Stock to buy: Zydus Wellness share price rallies 15% in 3 days; Anand Rathi sees more upside. Details here

Zydus Wellness share price rose almost 4 per cent in intraday trade to hit its 52-week high of ₹2,336.90 on the NSE on Wednesday, September 3. The stock has gained over 15 per cent in three sessions after it announced on Friday, August 29, that its wholly owned subsidiary Alidac UK Limited acquired the UK-based firm Comfort Click Limited.

“This is to inform that the board of directors of Alidac UK Limited, a wholly owned subsidiary of Zydus Wellness, has approved entering into share purchase agreement with the sellers for the purchase of 100 per cent outstanding ordinary shares of Class A and Class B, 71.43 per cent of non-controlling ordinary shares of Class C and 66.67 per cent of non-controlling ordinary shares of Class D of Comfort Click Limited, UK,” said the company on August 29.

The transaction was concluded on August 29, 2025.

Pursuant to the acquisition, Comfort Click Limited has become a wholly owned subsidiary of Alidac and a step-down subsidiary of Zydus Wellness.

According to the Zydus Wellness exchange filing, Comfort Click Limited is one of the fastest-growing digital consumer healthcare platforms in the VMS (vitamins, minerals, and supplements) segment. It has a strong and diversified portfolio across adult, kids and pet segments.

Zydus Wellness share price trend

The pharma stock has seen a decent gain of about 17 per cent this year so far, while over the last year, it has clocked a muted gain of 3 per cent.

It hit a 52-week low of ₹1,493.20 on March 4 this year but has seen a remarkable recovery since then. On a monthly scale, Zydus Wellness shares remained in the green from March to July this year. They slipped by half a per cent in August but again resumed their upward trend in September.

Anand Rathi sees further upside

Brokerage firm Anand Rathi Share and Stock Brokers has a buy call on the stock with a target price of ₹2,995, implying a 33 per cent upside potential from its September 2 close of ₹2,253.50 on the NSE.

The brokerage firm pointed out that Zydus’ acquisition of UK-based Comfort Click broadens its footprint across the UK, EU and USA and positions it to scale up its wellness range globally. It is a strategic step toward building a diversified, consumer-focused beauty, health and wellness portfolio.

“We like the fact that the incentives of Comfort Click’s management team will be aligned with Zydus shareholders, as it will continue to lead operations, with part of their proceeds re-invested in growth shares and tied to performance incentives,” said Anand Rathi.

The brokerage firm expects the deal to be 1 per cent and 20 per cent EPS accretive for FY26E and FY27E, respectively.

“We retain a buy with a higher 12-month target price of ₹2,995, 30 times September 2027E EPS ( ₹2,570 earlier, 33 times FY27E EPS) as the acquisition catapults the company into the more than ₹5,000 crore revenue orbit with a focused play on health and wellness, which barely a few global companies can boast of,” said Anand Rathi.

Zydus Wellness stock split

The company has announced a stock split in the ratio of 1:5. This means that for every one share held earlier, the shareholder will now get five shares. The record date for the purpose has been fixed as Thursday, September 18, 2025.

“This is to inform you that the company has fixed Thursday, September 18, 2025 as the record date for determining entitlement of equity shareholders for the purpose of sub-division/split of equity share of face value of ₹10 each, fully paid up, into 5 equity shares of ₹2 each, fully paid up, as approved by the members of the company at the 31st Annual General meeting held on July 30, 2025,” said the company in an exchange filing on August 18.

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