Zydus Wellness Limited · NSE:ZYDUSWELL
Zydus Wellness — Q2 FY2026-27 Earnings Presentation
43 slides from Zydus Wellness's earnings presentation, Nov 3, 2026
Slide 1: Cover letter to stock exchanges: Investor Presentation
November 3, 2026 Listing Department Code: 531 335 BSE LIMITED P. J. Towers, Dalal Street, Mumbai–400 001 Listing Department Code: ZYDUSWELL NATIONAL STOCK EXCHANGE OF INDIA LIMITED Exchange Plaza, C/1, Block G, Bandra Kurla Complex, Bandra (E), Mumbai–400 051 Re: Investor Presentation Dear Sir / Mad
Slide 2: Q2, FY 2026-27 Earnings Presentation
Q2, FY 2026-27 Earnings Presentation November 3, 2026
Slide 3: Safe Harbour Statement
Safe Harbour Statement This presentation contains certain forward-looking statements including those describing Zydus Wellness’s strategies, strategic direction, objectives, future prospects, estimates etc. Investors are cautioned that “forward looking statements” are based on certain expectations,
Slide 4: Company Overview & Consumption Trend, Business Highlights, Financial Performance, Board of Directors
1 2 Company Business Overview & Highlights Consumption Trend 3 4 Financial Board of Performance Directors
Slide 5: Company Overview & Consumption Trend
Company Overview & Consumption Trend
Slide 6: Key Milestones
Capital restructure Acquisition of (QIP and Preferential Naturell (India) Launched issue of Rs. 10,000 Private Limited New Everyuth Tan million) and Launched production Removal repurchased NCDs Launched Acquisition of Reimagining Everyuth facility in Range, of Rs. 15,000 million new variant Carnatio
Slide 7: A Future-Ready Company Aligned with Global Health & Wellness Trends
A Future-Ready Company Aligned with Global Health & Wellness Trends GLOBAL TRENDS PROPOSITIONS Leader in sugar substitutes, expanding into Low Sugar/No Sugar healthier cookies and chocolates Full-spectrum protein portfolio covering High Protein bars, snacks & cookies for every occasion Scaling RTD e
Slide 8: Consumption Trend Overview
Consumption Trend Overview DEMAND CHANNELS COSTS Resilient Demand Q-comm & e-comm lead Demand trends indicate Quick-commerce and e- sustained positive commerce continues the momentum across momentum by steadily categories, driven by a steady increasing its share. urban recovery and improving rural o
Slide 9: Business Highlights
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Slide 10: Most Brands Outperform Category Growth
Most Brands Outperform Category Growth Glucose Nutrition Sugar Prickly heat *Facial Category Scrub Peel-off Powder Drink substitute # powder cleansing Category Size (in cr.) 1 ~ 965 5 ~ 6,160 ~ 330 ~ 840 ~ 4,800 ~ 415 ~ 180 Category Growth (y-o-y) -8.0% -9.8% -9.3% 0.8% 6.3% 8.9% 8.0% Mkt. Rank 1 4
Slide 11: RiteBite Max Protein
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Slide 12: Paving the Way for Future Business with Rite Bite Max Protien
Paving the Way for Future Business with Rite Bite Max Protien New launch • Significantly strengthened market leadership, reflecting rising consumer demand in healthy snacking. • Continuously outperforming internal projections, driven by robust value and volume growth through innovation-led category
Slide 13: Janhvi Kapoor is the brand ambassador of Sugar Free Green
Janhvi Kapoor is the brand ambassador of Sugar Free Green
Slide 14: Shaping the Future of Everyday Wellness
Shaping the Future of Everyday Wellness ❖ Brand replicated its double-digit growth performance from the previous New launch quarter in the current quarter. Monk fruit Sweetener ❖ Sugar Free Green continuing its momentum, by further strengthening its brand visibility and consumer engagement through a
Slide 15: Everyuth Naturals
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Slide 16: Driving Category Growth by Adding New Consumers
