ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | Deferred supply of 6-7M pens impacts FY27 revenue timing. |
|---|---|
| Margins | Inventory write-downs expected for impacted batches in Q1 FY27. |
| Demand visibility | Strong; management claims demand significantly outstrips current supply capacity. |
| Management confidence | Balanced; transparent about technical failures while committed to resolution. |
Growth
Supply of 6-7 million pens now deferred to late Q3/Q4 FY27; oral Semaglutide remains unaffected.
Outlook
Resumption of commercial supply expected by October/November 2026 (FY27) following successful re-validation of API manufacturing process.
Risks
Process impurity in API scale-up triggers total commercial supply suspension until validation completion; potential market share loss to competitors.
Earnings Call filed with BSE, NSE: DRREDDY. Summary written with AI assistance from the document.
Dr. Reddy's Laboratories Ltd: key numbers
- Share price
- ₹1,386.60
- Market cap
- ₹1,15,736 Cr
- Revenue (annual)
- ₹33,700 Cr
- Net profit (annual)
- ₹4,196 Cr
- P/E (TTM)
- 41.3×Sector 43.8×
- Promoter holding
- 26.63%-0.01% QoQ
- FII holding
- 20.30%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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Revenue declined 1.5% YoY as lower Revlimid sales in North America offset strong double-digit growth in base business and emerging markets.
- Call
- Guides 25% growth