Zydus Lifesciences Limited · NSE:ZYDUSLIFE
Zydus Lifesciences — Investor Presentation (August 2026)
38 slides from Zydus Lifesciences's investor presentation, Aug 23, 2026
Slide 1: Exchange cover letter for investor presentation
August 23, 2026 BSE Limited Code: 532321 1st Floor, P J Towers, Dalal Street, Mumbai-400001 National Stock Exchange of India Limited Code: Zyduslife Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai-400051 Re.: Investor presentation for investor conference
Slide 2: Zydus Lifesciences Limited Corporate Presentation August 2026
Zydus Lifesciences Limited Corporate Presentation August 2026
Slide 3: Disclaimer
Disclaimer This presentation is issued by Zydus Lifesciences Limited (the “Company”) for general information purposes only, without regard to specific objectives, suitability, financial situations and needs of any particular person. This presentation does not constitute or form part of any offer or
Slide 4: Vision, Mission, Purpose
VISION To be a global life-sciences company transforming lives through innovative discoveries MISSION To unlock new possibilities in life-sciences through healthcare solutions that impact lives PURPOSE Empowering people with the freedom to live healthier and more fulfilled lives 3
Slide 5: Zydus Lifesciences: Innovation-led Diversified Lifesciences Company
Zydus Lifesciences: Innovation-led Diversified Lifesciences Company Global Scale and Capabilities Leadership Across Multiple Markets Portfolio and Product Pipeline Key Characteristics of our Business Leading company in IPM; #1 in Oncology4 US$ 3 bn+ US$ 959mn Fast-Growing Large Market FY26 FY26 Mark
Slide 6: Three Large Global Categories
Three Large Global Categories India US International Markets ▪ Rising chronic1 share ▪ Among Top-3 generic players4 ▪ Building bigger brands2 Pharma ▪ Leveraging innovation pipeline ▪ Rising specialty5 play through ▪ EM – Strong therapy focus in-house development, ▪ EU – Portfolio expansion and and
Slide 7: Portfolio Across Platforms
Portfolio Across Platforms Innovation portfolio fueling India Formulations growth Specialty and Rare diseases portfolio in the US on 1 back of Organic and Inorganic Levers Rare Diseases Advancing pipeline for global markets US Specialty7 (Sentynl) Saroglitazar (US) Usnoflast Spec Desidustat (China)
Slide 8: Moving up the Innovation Curve
Pipeline Monetization on Track with Strengthened Commercial Capabilities – Creating an Ecosystem Focused on Patient Centricity Current Play Growth Drivers ▪ Scaled multiple products in India: Saroglitazar (Lipaglyn®, ▪ Saroglitazar (PBC indication) – Commercialisation Bilypsa®), Desidustat (OxemiaTM
Slide 9: Long Term Track Record of Value Creation
Long Term Track Record of Value Creation …Driven by Healthy Financial Performance Consistent Revenue Growth Improving Margin Profile (EBITDA) Revenue (INR Mn) EBITDA (INR Mn) & EBITDA Margin (%) 23.5% 31.2% 13.5% 2,71,484 20.1% Shareholder Value Creation… CAGR CAGR 84,751 Market Capitalization1 ($Bn
Slide 10: Strong Topline and Bottomline Growth Across Businesses
Strong Topline and Bottomline Growth Across Businesses Revenue (INR Mn) Business-Wise Performance 15.5% CAGR 2,32,415 2,71,484 Business Vertical 1,72,374 1,95,474 (FY22 – 26) 1,52,652 80,170 India Formulations 8.1% FY22 FY23 FY24 FY25 FY26 Q1 FY27 EBITDA (INR Mn) North America Formulations 19.1% 21.
