Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Divi's Laboratories Earnings Call Transcript: Key Takeaways

Divi's Laboratories showcases dominant market positioning in APIs and custom synthesis with ~$1.25B revenue, focusing on volume-led growth across 100+ countries.

Guidance and delivery
Management target Revenue FY26
Highlights
Revenue growth~$1.25B revenue achieved as of March 2026.
MarginsFocus on uniform quality and significant capacity for batch sizes.
Demand visibilityStrong, exporting to more than 100 countries globally.
Management confidenceConfident, highlighting world-leader status in multiple API segments.

Growth

Strong positioning with leadership in 10 of 28 APIs and strategic partnerships with 12 of Top 20 Big Pharma.

Outlook

Targeting growth through generic API leadership and expanded nutraceutical solutions as of March 2026.

Risks

Potential margin pressure if generic API pricing softens or custom synthesis project timelines shift.

Last quarter's promises, checked

Delivered

  • Guided double-digit revenue growth → delivered 14% growth (₹9,712cr to ₹11,067cr) (= BEAT)
  • Targeted Unit 3 operationalization → delivered steady production increase and GMP space freeing (= BEAT)
  • Maintain supply reliability despite logistics crisis → delivered zero production stoppages (= BEAT)

Partly delivered

  • Kakinada expansion (₹1,500cr) → delivered ₹600cr capitalized to date (= PARTIAL)
  • Peptide business validation → delivered several fragments validated, commercialization pending customer approval (= PARTIAL)

Missed

  • Historical margin levels (37-38%) → delivered ~32% (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: DIVISLAB. Summary written with AI assistance from the document.

Read the document ↗

Divi's Laboratories Ltd: key numbers

Share price
₹9,619.50
Market cap
₹2,55,368 Cr
Revenue (annual)
₹10,560 Cr
Net profit (annual)
₹2,568 Cr
P/E (TTM)
87.3×Sector 50.4×
Promoter holding
51.88%+0.00% QoQ
FII holding
20.19%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Divi's Laboratories Ltd

All →
10:30 IST BSE
Other Announcement

Divi's Laboratories Other Announcement

An immediate relative of a Divis Laboratories promoter bought equity shares worth ₹0.58 Crore through a market purchase.

Value
₹0.58 Cr
14:16 IST BSE
Other Announcement

Divi's Laboratories Other Announcement

Designated Person PRASAD Y.T.S. disclosed the release of two share pledges involving 2,734 equity shares. The combined transaction value of the released pledges is Rs. 2.56 Crore.

Value
₹2.56 Cr
12:49 IST BSE
Other Announcement

Divi's Laboratories Other Announcement

Designated person PRASAD Y.T.S. sold 6,234 equity shares of Divis Laboratories Ltd for ₹5.84 Crore via market sale.

Value
₹5.84 Cr
15:55 IST BSE
Promoter Selling

Divi's Laboratories Promoter Selling: ₹0.19 Cr

K. Sridevi, an immediate relative, sold 200 equity shares of Divi's Laboratories Ltd via a market sale worth ₹0.19 Crore.

Value
₹0.19 Cr
11:42 IST BSE
Other Announcement

Divi's Laboratories Other Announcement

K. Sridevi, an immediate relative, sold 200 equity shares of Divi's Laboratories Ltd in a market transaction valued at ₹18.56 Lakh.

Value
₹0.19 Cr
11:34 IST NSE
Financial Results

Divi's Laboratories Q1 FY27 Results: Net Profit ₹902 Cr, Up 65.5% YoY

Divi's Laboratories Ltd reported revenue from operations of ₹3,080 Cr (+27.8% YoY) and net profit of ₹902 Cr (+65.5% YoY) for Q1 FY27.

Key figure
Net profit ₹902 Cr · +65.5% YoY