Driving Category Growth by Adding New Consumers Strengthening Position in Targeted Categories ❖ Delivered high double-digit growth, outpacing category growth through innovation, wider distribution, and an enhanced consumer experience. ❖ Maintained its 4th rank in the facial cleansing category with a
Slide 17: Glucon-D
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Slide 18: Strategic Levers Intact to Drive Category and Consumer Growth
Strategic Levers Intact to Drive Category and Consumer Growth Enhanced awareness of Glucon-D Performance – Q2 FY27 Glucon-D ORS Recharge through aathlete and celebrity Delivered strong growth, Receiving a positive initial across social media platforms, delivering a aided on a low base. market feedba
Slide 19: Nycil summer revival and household growth
❖ The summer revival in the latter half of the quarter, coupled with delayed monsoons, drove significant household growth for Nycil, resulting in increased penetration across key geographies. ❖ Brand continues to maintain its leadership position and remains focused on consistent execution to support
Slide 20: Slide 20
Slide 21: Building Lifelong Consumer Relationships
Building Lifelong Consumer Relationships ❖ Brand delivered strong double-digit growth across the portfolio, achieving a high double- digit 6-year CAGR, despite the commodity headwinds. ❖ Strengthened brand proposition through the “Sab Ke Liye Right” campaign and Festive Delight Series with Sanjeev K
Slide 22: Complan
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Slide 23: Reinforcing Brand Strength in a Tough Market
Reinforcing Brand Strength in a Tough Market ❖ Brand outperformed the category trend, registering double-digit growth. ❖ Complan NutriGro Kids maintained robust growth momentum, supported by direct supply through the newly set-up owned medical marketing team. ❖ Leveraged regional influencers to ampl
Slide 24: Cuticolor
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Slide 25: Marketing and Distribution Initiated in Organised Channel
Marketing and Distribution Initiated in Organised Channel Shade Portfolio Expansion Launched Bright Brown, Strengthened expanding Cuticolor’s shade premium brand portfolio and offering visibility through consumers seeking safer hair- features across colouring options greater leading beauty and choic
Slide 26: WeightWorld, Maxmedix, Animigo
WeightWorld meoerech Animigo WeightWorld OMEGA-3 CREATING. JRE MARINE HONonyo}| ~ PURE MARINE | Fish OIL
Slide 27: Enhancing Global Market Access Through Acquired Brands
Enhancing Global Market Access Through Acquired Brands Revenue Overview Channel wise Sales Overview Amazon Ratings in Top Markets UK Weight World Market Place Germany Animigo D2C France maxmedix Wholesale Spain > 4.7 / 5.0 Italy Vitamin B Complex Omega-3 Triglyceride Vitamin D3+K2 90 Gummies 180 Sof
Slide 28: Building a Stronger International Portfolio
Building a Stronger International Portfolio ❖ Despite ongoing geopolitical disruptions, international business continued to deliver. ❖ Sugar Free, Complan, RiteBite - Max Protein and Nycil contributes a significant portion of the overall business. Market Geography for H1 FY27 Gulf Region African Cou
Slide 29: Global Footprint Established Across Key Markets
Global Footprint Established Across Key Markets India Bahrain Bangladesh Bhutan Hong Kong Kuwait Lebanon Maldives Malaysia Thailand United Arab Emirates Myanmar Nepal Oman Qatar Saudi Arabia Sri Lanka Taiwan Singapore Nigeria Kenya Mauritius Ethiopia South Africa Tanzania Uganda Zimbabwe Morocco New
Slide 30: Awards & Recognitions
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Slide 31: Awards and Recognitions