Slide 11: Clearly Identified Levers of Growth
Clearly Identified Levers of Growth Our Growth Platforms Enhance Presence in Focused Therapies and Continue Scaling our Innovation led Innovation DNA and Portfolio in India Formulations Business R&D Investments Scale Up Differentiated Generics and Specialty Business in US Leverage our Global Portfol
Slide 12: Business Overview
zyd Dedicated To Life Business Overview
Slide 13: India Formulations: Scaled Presence led by Super Specialty and Chronic Therapies
India Formulations: Scaled Presence led by Super Specialty and Chronic Therapies India Formulations: Brief Overview Successfully Scaling Bigger Brands Scaled Presence: ~INR 65,740mn revenue in FY26 # Brands - # Brands - Brand Value2 MAT Jun’22 MAT Jun’26 Leadership in super specialty and fast-growin
Slide 14: India Formulations: Salience of Innovation Portfolio Continues to Expand
India Formulations: Salience of Innovation Portfolio Continues to Expand Strong Innovation Track-Record… Other Growth Levers Launched in Last 5 Years Continue scaling our large brands 1st Novel Oral Alternative #1 Brand Anemia in CKD5 to injectable ESA4 approved in Zydus’ Portfolio1 (launched in 202
Slide 15: Consumer Wellness: Leadership across Product Categories in India
Consumer Wellness: Leadership across Product Categories in India Consumer Wellness: Brief Overview Leadership Across Multiple Categories ▪ Leadership across most product categories Product Category Brand Name Brand Rank21 ▪ Distribution: 2,700+ field force, 1,950+ distributors, 2.8mn+ retail outlets
Slide 16: Consumer Wellness: Establishing Presence in Digital VMS Market Globally
Consumer Wellness: Establishing Presence in Digital VMS Market Globally Expansion in Complementary Geographies and Digital VMS Market with Acquisition of Comfort Click Combined Global Footprint: Consumer Wellness + Comfort Click Comfort Click’s VMS Portfolio Comfort Click's business portfolio: i. W
Slide 17: North America: Scaled US Generics Business with Proven Resilience and Execution
North America: Scaled US Generics Business with Proven Resilience and Execution US Generics Business: Brief Overview 513/ Multiple 6% TRx #3 274 #1 Top 3 Dosage CAGR2 443 Forms Rank in the US Gx market in ANDAs Filed / Number of products Rank In ~24% of product Rank in ~60% of product OSD, Injectabl
Slide 18: North America: Multiple Growth Drivers Shaping US Specialty Business
North America: Multiple Growth Drivers Shaping US Specialty Business Scaling Presence in the US Specialty Space by leveraging In-house Development as well as Inorganic Moves 505(b)(2) Portfolio Rare and Orphan Disease Portfolio ▪ In-house development ▪ Commercialized 3 products (all acquired) so far
Slide 19: International Markets Formulations: Driving Growth Through Focused Execution
International Markets Formulations: Driving Growth Through Focused Execution, Market Expansion and New Launches Strong Growth in International Markets Meaningful Presence in Multiple BGx Markets and Select Gx EU Markets Revenue (INR Mn) 20.7% 30,700 21,947 19,294 14,444 15,794 9,735 FY22 FY23 FY24 F
Slide 20: MedTech: Selectively Grow In Focused Areas of Orthopaedics, Cardiology and Nephrology
MedTech: Selectively Grow In Focused Areas of Orthopaedics, Cardiology and Nephrology Expand in Focused Areas of Orthopaedics, Cardiology and Nephrology Orthopaedics Cardiology Zydus MedTech – Growth levers Inorganic pipeline Product launches, inorganic opportunities ✓ Entry into global Arthroplasty
Slide 21: Amplitude Surgical to Act as a Platform to Execute Zydus' Global MedTech Strategy
Amplitude Surgical to Act as a Platform to Execute Zydus’ Global MedTech Strategy Value chain positioning Geographic footprint International distributors Research and Development 20 distribution centres across Europe, ▪ Run fully in-house with 30+ active patents LATAM, Africa, Middle East, and APAC
Slide 22: Moving Up in the Innovation Value Curve Led by R&D Investments and CoEs
Moving Up in the Innovation Value Curve Led by R&D Investments and Centres of Excellence (CoE) Moving Up the Innovation Curve Complex Generics Vaccines NCEs Specialty Portfolio: Generics Biosimilars MedTech 505(b)(2) & Rare Diseases Fully Built Our R&D Team… …with Consistent R&D Investment… …And CoE
Slide 23: Innovation Led Products: NCE Pipeline for Global Markets
NCE Pipeline for Global Markets Deep NCE Pipeline at various Stages of Development NCEs Pipeline Innovation Led Products Lead Indication & Drug Pre- Project Target Optimiz IND Phase I Phase II Phase III NDA Launch (Market) Disc. clinical ation First indigenously developed NCE by an PPAR- α:γ Indian
