Zydus' Q4 FY25 revenue / gross profit / Ebitda growth (YoY) was 17 / 17 / 14 (%). Revenue was up 17% YoY to Rs 9.1 billion with 13% volume growth YoY. In the brokerage's view, organic revenue growth was in low double digit and volume growth of mid-to-high single digit during the quarter.
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ICICI Securities Report
Zydus Wellness Ltd.'s Q4 FY25 organic performance was good – best-in-class revenue growth of ~12% driven by ~7% volume growth. Reported revenue / volume growth was 17%/ 13% YoY [including acquisition of RiteBite].
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During Q4 FY25, personal care segment delivered 23% YoY growth, which was broad based. Food and nutrition segment grew 15% YoY, partially impacted by weakness in Nutrition segment offset by inorganic growth.
In our view, unseasonal rains may impact Q1 FY26; however, we reckon improved execution may trump this challenge. In the medium-term, portfolio premiumisation [already underway] may support margin expansion. Upgrade to Buy (from Add).
Key downside risks are delays or failures in new product development or inability to expand distribution.
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