|
13 Jul 2025 |
Zydus Lifesciences
|
Consensus Share Price Target
|
979.60 |
967.20 |
- |
-1.27 |
hold
|
|
|
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|
21 May 2025
|
Zydus Lifesciences
|
Prabhudas Lilladhar
|
979.60
|
970.00
|
889.65
(10.11%)
|
Target met |
Accumulate
|
|
|
Zydus Lifesciences (ZYDUSLIF) Q4 EBITDA including other operating income beat our estimates by 8%. We believe gRevlimid + gMirabegron contributes +45% to total FY25E EPS which will see erosion from FY27. Though, company is working on a robust pipeline of complex products, including injectables, 505(b)2, transdermals, NCE, biosimilars and vaccines, they are expected to materialize over the next 23 years. We expect US sales to decline in FY27...
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21 May 2025
|
Zydus Lifesciences
|
ICICI Securities Limited
|
979.60
|
910.00
|
889.65
(10.11%)
|
Target met |
Hold
|
|
|
Zydus Lifesciences’ (Zydus) Q4FY25 revenue gained with healthy traction in US (+20%), domestic branded formulation (+10.7%) and its consumer business (+17.1%).
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|
16 Apr 2025
|
Zydus Lifesciences
|
Geojit BNP Paribas
|
979.60
|
975.00
|
822.10
(19.16%)
|
Target met |
Buy
|
|
|
|
|
06 Feb 2025
|
Zydus Lifesciences
|
Prabhudas Lilladhar
|
979.60
|
1050.00
|
1008.20
(-2.84%)
|
7.19 |
Accumulate
|
|
|
|
|
06 Feb 2025
|
Zydus Lifesciences
|
ICICI Securities Limited
|
979.60
|
1000.00
|
1008.20
(-2.84%)
|
Target met |
Hold
|
|
|
Zydus Lifesciences’ (Zydus) Q3FY25 revenue was in line with our expectations, but lower sales of gRevlimid and gAsacol led to a miss in earnings.
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|
18 Nov 2024
|
Zydus Lifesciences
|
Sharekhan
|
979.60
|
1078.00
|
944.70
(3.69%)
|
10.04 |
Buy
|
|
|
Revenue amounted to Rs. 5,237 crore, reflecting a 20% y-o-y increase but a 16% q-o-q decline, primarily driven by reduced performance in the Indian consumer wellness segment, US formulations and API business.
|
|
12 Nov 2024
|
Zydus Lifesciences
|
Motilal Oswal
|
979.60
|
1010.00
|
949.75
(3.14%)
|
Target met |
Neutral
|
|
|
Zydus LifeSciences (ZYDUSLIF) delivered better-than-expected operational performance for the quarter. While its revenue grew at a lower rate of 19% YoY (vs. est. of 25%).
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03 Oct 2024
|
Zydus Lifesciences
|
Sharekhan
|
979.60
|
1268.00
|
1069.05
(-8.37%)
|
29.44 |
Buy
|
|
|
Zydus Lifesciences Ltd has partnered with the Central Drug Research Institute (CDRI) to develop an oral treatment for osteoporosis related to chronic kidney disease (CKD) and postmenopausal conditions, focusing on small-molecule inhibitors of the protein sclerostin.
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|
12 Aug 2024
|
Zydus Lifesciences
|
Prabhudas Lilladhar
|
979.60
|
1305.00
|
1250.40
(-21.66%)
|
33.22 |
Accumulate
|
|
|
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|
29 May 2024
|
Zydus Lifesciences
|
Geojit BNP Paribas
|
979.60
|
1196.00
|
1044.75
(-6.24%)
|
Target met |
Accumulate
|
|
|
|
|
20 Mar 2024
|
Zydus Lifesciences
|
Sharekhan
|
979.60
|
1100.00
|
971.40
(0.84%)
|
Target met |
Buy
|
|
|
|
|
11 Feb 2024
|
Zydus Lifesciences
|
Prabhudas Lilladhar
|
979.60
|
855.00
|
805.05
(21.68%)
|
Target met |
Accumulate
|
|
|
|
|
09 Jan 2024
|
Zydus Lifesciences
|
Motilal Oswal
|
979.60
|
710.00
|
713.00
(37.39%)
|
Target met |
Neutral
|
|
|
|
|
07 Nov 2023
|
Zydus Lifesciences
|
Motilal Oswal
|
979.60
|
660.00
|
597.30
(64.00%)
|
Target met |
Neutral
|
|
|
|
|
22 Aug 2023
|
Zydus Lifesciences
|
Geojit BNP Paribas
|
979.60
|
750.00
|
650.90
(50.50%)
|
Target met |
Buy
|
|
|
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|
13 Aug 2023
|
Zydus Lifesciences
|
ICICI Securities Limited
|
979.60
|
720.00
|
650.95
(50.49%)
|
Target met |
Accumulate
|
|
|
Zydus’s Q1FY24 performance was boosted by solid traction in the US (up 8.4% QoQ). US benefitted from the ongoing shortages and better sales of gRevlimid while it has started facing competition in gTrokendi XR. India branded biz grew 10% ahead of the market growth of 9%.
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|
12 Aug 2023
|
Zydus Lifesciences
|
Prabhudas Lilladhar
|
979.60
|
650.00
|
650.95
(50.49%)
|
Target met |
Accumulate
|
|
|
|
|
11 Aug 2023
|
Zydus Lifesciences
|
Motilal Oswal
|
979.60
|
610.00
|
650.95
(50.49%)
|
Target met |
Neutral
|
|
|
|
|
28 Jun 2023
|
Zydus Lifesciences
|
Sharekhan
|
979.60
|
663.00
|
582.45
(68.19%)
|
Target met |
Buy
|
|
|
|
|
19 May 2023
|
Zydus Lifesciences
|
ICICI Securities Limited
|
979.60
|
590.00
|
494.70
(98.02%)
|
Target met |
Buy
|
|
|
Zydus Lifesciences’ (Zydus) Q4FY23 performance was driven by traction in its existing products and exclusive launches such as gRevlimid and gTrokendi XR. Revenue growth and margins of the base business were also quite healthy in our opinion.
|