ACCE price target published on 22 Oct 2026, 16:00 CEST.
Price used: ₹1129 at the close on 23 Oct 2026, 12:00 CEST.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
65
out of 100
P/E
25.2x
forward 22.8x
1-year return
+11.9%
Dividend yield
0.09%
Zydus Lifesciences Limited in four questions
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Overview
ACCE thesis
Zydus Lifesciences makes generic and specialty pharmaceuticals across oral solids, injectables and biosimilars, and it sells a large US branded and generic portfolio alongside its India business. Its edge is scale in complex generics, where approval barriers are high enough to keep competition thin, and the 72.1% gross margin reflects that mix. Revenue grew 22.0% on the latest data, and with an operating margin of 16.4% the company is converting top-line growth into profit rather than buying it. The stock trades at 25.3 times trailing earnings and 23.0 times forward, a modest discount to the expected earnings growth, though the return on equity is not available in our feed so the balance-sheet quality needs checking in the filings. The name is not in any index we track, which may keep the shares less efficiently priced, and it merits a deeper look at US pipeline approvals and India margin trends before any position is considered.
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
moderate
Earnings falling faster than revenue
Revenue grew 22.0% year on year while earnings fell 35.9%, and Q2 2026 EPS missed by 15.0%. Margins are still healthy at 16.4% operating, but the gap between sales and profit growth needs explaining.
moderate
Trading above ACCE price target
The stock trades 4.0% above the ACCE price target of ₹1086.00 at a P/E of 25.3, so the price already assumes some of the recovery in earnings.
AI research notes
AI-assisted·How I use AIWritten Oct 22, 2026 · figures from 2026-10-22 · prices to Oct 23, 2026
Why it could do well
Revenue grew 22.0% year over year, well ahead of its 16.3% average annual pace over five years.
Net margin of 15.8% means the company keeps a healthy share of each rupee of sales as profit.
Analysts' mean price target of INR 1210.29 sits 6.6% above the current share price.
Why it could disappoint
The latest quarter's earnings per share missed expectations by 15.0%, coming in at 9.48 against 11.15 expected.
At a trailing P/E of 25.3x, the shares are not cheap, and the stock trades 4.0% above the ACCE price target of ₹1086.00.
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Where ZYDUSLIFE.NS's valuation models land
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