ZYDUS WELLNESS LTD.-$

Zydus Wellness Limited has announced the closure of its trading window for the quarter and half-year ending September 30, 2026. This closure will be effective from October 1, 2026, and will remain in effect until 48 hours after the declaration of the unaudited financial results. The restriction applies to Directors, Designated Persons, and their immediate relatives, prohibiting them from trading in the company's equity shares during this period. The date for the Board meeting to approve these financial results will be communicated separately.

Mr. Arijit Sengupta, Chief Marketing Officer of Zydus Wellness Ltd, has resigned from his position, effective September 18, 2026. The resignation is due to personal circumstances requiring relocation. Mr. Sengupta expressed gratitude for the opportunities and support during his tenure, highlighting his valuable experience and contributions to the company's growth.

Zydus Wellness Ltd has responded to a BSE query regarding a significant increase in its equity share volume. The company clarified that it has made all necessary disclosures as per SEBI regulations and there are no undisclosed events or information that could be influencing the stock's price or volume behavior. Zydus Wellness stated that the increased volume is purely market-driven and that the company has no control over or knowledge of the specific reasons behind it. They reaffirmed their commitment to complying with disclosure regulations.

Zydus Wellness Ltd has received an ESG score of 71.7 from SES ESG Research Pvt. Ltd., an improvement from the previous score of 70 for FY 2024-25. The rating was voluntarily assigned by SES, a SEBI registered ESG Rating Provider, and the company received the intimation on September 2, 2026. This disclosure is made in compliance with Regulation 30 of the Listing Regulations and the SEBI Master Circular.

Zydus Wellness Limited has announced the appointment of Mr. Kapil Sharma as Chief Revenue Officer (India and Indian subcontinent), effective September 1, 2026. This appointment is a part of the company's Senior Management. Mr. Sharma brings over 28 years of experience, including 25 years with Procter & Gamble, where he held significant leadership roles in sales, commercial strategy, and digital commerce. His expertise includes leading P&G's Grooming portfolio and driving e-commerce growth and profitability.

Zydus Wellness Ltd has received an upgraded ESG rating from Crisil ESG Ratings & Analytics Ltd. The company's ESG rating has been upgraded from 'Adequate' to 'Strong', with a Crisil ESG score of 66 for fiscal year 2025 (compared to 59 in fiscal year 2026) and a Core ESG rating of 70. This upgrade is based on publicly disclosed information for fiscal year 2026. The intimation was received on August 7, 2026. This disclosure is made in compliance with SEBI Listing Regulations.

Zydus Wellness Ltd announced the appointment of Mr. Apurva S. Diwanji as an Independent Director for a term of five years, effective May 18, 2026, to May 17, 2031. The appointment was approved by shareholders at the 32nd Annual General Meeting held on August 4, 2026. Mr. Diwanji brings extensive experience in mergers and acquisitions, private equity, and joint ventures, having spent over 32 years with Desai & Diwanji. He currently serves on the boards of other prominent companies and is not related to any existing directors of Zydus Wellness. He will be entitled to sitting fees and commission as decided by the Board.

Zydus Wellness Limited reported a strong first quarter for FY27, with Net Sales soaring by 66.7% to ₹14,299 million compared to ₹8,577 million in the prior year. EBITDA grew by 55.3% to ₹2,417 million, and Net Profit stood at ₹1,189 million. The company highlighted market leadership for its key brands: Sugar Free (96.1% market share), Glucon-D (59.1% market share), RiteBite Max Protein, Everyuth scrubs and peel-offs (49.4% and 75.5% market share respectively), and Nycil in the prickly heat category (32.9% market share). Nutralite also achieved double-digit growth. Zydus Wellness expanded its portfolio with new launches like Complan Power Play milk shake and VieMax Diabetes Care, and extended its global reach through WeightWorld and Maxmedix on e-commerce platforms in the USA and UAE.

Zydus Wellness Ltd's Board of Directors, at their meeting on August 4, 2026, approved the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. These results were reviewed by the Audit Committee and taken on record by the Board. The company also submitted the Limited Review Reports from Mukesh M. Shah & Co., Chartered Accountants, for both standalone and consolidated results. Additionally, the trading window for Directors and Designated Persons will remain closed until August 6, 2026, and will re-open on August 7, 2026.

On a consolidated basis (primary), Zydus Wellness reported revenue of ₹1,437.0 Cr, up 66.9% YoY but down 3.2% QoQ, while PAT fell 7.0% YoY to ₹118.9 Cr and 26.6% QoQ from ₹162.0 Cr. The headline revenue jump is not organic growth — it reflects the full-quarter consolidation of Comfort Click Limited (CCL), acquired August 29, 2025, which the year-ago quarter did not carry at all. Notably, PBT actually rose 11.6% YoY to ₹162.1 Cr, so the entire PAT decline traces to items below the operating line. NPM compressed to 8.3% from 14.8% YoY (10.9% QoQ) and OPM to 16.8% from 18.1% YoY (18.2% QoQ, using PBT-before-exceptionals less other income, plus finance cost and depreciation, over revenue — consistent with the margin convention in our records). The compression is driven by finance costs of ₹26.3 Cr (vs ₹2.5 Cr a year ago, a 10x jump) and depreciation/amortisation of ₹57.1 Cr (vs ₹10.8 Cr, ~5x) — both a direct consequence of CCL acquisition debt funding and PPA-related intangible amortisation. Separately, the effective tax rate rose sharply to 26.7% from 12.0% YoY, because a ₹4.6 Cr net MAT-credit-reversal benefit that lifted last year's quarter did not repeat this quarter (Note 6). Adjusting for that one-off tax item on a like-for-like basis, PAT would have been down only ~3.6% YoY rather than the reported 7.0% — meaning roughly half the headline PAT decline is a tax-benefit base effect, not a fresh operating deterioration, though margin compression from CCL financing/amortisation is real and structural for now. No formal analyst consensus for this specific quarter was found in a web search, so vs-street is unknown. On guidance: the FY26-Q4 call reiterated a medium-to-long-term aspiration of 17-18% EBITDA margin and flagged short-term weather-related headwinds for seasonal brands with an expected recovery — this quarter's 16.8% OPM remains below that band, and revenue was down sequentially rather than showing the flagged recovery, a miss against that qualitative bar. No press release/MD&A accompanied this filing (management framing not extracted), but the filing's own Note 4 states Group revenue and profit are seasonally skewed toward Q1 and Q4 — despite Q1 being a stated peak quarter, PAT still fell 26.6% QoQ, mostly via costs/tax rather than topline (revenue was down just 3.2% QoQ). The standalone (India) business, a cleaner read on the base business, grew steadily: revenue ₹153.0 Cr (+8.6% YoY) and PAT ₹5.5 Cr (+19.6% YoY). Among this quarter's other developments, the company incorporated a new UAE subsidiary (June 30, 2026), continuing its Middle East footprint alongside existing Zydus Wellness General Trading DWC-LLC and Zydus Wellness Trading LLC entities, and its Head of Sales resigned (July 3, 2026) — a governance item worth tracking but with no numbers attached yet; a Polish subsidiary was fined PLN 54,000 for a tax filing delay, an immaterial amount. Going into Q2 FY27, the print sets up a test of whether CCL's finance/amortisation drag moderates as integration matures, whether the MAT-credit tax benefit (absent this quarter) resumes, and whether the seasonal-brand recovery management flagged in May 2026 shows up in the numbers rather than remaining a stated expectation.