Pharmaceutical Sales: approx. 70%
Consumer Healthcare Sales: approx. 20%
Animal Health Sales: approx. 10%

Top 3 Markets:

1. India: approx. 45%
2. USA: approx. 35%
3. Europe: approx. 10%

Zydus Lifesciences Limited generates the majority of its sales from the pharmaceutical sector, followed by Consumer Healthcare and Animal Health. The Indian market is the largest single market for the company, followed by the USA, which accounts for a significant portion of the total revenue. The European market also contributes to the revenue, but to a lesser extent compared to India and the USA. This distribution reflects the company's strategic focus and geographical expansion.

Production sites of Zydus Lifesciences Limited:

Zydus Lifesciences Limited, a leading Indian pharmaceutical company, mainly produces its products in India. The key production sites include:

• Ahmedabad, Gujarat: This is one of the company's main locations where a variety of pharmaceutical products are manufactured.
• Ankleshwar, Gujarat: This site primarily produces active pharmaceutical ingredients (APIs).
• Goa: This facility is known for manufacturing oral solid dosage formulations.
• Baddi, Himachal Pradesh: Another significant site for the production of formulations.
• Sikkim: This facility supports the production of formulations for the Indian market.

In addition to these locations, Zydus also has international production sites, particularly in the USA and Brazil, to meet global market demands. This strategic distribution of production capacities enables the company to efficiently respond to demand in different regions.

Revenue Growth: 8.5% (2024, estimated)
Research and Development Investments: 12% of revenue (2024, estimated)

Zydus Lifesciences Limited focuses on a multi-pronged growth strategy. A key component of this strategy is increased investment in research and development to bring innovative pharmaceutical products to the market. The company is focusing on the development of biosimilars and generics to strengthen its market position and tap into new markets.

Another strategic focus is on geographical expansion, particularly in emerging markets, to benefit from their growing healthcare needs. Zydus Lifesciences also plans strategic partnerships and acquisitions to expand its product range and leverage synergies.

Additionally, the company is investing in digital transformation and automation to increase efficiency and reduce production costs. These measures are intended to enhance competitiveness and ensure sustainable growth.

Main raw materials: Active Pharmaceutical Ingredients (APIs), excipients

Main importing countries: China, India, USA

Zydus Lifesciences Limited mainly imports Active Pharmaceutical Ingredients (APIs) and excipients that are essential for the production of their pharmaceutical products.

China and India are significant suppliers of APIs, as they are leading producers in this field worldwide. The USA can also play a role, especially for specialized or patented ingredients.

This import strategy enables Zydus to benefit from the cost-effective production capacities in Asia, while ensuring the quality and availability of raw materials.

Market Share: 5.2% in the Indian pharmaceutical market (2024)
R&D Expenses: 7.5% of revenue (2024)
EBITDA Margin: 21.8% (2024)

Zydus Lifesciences Limited has a significant competitive advantage due to its strong presence in the Indian pharmaceutical market, where it holds a market share of 5.2%. This positions the company as one of the leading players in one of the fastest-growing pharmaceutical markets globally.

Another key aspect of Zydus' competitive advantage is the continuous investment in research and development, accounting for 7.5% of revenue. These investments enable the company to develop innovative products and strengthen its product pipeline, which is crucial for long-term competitiveness.

Furthermore, the EBITDA margin of 21.8% demonstrates that Zydus operates efficiently and is able to generate solid profits. This financial strength allows the company to invest in strategic initiatives and compete against rivals.

Institutional Investor Share: approximately 30% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last year (2025, estimated)

The institutional investor share in Zydus Lifesciences Limited is estimated to be around 30%. This indicates that a significant number of shares are held by institutional investors, suggesting a certain level of confidence in the company's long-term performance.

In 2025, there were no significant insider purchases or sales, indicating that the management and other insiders are currently not making significant changes to their holdings. This could suggest that they are satisfied with the current company strategy and development.

Market share of Zydus Lifesciences Limited: 3.5% (2025, estimated)

Top competitors by market share:

1. Sun Pharmaceutical Industries Ltd.: 8.2%
2. Dr. Reddy's Laboratories Ltd.: 7.5%
3. Cipla Ltd.: 6.9%
4. Lupin Ltd.: 5.8%
5. Aurobindo Pharma Ltd.: 5.0%
6. Zydus Lifesciences Limited: 3.5%
7. Torrent Pharmaceuticals Ltd.: 3.2%
8. Biocon Ltd.: 2.9%
9. Glenmark Pharmaceuticals Ltd.: 2.5%
10. Cadila Healthcare Ltd.: 2.3%

Moat of Zydus Lifesciences Limited:

Zydus Lifesciences Limited has a moderate moat, mainly supported by its strong presence in the generics sector and its R&D investments. The company has gained an advantage through a wide range of products and strong brand recognition.

However, compared to its competitors, Zydus' moat is less pronounced. Companies like Sun Pharmaceutical and Dr. Reddy's Laboratories have a stronger moat due to their global presence, extensive product portfolios, and strategic partnerships. These companies benefit from economies of scale and a larger international reach, giving them a competitive edge.

Overall, Zydus Lifesciences Limited has a solid position in the market, but the competition is intense, and the leading companies have stronger moats supported by their market strategy and innovation capabilities.

Revenue Growth: 8.5% (2024) R&D Expenses: 7.2% of revenue (2024) Market Share in India: 5.3% (2024)

Zydus Lifesciences Limited recorded a revenue growth of 8.5% in 2024, indicating solid demand for its products and a strong market presence. The company continuously invests in research and development, with 7.2% of revenue allocated to this area. This demonstrates Zydus' commitment to developing innovative products and expanding its product pipeline.

The 5.3% market share in India underscores the company's strong position in one of the world's largest pharmaceutical markets. This market position provides Zydus with the opportunity to benefit from the growing demand for healthcare products in the region.

Overall, these factors suggest that Zydus Lifesciences Limited is well positioned to achieve further growth in the coming years. However, investors should also consider general market conditions and regulatory developments in the pharmaceutical sector before making an investment decision.

Dividend Yield: 1.8% (2025, estimated)
Dividend History: Continuous payouts over the last 5 years

Zydus Lifesciences Limited regularly pays dividends to its shareholders. The dividend yield is estimated to be around 1.8% for the year 2025, based on recent payouts and the current stock price.

The company has followed a consistent dividend policy over the past five years, indicating a reliable payout. This stability is supported by a strong financial performance and a sustainable business model. Analysts expect Zydus Lifesciences to continue distributing dividends in the future, provided there are no significant economic or company-specific challenges.