Zydus Wellness

This comes on the back of exits for True North from portfolio firms like FedFina, Niva Bupa, Biocon Biologics, Infinity Fincorp Solutions, Zydus Wellness and Home First Finance.

Rising input costs and acquisition-led expansion are reshaping the growth strategy at Zydus Wellness. Rising inflation may push it to rely more on price-led growth, signalling broader pressure on consumer-facing firms as the impact of the West Asia war spreads across the economy.

Shares of the company have jumped 25% in the last month despite posting losses in the last two quarters but its CEO Tarun Arora is nonchalant about it — instead is focused on staying ahead of consumer expectations. In this interview, Arora talks of his outlook for the company and new businesses.

On April 6, the Indian stock market reversed early losses, fueled by a ceasefire plan between Iran and the U.S. The Nifty 50 and Sensex each rose over 1%, with Zydus Wellness seeing a significant 15% spike in shares, the largest in 17 years.

After acquiring UK-based Comfort Click for ₹ 2,380 crore, Zydus’ stock surged. The move expands its global wellness footprint, but near-term profitability pressures remain.

Zydus Wellness shares increased nearly 4% to reach a 52-week high of ₹ 2,336.90 on September 3. The stock has risen over 15% in three sessions following its subsidiary's acquisition of UK-based Comfort Click Limited.

Zydus Wellness share price has remained volatile amid fluctuating market. In last one year, the stock has gained over 4.16 per cent, however, has lost 3.59 per cent in six months

Stocks to buy: Anand Rathi’s preferred stock picks in the FMCG space include Hindustan Unilever (HUL), Godrej Consumer Products, Emami, Zydus Wellness, and Mrs. Bectors Food Specialities.