Jefferies maintains buy on Zydus Lifesciences, sees 15.5% upside on resilient FY26 growth outlook
Jefferies has reaffirmed its Buy rating on Zydus Lifesciences with a target price of ₹1,150, implying a potential upside of 15.5% from the current market price of ₹996.00. The brokerage expressed confidence in the company's FY26 performance, supported by a strong growth outlook across both U.S. and ex-U.S. markets.
Management has reiterated guidance for double-digit revenue growth and operating margins above 26% in FY26. Jefferies noted that despite a high base in FY25, the company expects its U.S. business to continue expanding in the current fiscal year. Additionally, markets outside the U.S. are also projected to deliver double-digit growth, helping to diversify earnings and reduce dependency on a single geography.
Importantly, the brokerage believes that the decline in Revlimid sales—a headwind for many Indian pharmaceutical exporters—will have a comparatively lower impact on Zydus than on its peers, positioning the company more favourably in the near-to-medium term.
Disclaimer: The views expressed above are those of Jefferies and do not constitute investment advice. This article is for informational purposes only.
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