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Investor Presentation

Dr. Reddy's Laboratories Investor Presentation: Key Takeaways

Q1FY27 revenues reached ₹8,071 Cr with 12.5% EBITDA margin. Results were significantly impacted by a ₹240 Cr semaglutide API charge; underlying EBITDA margin before this impact was 15.4%.

Highlights
Revenue growth6% YoY
MarginsEBITDA margin 12.5%; 15.4% excluding one-time API impact.
Demand visibilityStrong base business growth across all geographies.

Growth

Revenue grew 6% YoY but fell 7% QoQ. PAT declined 69% YoY to ₹443 Cr.

Outlook

Focus on peptide/biosimilar growth, resuming semaglutide supplies, and M&A. Net cash surplus remains healthy at ₹3,058 Cr.

Risks

Semaglutide API specification issues, Middle East conflict increasing freight/solvent costs, and US price erosion.

Source

Investor Presentation filed with BSE, NSE: DRREDDY. Summary written with AI assistance from the document.

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Dr. Reddy's Laboratories Ltd: key numbers

Share price
₹1,201.00
Market cap
₹1,00,245 Cr
Revenue (annual)
₹33,700 Cr
Net profit (annual)
₹4,196 Cr
P/E (TTM)
31.1×Sector 50.4×
Promoter holding
26.64%+0.01% QoQ
FII holding
20.67%Current quarter

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

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