Update shared on24 Sep 2025
Fair value Increased 1.08%The upward revision in Zydus Lifesciences’ consensus revenue growth forecast from 6.1% to 6.5% has supported a slight increase in the Analyst Price Target to ₹1018.
What's in the News
- Entered into an exclusive licensing and supply agreement with Synthon BV for the U.S. commercialization of generic Ozanimod Capsules (ZEPOSIA), with eligibility for shared 180-day market exclusivity pending FDA approval.
- Launched India's first trivalent influenza vaccine (VaxiFluTM), aligning with WHO and NCDC recommendations as the scientific standard for seasonal influenza protection.
- Reported positive topline results from the EPICS-III Phase 2(b)/3 trial for Saroglitazar in Primary Biliary Cholangitis, meeting endpoints; plans U.S. regulatory submission in Q1 2026.
- Received USFDA final approvals for Diltiazem Hydrochloride and Prucalopride tablets, and tentative approval for Ibrutinib tablets; also received Canadian Notice of Compliance for ZDS-Varenicline tablets (first NOC in Canada).
- Cleared USFDA inspections at Ahmedabad and Matoda facilities with zero observations, supporting a strong compliance track record.
Valuation Changes
Summary of Valuation Changes for Zydus Lifesciences
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₹1007 to ₹1018.
- The Consensus Revenue Growth forecasts for Zydus Lifesciences has risen from 6.1% per annum to 6.5% per annum.
- The Net Profit Margin for Zydus Lifesciences remained effectively unchanged, moving only marginally from 15.02% to 14.89%.
Disclaimer
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