'
Zydus Wellness
hosted a conference call on July 30, 2025, which was represented by Mr. Umesh Parikh,
CFO; Mr. Tarun Arora, CEO; and Mr. Ganesh Nayak, Director.
Key takeaways of the call
In Q1 FY26, rural
growth continues to outpace urban growth rates. Persistent input cost inflation
is expected to ease in coming quarters.
Management
highlighted that non-seasonal portfolio remained strong. While shorter than
usual summers and unseasonal rains have affected the seasonal brands.
Despite seasonal
impacts, management expects double-digit revenue growth over the next 2-3
years.
Quick Commerce
and E Commerce maintained strong growth momentum. Tier 2 and Tier 3 cities
positioned as next phase growth drivers.
Organized trade
saliency continued to improve, reaching 30.9% in Q1 FY26, up from 23.3% in Q1
FY25. Within this, e-commerce contributed 14.5%...
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