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Mayur Parkeria

Wealth Managers
ZYDUSWELL

Zydus Wellness Limited

All company calls
Zydus Wellness Limited CC-May26.pdf
18 May 2026
Open call
  1. Good evening, sir. And thank you for taking my questions. Sir, just wanted to understand that when we acquired Comfort Click, we were of the view that we can clock around 14% EBITDA margin, and it had clocked before our acquisition around 15-odd, if I remember well. Where are we on that trajectory?

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  2. Okay. Would it be possible to quantify that slight - is there a benefit of pound in terms of pound INR, because when we acquired it was 116 around now 128 or average or so. So is there some element of that benefit flowing into the numbers?

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  3. Right. So in short, we are on track for that margin, which we had seen and that possibly EBITDA. That's great to hear, sir. That's great to hear. I somehow feel that last quarter also, we had mentioned that we had taken aggressive steps to clear out the in ventory issues on our seasonal portfolio with respect to Glucon -D and Nycil. But this quarter, it seems, again, we have got a little impacted by higher inventory.

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+3 more questions in this call
Zydus Wellness Limited CC-Nov25.pdf
5 Nov 2025
Open call
  1. So actually, couple of questions from my side. Is it possible to give what is the actual number of -- for the quarterly, which is included for the Comfort Click, which is there for 1 month and 2 days?

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  2. But to understand the like-to-like performance of our core business, it would have been a little helpful since this is the first time the consolidation has started.

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  3. Okay. Sir, segmental reporting, while business-wise we may not be mitigating the business into various segments, means we have begun for Personal Care and I think now that. But from a geographical segmentation also, will it make sense to now have a geographical segment given that we have 2 separate clearly geographies in terms of domestic and U.K. business as we go ahead for the year?

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+11 more questions in this call