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08 Sep 2025 |
Zydus Lifesciences
|
Consensus Share Price Target
|
1009.65 |
1006.63 |
- |
-0.30 |
hold
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03 Sep 2025
|
Zydus Lifesciences
|
Geojit BNP Paribas
|
1009.65
|
1121.00
|
1008.20
(0.14%)
|
11.03 |
Buy
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|
*over or under performance to benchmark index Zydus Lifesciences Ltd (Zydus) is one of India's leading, vertically integrated pharmaceutical companies. It operates across the value chain, from manufacturing finished dosages to active pharmaceutical ingredients, as well as animal healthcare and wellness products. Zydus' revenue increased 5.9% YoY to Rs. 6,574cr in Q1FY26 driven by 6.5% YoY...
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25 Aug 2025
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Zydus Lifesciences
|
Deven Choksey
|
1009.65
|
1183.00
|
1023.15
(-1.32%)
|
17.17 |
Buy
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|
|
We have revised our FY26E/FY27E EPS estimates by +2.6%/-7.4% as we bake in slower revenue growth as Revlimid and Mirabegron sales is expected to taper-off and factor in a marginal increase in EBITDA margins in FY26, while we factor in weaker margins on the back of changing product mix towards competitive generics over FY27.
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13 Aug 2025
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Zydus Lifesciences
|
ICICI Securities Limited
|
1009.65
|
910.00
|
988.60
(2.13%)
|
-9.87 |
Hold
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|
Zydus Lifesciences (Zydus)’s Q1FY26 print beat our expectations, though its revenue grew a mere 5.9% while EBITDA/PAT shrunk 3.3%/0.7% YoY. US biz sales were flat YoY.
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13 Aug 2025
|
Zydus Lifesciences
|
Prabhudas Lilladhar
|
1009.65
|
970.00
|
988.60
(2.13%)
|
Target met |
Accumulate
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Zydus Lifesciences (ZYDUSLIF) Q1 EBITDA beat our estimates by 5%. We believe gRevlimid + gMirabegron contributes +45% to total FY25/Q1FY26 EPS which will see erosion from H2FY26. 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 given sales erosion in some of...
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25 Jul 2025
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Zydus Lifesciences
|
Deven Choksey
|
1009.65
|
1069.00
|
971.25
(3.95%)
|
5.88 |
Buy
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Zydus Lifesciences Ltd has received tentative approval from the United States Food and Drug Administration (USFDA) for its Ibrutinib tablets in 140 mg, 280 mg, and 420 mg strengths.
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21 May 2025
|
Zydus Lifesciences
|
ICICI Securities Limited
|
1009.65
|
910.00
|
889.65
(13.49%)
|
Target met |
Hold
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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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21 May 2025
|
Zydus Lifesciences
|
Prabhudas Lilladhar
|
1009.65
|
970.00
|
889.65
(13.49%)
|
Target met |
Accumulate
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|
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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16 Apr 2025
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Zydus Lifesciences
|
Geojit BNP Paribas
|
1009.65
|
975.00
|
822.10
(22.81%)
|
Target met |
Buy
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06 Feb 2025
|
Zydus Lifesciences
|
Prabhudas Lilladhar
|
1009.65
|
1050.00
|
1008.20
(0.14%)
|
4.00 |
Accumulate
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06 Feb 2025
|
Zydus Lifesciences
|
ICICI Securities Limited
|
1009.65
|
1000.00
|
1008.20
(0.14%)
|
Target met |
Hold
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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
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Zydus Lifesciences
|
Sharekhan
|
1009.65
|
1078.00
|
944.70
(6.88%)
|
6.77 |
Buy
|
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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.
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12 Nov 2024
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Zydus Lifesciences
|
Motilal Oswal
|
1009.65
|
1010.00
|
949.75
(6.31%)
|
Target met |
Neutral
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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
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Zydus Lifesciences
|
Sharekhan
|
1009.65
|
1268.00
|
1069.05
(-5.56%)
|
25.59 |
Buy
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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
|
1009.65
|
1305.00
|
1250.40
(-19.25%)
|
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Accumulate
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29 May 2024
|
Zydus Lifesciences
|
Geojit BNP Paribas
|
1009.65
|
1196.00
|
1044.75
(-3.36%)
|
Target met |
Accumulate
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20 Mar 2024
|
Zydus Lifesciences
|
Sharekhan
|
1009.65
|
1100.00
|
971.40
(3.94%)
|
Target met |
Buy
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11 Feb 2024
|
Zydus Lifesciences
|
Prabhudas Lilladhar
|
1009.65
|
855.00
|
805.05
(25.41%)
|
Target met |
Accumulate
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09 Jan 2024
|
Zydus Lifesciences
|
Motilal Oswal
|
1009.65
|
710.00
|
713.00
(41.61%)
|
Target met |
Neutral
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07 Nov 2023
|
Zydus Lifesciences
|
Motilal Oswal
|
1009.65
|
660.00
|
597.30
(69.04%)
|
Target met |
Neutral
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22 Aug 2023
|
Zydus Lifesciences
|
Geojit BNP Paribas
|
1009.65
|
750.00
|
650.90
(55.12%)
|
Target met |
Buy
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