ZYDUSWELL

What Zydus Wellness promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 11 tracked 1 delivered 1 missed 9 open
  • Comfort Click EPS Accretion delivered said Q2 FY26 Promised: The acquisition of Comfort Click is cash EPS accretive. Q1 FY27: Promise remains achieved. Management confirmed Comfort Click continued to be EPS accretive in Q1 FY27.
  • Cash Tax Payout / Tax Rate missed said Q4 FY25 Promised: FY '26 and FY '27, there won't be any cash tax payout. Q1 FY27: Promise remains missed. Management confirmed for FY27, 12-15% of the total ~25% tax rate will be a cash component, directly contradicting the original 'no cash tax payout' promise.
  • Seasonal Brands Growth at risk said Q4 FY26 Promised: over three to four years, I think should be able to give us a good double-digit growth Q1 FY27: Seasonal brands declined by 12% in Q1 FY27 due to unseasonal rains, putting the long-term double-digit growth target at risk. Management noted early signs of recovery post-quarter.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for Zydus Wellness — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens