Zydus Wellness, a leading health and wellness stock, is eyeing new avenues for growth beyond its traditional sugar substitutes and nutrition products. The company’s strategic foray into multivitamins and pet supplements, marked by its recent overseas acquisition, has captured investor attention and could potentially boost revenue streams in emerging global markets.
With consumer demand for digital-first wellness solutions on the rise, the move positions Zydus to tap into fast-growing segments while reinforcing its portfolio in preventive health and nutrition.
About the Company
Zydus Wellness Limited, with a market capitalization of Rs. 14,923.33 crore and trading at Rs. 469.05, is a prominent Indian consumer health company operating through two primary segments: Food & Nutrition and Personal Care.
Its Food & Nutrition portfolio includes Sugar Free, a range of sugar substitutes, and I’Mlite, a blend of sugar and stevia offering 50 percent fewer calories. Complan delivers protein-rich nutrition for children and adults, with products like Nutrigro for toddlers, Immuno-Gro for immunity support, and VieMax for adult nutrition. Glucon-D provides instant energy and hydration.
Nutralite leads in cholesterol-free spreads and offers dairy variants like ghee and butter, while Ritebite and Ritebite Max Protein cater to active lifestyles with healthy snacks and protein bars.
In the Personal Care segment, Nycil addresses sweat, odour, and prickly heat issues, and Everyuth provides nature-based skincare solutions. The company focuses on science-backed, innovative products aimed at promoting healthier living.
Comfort Click Acquisition
Zydus Wellness has taken its first step into international markets acquisition and the Vitamins, Minerals, and Supplements (VMS) segment through the acquisition of UK-based Comfort Click Limited (CCL) via its wholly owned subsidiary, Alidac UK Limited. The acquisition includes CCL’s three subsidiaries in Ireland, the US, and India, and represents Zydus Wellness’ maiden overseas purchase.
Comfort Click reported unaudited revenues of GBP 134 million for the year ending 30 June 2025, reflecting a five-year compound annual growth rate of 57 percent, with adjusted operating profit of GBP 21 million. The majority of its revenue is generated through e-commerce and Direct-to-Consumer channels.
Recognized among Europe’s top 1000 fastest-growing companies in 2024 and 2025, CCL operates across the UK and Europe, with plans to expand in the US. Its brand portfolio spans adult, paediatric, and pet supplements, including WeightWorld (plant-based adult VMS and sports nutrition), maxmedix (paediatric gummy supplements), and Animigo (natural pet care VMS products). The equity value stands at GBP 239 million, subject to customary adjustments.
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Management’s View
The leadership at Zydus Wellness views the Comfort Click acquisition as a strategic step to strengthen its global wellness presence. Company representatives highlighted that the move underscores Zydus’ commitment to empowering consumers with wellness-focused products and enabling easier access to them.
By integrating Comfort Click’s digital-first model and diverse portfolio, Zydus aims to enhance its capabilities in personalised nutrition and digital health, leveraging scalable and sustainable approaches to shape the future of wellbeing.
The company expressed enthusiasm for welcoming Comfort Click’s employees, consumers, and partners, focusing on innovation and customer-first solutions to advance wellness worldwide.
Industry Potential
According to the management, the global digital VMS market is witnessing strong momentum, projected to grow at a compound annual rate of seven to nine percent through 2030 and reach an estimated USD 50–60 billion by decade-end.
Rising health consciousness, the adoption of preventive healthcare, and the proliferation of e-commerce and digital health platforms are key drivers of this growth. Zydus’ entry into this segment aligns with these market trends, offering opportunities for scaling its international operations.
Global Reach Set to Grow
Zydus Wellness has an established presence in Asia, the Middle East, Africa, and Oceania, with key markets including India, UAE, Bangladesh, Saudi Arabia, South Africa, Kenya, Australia, and New Zealand.
Comfort Click strengthens the company’s footprint across Europe and North America, including the UK, Germany, Spain, Italy, France, Netherlands, Sweden, Denmark, Belgium, Ireland, Poland, and the US. Combined, Zydus and Comfort Click’s operations provide a truly global platform, enhancing cross-market synergies and growth potential.
Q1FY26 Financial Snapshot
On a quarter-on-quarter basis, Zydus Wellness recorded a decline in sales from Rs. 913 crore to Rs. 861 crore, down six percent. Operating profit dropped from Rs. 190 crore to Rs. 156 crore, a decrease of 17.9 percent. Profit before tax fell from Rs. 173 crore to Rs. 145 crore, down 16.2 percent, while net profit declined from Rs. 172 crore to Rs. 128 crore, a drop of 25.6 percent.
Year-on-year, sales rose from Rs. 841 crore to Rs. 861 crore, an increase of 2.4 percent. Operating profit inched up from Rs. 155 crore to Rs. 156 crore, a marginal growth of 0.6 percent. PBT declined from Rs. 152 crore to Rs. 145 crore, down 4.6 percent, and net profit decreased from Rs. 148 crore to Rs. 128 crore, down 13.5 percent.
Outlook
With the Comfort Click acquisition, Zydus Wellness is strategically positioning itself as a global player in the fast-growing vitamins, minerals, and supplements market. The move not only expands its international footprint across Europe and North America but also strengthens its digital-first and direct-to-consumer capabilities.
Coupled with its existing leadership in health and nutrition products, Zydus is poised to capture growth in adult, paediatric, and pet wellness segments while driving innovation, enhancing consumer engagement, and unlocking sustainable long-term revenue streams across global markets.
Written By Manan Gangwar
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