The report notes EBITDA grew only 8% YoY despite 29% YoY sales growth due to higher operating costs, but maintains ADD citing steady India/US growth, R&D monetization and Medtech scale-up.
Read this note →Zydus Lifesciences Limited
NSE ZYDUSLIFE BSE 532321 INE010B01027
0 filings · 0 analysed
1,215.90
+22.35%
over 5 years
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HSIE Results Daily 05 Nov 26 HSIE
The report notes EBITDA grew only 8% YoY despite 29% YoY sales growth due to higher operating costs, but maintains ADD citing steady India/US growth, R&D monetization and Medtech scale-up.
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The report assigns a BUY rating with a target of ₹1,480 (28x FY28E EPS), citing niche launches and the Rare and Orphan disease segment as growth drivers.
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Morning Coffee 22 Oct 26 09 05 57 Morning Coffee
The note reports Zydus's Zylidac Bio partnered with Prolific Machines to scale its biologics manufacturing platform to GMP production.
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The report notes Zydus received final USFDA approval for a generic estradiol/levonorgestrel hormone patch addressing a ~US$45.7 million US market.
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Daily Derivative and Technical snapshot 22 10 2026
The report lists Zydus Lifesciences under long buildup with price up 0.06% and OI up 15.33%.
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Pharma and Healthcare Q2FY27 Preview HSIE
The report expects 27% YoY revenue growth but a sharp margin correction due to absence of gRevlimid and gMyrbetriq royalty fees, listing it as a muted performer.
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The note says Zydus, with MSN Laboratories, launched the first generic Adempas (Riociguat) in the US across all five strengths, and projects 23.5% YoY revenue growth with 23.2% EBITDA margin; CMP INR 1,160.
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Morning Coffee 06 Oct 26 08 45 14 Morning Coffee
The note states the company partnered with MSN to launch Riociguat Tablets in the US for treatment of recurrent CTEPH.
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Morning Coffee 06 Oct 26 08 45 14 Morning Coffee
The note says the company partnered with MSN to launch Riociguat Tablets in the US for treatment of recurrent CTEPH.
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The report expects Zydus to lead DF growth with sales up 23.5% YoY, though PAT is expected to decline 12.7% YoY, and it underwent two USFDA inspections.
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The report notes the US FDA concluded its inspection of Zydus's Ahmedabad facility with just one observation, a mild outcome removing a key regulatory overhang.
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The derivative outlook section states a positive setup is seen in Zydus Life.
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The report states a USFDA inspection of Zydus's pharmacovigilance systems concluded with nil observations and highlights the company's industry-outperforming growth and FY27 guidance of double-digit revenue growth with ~24% EBITDA margin.
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The factsheet discloses Zydus Lifesciences as an unhedged holding at 4.34% of NAV.
Prices from Yahoo Finance, NSE close, delayed — indicative only, not for dealing. Solid markers sit on the exchange's own timestamp.
Targets, and what happened next
What each house published, and where the price has gone since. Orivam issues no calls of its own and takes no view on these.
| House | Published | Call | Entry | Target | Now | Progress | Standing |
|---|---|---|---|---|---|---|---|
| HDFC Securities | 05 Nov 2026, 06:50 | long | 1,188.10 | 1,280.00 | 1,197.90 | 11% | open by 2027-11-05 |
| ICICI Securities Ltd. (Retail Equity Research) / ICICI Direct | 02 Nov 2026, 17:02 | long | 1,240.50 | 1,480.00 | 1,197.90 | -18% | open by 2027-11-02 |
| HDFC Securities | 07 Oct 2026, 15:25 | long | 1,153.00 | 1,240.00 | 1,245.50 | 106% | hit |
Deadlines: 0 stated by the house, the rest set by Orivam’s convention — ten trading days for a technical call, twelve months for a price target. A target with no date cannot be judged, so one has to be chosen.
What the desks said
The report assigns a BUY rating with a target of ₹1,480 (28x FY28E EPS), citing niche launches and the Rare and Orphan disease segment as growth drivers.
Read this note →The note reports Zydus's Zylidac Bio partnered with Prolific Machines to scale its biologics manufacturing platform to GMP production.
Read this note →The report notes Zydus received final USFDA approval for a generic estradiol/levonorgestrel hormone patch addressing a ~US$45.7 million US market.
Read this note →The report lists Zydus Lifesciences under long buildup with price up 0.06% and OI up 15.33%.
Read this note →The report expects 27% YoY revenue growth but a sharp margin correction due to absence of gRevlimid and gMyrbetriq royalty fees, listing it as a muted performer.
Read this note →The note says Zydus, with MSN Laboratories, launched the first generic Adempas (Riociguat) in the US across all five strengths, and projects 23.5% YoY revenue growth with 23.2% EBITDA margin; CMP INR 1,160.
Read this note →The note says the company partnered with MSN to launch Riociguat Tablets in the US for treatment of recurrent CTEPH.
Read this note →The note states the company partnered with MSN to launch Riociguat Tablets in the US for treatment of recurrent CTEPH.
Read this note →The report expects Zydus to lead DF growth with sales up 23.5% YoY, though PAT is expected to decline 12.7% YoY, and it underwent two USFDA inspections.
Read this note →The report notes the US FDA concluded its inspection of Zydus's Ahmedabad facility with just one observation, a mild outcome removing a key regulatory overhang.
Read this note →The derivative outlook section states a positive setup is seen in Zydus Life.
Read this note →The report states a USFDA inspection of Zydus's pharmacovigilance systems concluded with nil observations and highlights the company's industry-outperforming growth and FY27 guidance of double-digit revenue growth with ~24% EBITDA margin.
Read this note →The factsheet discloses Zydus Lifesciences as an unhedged holding at 4.34% of NAV.
Read this note →Announcement timeline
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