'
Zydus Wellness
hosted a conference call on Nov 5, 2025, which was represented by Mr. Umesh
Parikh, CFO; Mr. Tarun Arora, CEO; and Dr. Sharvil Patel, Chairman.
Key takeaways of the call
In Q2 FY26, the
company posted strong sales growth driven by robust performance of newly
acquired entities, which offset the impact of seasonal products.
While Implementation
of GST reforms led to transitory business disruption in Q2 FY26. The short-term
affect has been stabilized now. The company is expected to witness stronger
product demand following recent GST reforms, as over 85% of its portfolio is
now categorized under the 5% GST rate.
Early and
extended monsoon affected the seasonal categories consumption. While non-seasonal
portfolio witnessed good growth.
In Q2 FY26, the
Food and Nutrition segment reported 43.9% YoY growth. While the Personal Care
segment fell 26.8% Y...
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