Zydus Wellness Limited · NSE:ZYDUSWELL
Zydus Wellness — Investor Presentation (March 2026)
39 slides from Zydus Wellness's investor presentation, Mar 16, 2026
Slide 1: Exchange intimation letter: Investor Presentation
March 16, 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 / Madam
Slide 2: Investor Presentation March 2026
Investor Presentation March 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: Key Milestones
9 new products Launched Acquisition of Naturell (India) Capital restructure Private Limited (QIP and Preferential Launched issue of Rs. 10,000 12 New Products New Everyuth Tan million) and launched Launched production Removal repurchased NCDs Launched Acquisition of Reimagining Everyuth facility in
Slide 5: Click for Corporate Video
Click for Corporate Video
Slide 6: Board of Directors
Board of Directors Mr. Akhil Monappa Dr. Sharvil P. Patel Independent Director Non - Executive Chairman Mr. Akhil Monappa, Independent Director since May 2023, holds degrees from Dr. Sharvil Patel, Chairman and Non-Executive Director of our Harvard and Georgia Tech. Currently a Director at YAZZ Limi
Slide 7: Business Overview
Business Overview Strong ₹126+ bn Market 1,600+ employees Infrastructure Cap 4 manufacturing facilities in India; 80,000 + Global 3P Dedicated R&D shareholders Centre Manufacturers: 3 International & 15 Domestic
Slide 8: Business Overview
Business Overview Nourishes, Nurtures & 1,950+ ~ 0.7 Million Energizes over Distributors Direct Reach 70Mn families ~2.8 million 2,500+ feet on ~ 30,000 direct stores street farmers representatives Source: Nielsen Report/ Internal MIS
Slide 9: 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 10: Key Financial Metrics – FY 25
Key Financial Metrics – FY 25 Revenue from Operations Personal Care Food & Nutrition Healthy CAGR 10% Healthy CAGR 16.5% Consistent CAGR 8.3% 27,089 33.4% 13.0% 17.0% 10.7% 0.4% 22,548 23,278 20.9% 20,091 9.4% 18,667 -2.4% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Gr
Slide 11: Key Input Trends
Key Input Trends Milk Dextrose Monohydrate Stevia 25.6% vs. FY21 12.1% vs. FY21 40.5% vs. FY21 16.0% vs. FY22 7.8% vs. FY22 23.6% vs. FY22 -8.0% vs. FY23 -24.3% vs. FY23 14.1% vs. FY23 2.3% vs. FY24 -6.4% vs. FY24 8.4% vs. FY24 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY
Slide 12: Revenue Performance Snapshot – YTD Dec'25
Revenue Performance Snapshot – YTD Dec’25 ✓ Volume for the Q3 FY26 (excluding the newly acquired Comfort Click business) delivered double-digit growth Food & Nutrition Personal Care ✓ Sales for YTD FY26 (excluding the newly acquired Comfort Click business and seasonal brands) registered strong doubl
Slide 13: Gross Margin Performance Snapshot
Gross Margin Performance Snapshot Most brands recorded gross margin expansion, underscoring the strength of the portfolio, with the uplift further supported by the newly acquired brands. Gross Margin % to Net Sales Y-o-Y Gap + 314 + 261 +2 + 42 - 73 + 483 + 1561 + 231 + 616 bps 63.3% 55.5% 57.5% 54.
Slide 14: Financial Highlights for the Q3 & YTD FY26
Financial Highlights for the Q3 & YTD FY26 INR Million Q3 FY26 Q3 FY25 Y-o-Y Growth % YTD FY26 * YTD FY25 *** Y-o-Y Growth % Net Sales 9,633 4,508 113.7% 24,639 17,806 38.4% Revenue from operation 9,649 4,619 108.9% 24,763 17,958 37.9% Gross Contribution 6,118 2,263 170.3% 14,291 9,294 53.8% (% of n
Slide 15: Organisation Trends excl. newly acquired Comfort Click business
Organisation Trends excl. newly acquired Comfort Click business Organised Trade Saliency 30% 21% 24% 17% 19% 13% FY21 FY22 FY23 FY24 FY25 FY26* * YTD Dec’25 Distributors Total Reach * Feet-on-street Representatives 4.7% 8.8% 8.8% 1950 2.8 2.0 2,800 1700 2,000 FY 22 FY 25 FY 22 FY 25 FY 22 FY 25 * in
Slide 16: Driving Brand Dominance and Market Relevance
Driving Brand Dominance and Market Relevance Glucose Nutrition Sugar Prickly heat *Facial Category Scrub Peel-off Powder Drink substitute powder cleansing Category Size (in cr.) 1 ~ 1,050 5 ~ 6,700 ~ 350 ~ 850 ~ 4,600 ~ 390 ~ 165 Mkt. Rank 1 4 1 1 5 1 1 Mkt. Share % 59.0 4.1 96.3 33.1 7.9 48.5 76.0
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Slide 18: Paving the Way for Future Business
Paving the Way for Future Business • One year post acquisition, Ritebite Maxprotien business continues to significantly outperform internal projections with strong volume and value growth. • Max Protein maintains high momentum and leadership in protein snacking. • EBITDA has improved from neutral at
Slide 19: Sugar Free
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Slide 20: Sugar Free & I'm lite - Shaping the Future of Everyday Wellness
