2026 aspirations and are excited about the upcoming developments on the innovation front, which we believe will open up new avenues for sustainable growth. As we pursue these opportunities, we continue to keep the highest standards of compliance at the core of all our operations, while building strong future growth pillars that will strengthen our position globally.”