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The Quarter story
The two most recent quarterly results, compared side-by-side.
Zydus Wellness rebounds strongly with robust revenue growth and restored profitability, while maintaining dominant market positions across key wellness categories.
Revenue expands from ₹8,609 in Q1 FY26 to ₹14,370 in Q1 FY27, reflecting strong top-line momentum.
Peel-off masks market share slips from 77.2% in Q1 FY26 to 75.5% in Q1 FY27, indicating mild competitive pressure.
EBITDA margin recovers from 3.5% in Q2 FY26 to 16.8% in Q1 FY27, signaling sustained pricing power.
Gross contribution margin climbs from 52.4% in Q2 FY26 to 65.5% in Q1 FY27, confirming strong cost efficiency.
Facial cleansing market share rises from 7.8% in Q1 FY26 to 8.2% in Q1 FY27, signaling growing brand preference.
Scrubs market share increases from 48.7% in Q1 FY26 to 49.4% in Q1 FY27, confirming a dominant market position.
Company insights, generated from the most recent coverage.
EBITDA margins contracted ~130 bps to 16.8% in Q1 FY27, signaling rising operating costs and integration expenses despite gross margin expansion.
Unseasonal rains in North/East India caused a 12% decline in seasonal brands segment (Nycil, Glucon-D), highlighting vulnerability of weather-sensitive SKUs.
Stock trading below EMA 20 (₹528.5) and EMA 50 (₹531.2) with weak ADX (18.5), indicating short-term bearish momentum and lack of strong directional conviction.