Zydus Lifesciences touched a fresh 52 week high of Rs 1,205 on Tuesday even after its June quarter net profit fell 36% to Rs 939.8 crore.

The stock actually dipped briefly right after the results came out, but buyers stepped back in once investors dug into the finer details of the earnings and liked what they saw beyond the headline profit drop.

Let’s break down what actually happened. Net profit fell 35.93% year on year to Rs 939.8 crore, down from Rs 1,466.8 crore a year earlier, according to the company’s regulatory filing. Revenue told a very different story, jumping 20.74% to Rs 8,123.1 crore from Rs 6,728.6 crore. EBITDA slipped 7.6% to Rs 1,929.4 crore, and the EBITDA margin contracted sharply to 24.1% from 31.8% in the same quarter last year.

Here’s where the business mix gets interesting. The pharma segment made up 78% of revenue, followed by consumer wellness at 18% and medtech at 4%. Within pharma, North America formulations contributed the largest share at 40%, followed by India formulations at 23%, international markets at 12%, and APIs and other segments at 3%.

Managing Director Dr Sharvil Patel said the company’s branded portfolio now makes up more than half of total revenue, and that the share of branded sales in the US has climbed to 11%, with room to grow further once the Saroglitazar launch rolls out.

The stock has had a strong run this year overall, gaining more than 30% so far in 2026. It touched a previous 52 week high of Rs 1,181.50 back on July 8, and a year’s low of Rs 835.50 on April 2.

Zydus Lifesciences closed the session at Rs 1,191 on the NSE, up 6.43% for the day.

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