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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Zydus Wellness Limited has informed the Exchange about Investor Presentation
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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
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