ZYDUSLIFE Q1 FY27 Guidance vs Delivery (ZYDUSLIFE Management Mirror)

FY27 Revenue Guidance Reaffirmed for Strong Double-Digit Growth

For Q1 FY27, Zydus Lifesciences reported consolidated revenue of 80.17 billion (up 22.0% YoY). In the Jun'26 Qtr concall, management reaffirmed guidance for strong double-digit consolidated revenue growth in FY27. Looking ahead, management expects India formulations to grow in the mid-teens (outperforming the market by 300-500 bps), international formulations to deliver strong double-digit growth, and the US business to grow in single-digits. Additionally, management expects branded business to expand from over 55% of total revenue to exceed 66.7% over the medium term.