Slide 24: Saroglitazar: Addressing Unmet Medical Needs in PBC Globally
Saroglitazar: Addressing Unmet Medical Needs in PBC Globally Saroglitazar – Overview of Opportunity PBC Prevalence Primary Biliary Cholangitis (PBC) ~0.1 Mn patients1 • Adjusted 2021 PBC prevalence was 40.9 per 100,000 adults in the US • The molecule holds an ODD2 from both the USFDA and the EMA and
Slide 25: Usnoflast: Novel NLRP3 Inhibitor for Neurodegenerative and Autoimmune Diseases
Usnoflast: Novel NLRP3 Inhibitor Aimed at Addressing Unmet Needs in Neurodegenerative and Autoimmune Diseases Amyotrophic Lateral Sclerosis (ALS) Ulcerative Colitis (UC) ▪ A progressive, fatal neurodegenerative disease which ▪ Affects ~ 5 mn people globally1 affects nerve cells controlling voluntary
Slide 26: Biosimilars: Increasing Presence in Emerging & Regulated Markets
Biosimilars: Amongst the Key Companies in India, Increasing Presence in Emerging & Regulated Markets Large Biosimilar Portfolio and Pipeline1 Amongst Key Companies in India3 Biosimilars: 16 approved and 15 launched in India Recent Approvals In India, Zydus is #1 company in Oncology2 1st Nivolumab bi
Slide 27: Vaccines: Comprehensive Portfolio with Platform Diversity
Vaccines: Comprehensive Portfolio with Platform Diversity 1st 1st 2nd 2nd ✓ WHO PQ3 for Typhoid Conjugate Indian company to have Company globally to have Indian company to Indian company to and Rabies indigenously developed an approved pDNA vaccine indigenously develop indigenously develop MR vaccin
Slide 28: Building on the Growth Opportunity in Biologics CDMO Market
Building on the Growth Opportunity in Biologics CDMO Market Global Biologics CDMO Presents an Attractive Opportunity with a Large, High Growth Market Zydus is Well Positioned to Tap in this Opportunity Global CDMO Market by Modality1 (USD Bn) CAGR CAGR (2019-24) (2024-30F) Leverage acquired Agenus’
Slide 29: Diversified Manufacturing Capabilities
Diversified Manufacturing Capabilities Overview of Manufacturing Infrastructure Vertical-wise Bifurcation of Manufacturing Sites Global and de-risked manufacturing footprint with Business Vertical No. of Manufacturing Sites 44 presence in India, US, France, UK, Brazil and Myanmar Manufacturing Small
Slide 30: Financial Overview
zyd® Dedicated To Life Financial Overview
Slide 31: Key Financial Metrics (1/2)
Key Financial Metrics (1/2) Total Revenues (INR Mn) EBITDA (INR Mn) and EBITDA Margin % 21.9% 22.4% 27.5% 30.4% 31.2% 24.1% 15.5% 2,71,484 26.2% 84,751 2,32,415 70,585 1,95,474 1,72,374 53,843 1,52,652 38,599 33,407 80,170 19,294 FY22 FY23 FY24 FY25 FY26 Q1 FY27 FY22 FY23 FY24 FY25 FY26 Q1 FY27 Adju
Slide 32: Key Financial Metrics (2/2)
Key Financial Metrics (2/2) Net Debt to EBITDA (x) Net Working Capital (INR Mn) and WC Turnover Ratio (x) 3.01 2.96 2.91 3.93 3.26 0.50 81,987 65,354 (0.02) (0.14) (0.16) (0.69) 57,051 57,481 49,219 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 ROCE1 & ROE2 (%) Capital Expenditure (INR Mn) ROCE
Slide 33: Revenue by Business Vertical
Revenue by Business Vertical India Formulations (INR Mn) International Markets Formulations (INR Mn) 8.1% 65,740 20.7% 30,700 59,281 53,888 48,125 49,111 21,947 19,294 15,794 14,444 9,735 18,158 FY22 FY23 FY24 FY25 FY26 Q1 FY27 FY22 FY23 FY24 FY25 FY26 Q1 FY27 North America Formulations (INR Mn) Con
Slide 34: Board of Directors
zyd® Dedicated To Life Board of Directors
Slide 35: Experienced Leadership with Execution Capabilities and In-depth Industry Knowledge
Experienced Leadership with Execution Capabilities and In-depth Industry Knowledge Technocrat Promoters with Deep Experience… • Over 2 decades of experience in Pharma industry • Over 4 decades of experience in Pharma industry • Has specialization in chemical and pharmaceutical Pankaj Ramanbhai Patel
Slide 36: ESG Updates
zyd® Dedicated To Life ESG Updates
Slide 37: ESG Highlights
ESG Highlights ESG Performance ESG Ratings Period 2023 2024 2025 Climate Change (GHG Emissions) 37%1 GHG intensity reduction in FY2026 w.r.t baseline FY2021-22 62 78 84 37% of renewable energy in the total energy mix Period 2024 2025 2026 29.5 28.6 28.3 Water *Lower the Better Management Creation of
Slide 38: Thank you
Thank you For any queries, please contact Arvind Bothra Arvind.Bothra@zyduslife.com +91-79-48040969 Registered Office: For more information, please visit: Zydus Corporate Park, Scheme No. 63, Survey No. 536, www.zyduslife.com Khoraj (Gandhinagar), Nr. Vaishnodevi Circle, Sarkhej-Gandhinagar Highway,
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