Sugar Free & I’m lite - Shaping the Future of Everyday Wellness ❖ Sugar Free Gold+ with Sucralose + Chromium, supporting normal blood sugar levels is showing positive traction in the market ❖ Sugar Free Green has maintained a double-digit growth trajectory for the past 19 consecutive quarters ❖ I’m
Slide 21: Glucon-D
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Slide 22: Revamping the core and capturing the future growth
Revamping the core and capturing the future growth Glucose Powder Magnesium Improving Category Size & Market Share Supports Muscle the core 58.3% 59.9% 60.0% 58.9% 59.0% Recovery formulation 6.1% to drive 1,107 1,043 perception of 930 Vitamin C & Zinc 824 892 Supports Immunity ‘Holistic Recovery & I
Slide 23: Complan
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Slide 24: Reinforcing Brand Strength in a Tough Market
Reinforcing Brand Strength in a Tough Market STRENGTHEN CORE ❖ Recently, Complan improved its ranking to fourth Unlocking significant value position, holding a 4.1%* market share. ❖ Going forward, building on the strong brand equity, we plan to reframe Complan’s participation in the nutrition space
Slide 25: Everyuth
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Slide 26: Driving Category Growth by Adding New Consumers
Driving Category Growth by Adding New Consumers ❖ Achieved double-digit growth in YTD FY26, supported mainly by product excellence, innovation, strong distribution, and customer-centric experiences. ❖ TAN Removal continues to witness strong growth and increased its saliency within the brand. The rec
Slide 27: Brand Market Share Evolution and Category Growth
Brand Market Share Evolution and Category Growth Overall Facial Cleansing Face Scrub Peel Off Category Size & Market Share Category Size & Market Share Category Size & Market Share 6.4% 6.4% 6.2% 7.2% 7.9% 40.2% 41.8% 44.4% 47.3% 48.5% 78.1% 78.4% 79.5% 77.8% 76.0% 13.2% 15.3% 17.2% 4,605 391 165 4,
Slide 28: Nycil
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Slide 29: Strategic Levers Intact to Drive Category and Consumer Growth
Strategic Levers Intact to Drive Category and Consumer Growth Prickly Heat Powder ❖ A legacy brand with over five decades of consumer Category Size trust. 33.9% 35.1% 35.1% 33.9% 33.1% 7.3% 891 ❖ Positioned for healthy skin with an effective 833 710 725 antibacterial formulation, Nycil continues to
Slide 30: Nutralite
Slide 31: Building Lifelong Consumer Relationships
Building Lifelong Consumer Relationships ❖ Expanded the portfolio through focused innovation and strong B2B/B2C execution. ❖ Delivered double-digit growth with a 6-year CAGR^ across the portfolio. ❖ Sustained momentum via digital media, e-commerce activations, and large-scale consumer sampling. ❖ Le
Slide 32: Cuticolor
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Slide 33: Marketing and Distribution Initiated in the Organised Channel
Marketing and Distribution Initiated in the Organised Channel Authority Differentiation Korean Heritage + Doctor Trust Scalp-Friendly v/s Chemical Establish Cuticolor as the only ‘Made in No Ammonia/ No PPD Korea’ Hair color trusted by Indian doctors Visibility Innovation Clinical + Luxury Funnel En
Slide 34: Building a Stronger International Portfolio
Building a Stronger International Portfolio ❖ RiteBite – Max Protein strengthened its global presence by expanding into two more countries, taking its reach to nine international markets in year one, underpinned by strong initial market response. ❖ Sugar Free, Complan, RiteBite - Max Protein and Nyc
Slide 35: Comfort Click brands
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Slide 36: Enhancing Global Market Access Through Acquired Brands
Enhancing Global Market Access Through Acquired Brands Revenue Overview Amazon Ratings in Top Markets Revenue (GBP in million) 134 UK 85 Weight World Germany 52 Animigo France maxmedix Spain > 4.6 / 5.0 Italy FY 23 FY 24 FY 25 * * Unaudited for the financial year ended on 30 Jun 2025 Delivered ~57%
Slide 37: Global Footprint Established Across Key Markets
Global Footprint Established Across Key Markets India Bahrain Bangladesh Bhutan Hong Kong Kuwait Lebanon Maldives Malaysia United Arab Emirates Myanmar Nepal Oman Qatar Saudi Arabia Sri Lanka Taiwan Nigeria Kenya Mauritius Ethiopia South Africa Tanzania Uganda Zimbabwe New Zealand Australia United K
Slide 38: Ever Highest S&P Global ESG Score
Ever Highest S&P Global ESG Score Zydus Wellness has secured 99 percentile among 331 global companies in the same industry group of FOA food products #3 highest globally as of 24/10/2025 – FOA food products CSA Score YoY 2022 2023 2024 2025 Improvement Total ESG Score 38 58 79 84 +6.3% Environmental
Slide 39: Thank You
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