Awards and Recognitions • Everyuth won Silver for “From Swipe to Selfie” (Best Mobile Multi Channel) Historic Win at the e4m Prime Time Awards as Advertiser of the year and #JustHerThings – Women’s Day (Best Use of Topical Posts). Sugar Free has won Bronze in ET shark awards • I’m Lite won Bronze fo
Slide 32: Awards and Recognitions
Awards and Recognitions Everyuth has won 2 GOLD at the Adgully DataMatrix Awards 1. Best Native Digital Advertising 2. Innovation in Creative Content Generation Everyuth has won DG+ Award for Excellence in Mobile Technology (Everyuth AR Glow Up Lens) Nycil has won ET Everyuth has won ET Martech Awar
Slide 33: Awards and Recognitions
Awards and Recognitions Recognized for its Zero Trust RiteBite Max Protein won the Transformation, strengthening Silver in the Best Social Media Won the award for Legal & cybersecurity, access governance, and Brand – FMCG category at the Compliance Team of the year secure hybrid work while building
Slide 34: Awards and Recognitions
Awards and Recognitions Aligarh Manufacturing facility honored with a Gold Award at the National Award for Manufacturing Competitiveness (NAMC) 2026, and Diamond trophy for retaining Gold Award for three consecutive years Exceptional Employee Experience in Onboarding by HR World EX Awards 2026
Slide 35: Financial Performance
zyd welines nouris h -nurture energize Financial Performance
Slide 36: Revenue Performance Snapshot
Revenue Performance Snapshot Domestic Domestic Q2 Q2 123.5% 29.2% FY27 FY27 Seasonal Brands H1 -8.7% FY27 H1 13.3% FY27 Q2 FY27 37.5% International * Skin and Hair Care H1 35.8% Q2 FY27 12.4% FY27 Q2 FY27 25.1% H1 Food and 18.6% Nutrition FY27 H1 20.7% FY27 * Includes Comfort click business on a lik
Slide 37: Revenue Performance Snapshot
Revenue Performance Snapshot Geographic Mix for H1 FY27 Domestic Market – Organised Channel Saliency 38% 32% 22% 24% 20% H1 FY23 H1 FY24 H1 FY25 H1 FY26 H1 FY27 Domestic International Industry leading organized channel saliency stood at 38% in H1 FY27, comprising Modern Trade at 15% and E-commerce a
Slide 38: Gross Margin Performance Snapshot
Gross Margin Performance Snapshot Gross margin expansion continued in the core business and was further accelerated by the higher margin of the Comfort Click business. Gross Margin % to Net Sales Y-o-Y Gap - 73 + 483 + 1561 + 1000 + 1071 + 870 + 118 + 980 bps 64.8% 65.5% 63.3% 63.5% 61.1% 54.8% 53.7
Slide 39: Key input rate trends towards recovery of Margins
Key input rate trends towards recovery of Margins Milk Edible oils Dextrose Monohydrate 37.4% vs Q2 FY25 1.5% vs Q2 FY25 15.3% vs Q2 FY25 17.8% vs Q2 FY26 -8.3% vs Q2 FY26 9.6% vs Q2 FY26 4.5% vs Q1 FY27 0.3% vs Q1 FY27 3.8% vs Q1 FY27 Q2 FY25 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY25 Q2 FY26 Q1 FY27 Q2 FY27
Slide 40: Financial Highlights for Q2 and H1 FY27
Financial Highlights for Q2 and H1 FY27 Q2 Q2 Y-o-Y H1 H1 Y-o-Y INR Million FY27 FY26 Growth % FY27 FY26 Growth % Net Sales 11,227 6,429 74.6% 25,526 15,006 70.1% Revenue from operation 11,266 6,505 73.2% 25,636 15,114 69.6% Gross Contribution 6,894 3,442 100.3% 16,330 8,173 99.8% (% of net sales) 6
Slide 41: Board Of Directors
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Slide 42: Board of Directors
Board of Directors Dr. Sharvil P. Patel Non - Executive Chairman Mr. Akhil Monappa Dr. Sharvil Patel, Chairman and Non-Executive Director of our Independent Director Company since April 2009, holds a bachelor's and doctorate in Mr. Akhil Monappa, Independent Director since May 2023, holds degrees fr
Slide 43: Zydus Wellness Limited
Zydus Wellness Limited Regd. Office: Zydus Corporate Park, Scheme No. 63, Survey No. 536, Khoraj (Gandhinagar), Nr. Vaishnodevi Circle, S. G. Highway, Ahmedabad – 382481, India. CIN: L15201GJ1994PLC023490 +91-79-71800000 www.zyduswellness.com