NSEInvestor Presentation3d ago · 4 Aug 2026, 12:27 pm

Investor Presentation

Zydus Wellness Limited · ZYDUSWELL

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Zydus Wellness Limited has informed the Exchange about Investor Presentation for Q1 FY 2026-27, highlighting business overview, consumption trend, and financial performance.

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Earnings Impact6/10
Growth Catalyst7/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment6/10

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Zydus Wellness Limited has informed the Exchange about Investor Presentation

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ZYDUSWELL_04082026122656_SEintimationInvestorPresentation.pdf

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August 4, 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, Please find attached the Investor Presentation on the unaudited financial results for the quarter ended on June 30, 2026. Please find the same in order. Thanking you, Yours faithfully, For, ZYDUS WELLNESS LIMITED NANDISH P. JOSHI COMPANY SECRETARY & COMPLIANCE OFFICER Encl.: As above Q1, FY 2026-27 Earnings Presentation August 4, 2026 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, assumptions, anticipated developments and other factors over which Zydus Wellness exercises no control. Hence, there is no representation, guarantee or warranty as to their accuracy, fairness or completeness of any information or opinion contained therein. Zydus Wellness undertakes no obligation to publicly update or revise any forward-looking statement. These statements involve a number of risks, uncertainties and other factors that could cause actual results or positions to differ materially from those that may be projected or implied by these forward-looking statements. Such risks and uncertainties include, but are not limited to: growth, competition, domestic and international economic conditions affecting demand, supply and price conditions in the various businesses in Zydus Wellness’s portfolio, changes in Government regulations, tax regimes and other statutes. This document is a presentation and is not intended to be a prospectus or offer for sale of securities. Company Business Overview & Highlights Consumption Trend Financial Board of Performance Directors Company Overview & Consumption Trend Capital restructure Acquisition of (QIP and Preferential Naturell (India) Launched issue of Rs. 10,000 Private Limited New Everyuth Tan million) and Launched production Removal repurchased NCDs Launched Acquisition of Reimagining Everyuth facility in Range, of Rs. 15,000 million new variant Carnation Wellness: Our New Skincare Sikkim – Unit-I Nutralite ‘Mango blast’ Nutra Identity Range1 Mayonnaise in Glucon-D (“CNAFL”) 1988 2005 2009 2017 2019 2021 2024 2026 1991 2006 2011 2018 2020 2022 2025 Launched Launched ZWL listed on Launched Acquisition Relaunched Launched Sugar Free1 Sugar Free NSE. Brands Sugar Free of Heinz Complan with ready-to-drink Acquisition Natura with Sugar Free Green with India enhanced proposition product, of Comfort Sucralose1 and Everyuth Stevia and Private and improved taste Glucon-D Click transited from set-up new Limited Activors, now Limited, UK Zydus production (“Heinz”) Launched Activon and its 3 Lifesciences to facility in Nutralite subsidiaries ZWL Sikkim – DoodhShakti Unit-II Professional range, Butter and Ghee and Everyuth Body Lotion Key Milestones Note-1: Milestones that happened before Sugar Free and Everyuth hived off grom Zydus Lifesciences to Zydus Wellness Above year represents Financial year : 1st April to 31st March 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 expansion across energy & On the go Hydration/Energy hydration categories Natural ingredients led skin and hair care with Functional Skin and Hair Care functional benefits across multiple applications Portfolio designed for today’s active lifestyle Active Lifestyle consumer Rising consumer demand for natural, plant- New Age Vitamins, Minerals and based, and specialty nutritional supplements Supplements across human and pet health segments Consumption Trend Overview DEMAND CHANNELS WEATHER COSTS Premiumization trend Q-comm & e-comm lead Consumers are actively Quick-commerce and e- shifting toward higher- commerce sustain strong value products in double-digit growth. categories like personal care, beauty, and packaged foods. Business Highlights Most Brands Outperform Category Growth Glucose Nutrition Sugar Prickly heat *Facial Category Scrub Peel-off Powder Drink substitute # powder cleansing Category Size ~ 9180 ~ 65,350 ~ 345 ~ 835 ~ 4,750 ~ 410 ~ 175 (in cr.) Category -9.2% -7.7% -6.8% -4.8% 8.0% 12.8% 8.6% Growth (y-o-y) Mkt. Rank 1 4 1 1 4 1 1 Mkt. Share % 59.1 4.0 96.1 32.9 8.2 49.4 75.5 High saliency and exceptional growth of online platforms is not reflected in market share. Category Size and Market share source: MAT Jun 2026 report as per Nielsen and IQVIA # Excludes D’lite range * Everyuth market rank 4 is at Total Facial cleansing segment which includes Face wash, Scrub, Peel-off, face masks Blended Fat Nutrition & Protein Cookies Other Nutrition Hair Category Dairy Sugar spread Protein Bar & Chips Products Care Mkt. Rank as per Company NA 1 NA 1 1 NA NA Estimates Paving the Way for Future Business with Rite Bite Max Protien • RiteBite Max Protein continues to maintain high momentum and leadership in protein snacking category. • Significantly outperformed internal projections, delivering robust value and volume growth. • Robust growth on Quick commerce, underpinned by continued expansion in distribution footprint. • Capitalised on evolving consumer trends through innovation, expanding the protein snacking category. • Delivered continued EBITDA expansion, reflecting disciplined profitable growth. • Recent launches, including Roots Ghee Jaggery Bar, Korean-flavoured Protein Chips, Protein Shake and the Wafer Bar portfolio, have been well received by consumers, reinforcing growth momentum. Key Digital Initiatives Driving Strong Awareness and Engagement Paving the Way for Future Business with Rite Bite Max Protien A cricket-themed social media grid created during IPL season to tap into match-day conversations Built strong consumer buzz for and connect protein snacking with the Korean Protein Chips through excitement of the game. an engaging social media launch campaign. Explore the RiteBite Korean Protein Chips campaign by clicking the image below. Janhvi Kapoor is the brand ambassador of Sugar Free Green Shaping the Future of Everyday Wellness ❖ Delivered double-digit growth in the core Sugar Free portfolio, significantly outperforming the category quarter trend. ❖ Sugar Free Green continued its strong momentum, delivering double-digit growth for the 21st consecutive quarter, driven by increasing volume uptake. ❖ Brand salience remained robust in Q1 FY27 through sustained 360° media visibility and influencer- Key Initiatives led advocacy across key consumer cohorts. ❖ Sugar Free Green amplified the awareness for stevia with a high burst campaign during the IPL season in Q1 FY27. Social Media Influencer- Campaigns Shaping the Future of Everyday Wellness ❖ Sugar Free D’lite range continued to deliver a strong quarter performance and recorded high double-digit growth on y-o-y basis. ❖ Continued to strengthen its healthier living proposition and delivering higher double-digit ❖ Sugar Free Chocolates continue to witness robust growth on y-o-y basis. growth, driven primarily by e-commerce, while Sugar Free Cookies are scaling through both offline and ❖ Strengthened consumer acquisition and brand online channels. relevance through precision-targeted Criteo campaigns and regional influencer-led content promoting everyday sugar swaps. The brand became the most searched in Dark Chocolate, driving 2X Amazon organic sales growth and strong Q-commerce momentum. Driving Category Growth by Adding New Consumers Strengthening Position in Targeted Categories ❖ Continued to deliver [Showing first 8,000 characters — download PDF for full document]