ALFA Finder| Revenue growth | 5.6% YoY decline; 7.4% sequential growth. |
|---|---|
| Margins | Targeting 20% range excluding semaglutide impacts. |
| Demand visibility | Strong orders for 6-7M semaglutide pens. |
| Management confidence | High on H2 recovery and semaglutide resumption. |
Growth
Revenue ₹8,071 Cr (-5.6% YoY); PAT ₹443 Cr; North America down 41% YoY; Emerging Markets grew 31% YoY.
Outlook
EBITDA margin guidance 20%; CAPEX ~₹1,800 Cr; target 27 US launches; semaglutide supply resumption by November 2026.
Risks
Semaglutide API quality challenges; Middle East conflict inflating solvent and freight costs; price erosion in US generics.
Earnings Call Transcript 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.
More from Dr. Reddy's Laboratories Ltd
All →Dr. Reddy's Laboratories Regulatory Approval
Dr. Reddy's Laboratories received marketing authorization from Brazil's ANVISA for its generic semaglutide injection. The approval targets Brazil's diabetes market, estimated at approximately USD 244.6 million.
Dr. Reddy's Laboratories Other Announcement
Dr Reddy's KMP Erez Israeli sold 460,276 ADRs to cover the exercise of 591,270 ADRs allotted under ESOP. The disposal is valued at about ₹61.76 Crore.
- Value
- ₹61.76 Cr
Dr. Reddy's Laboratories Employee Stock Options
Dr. Reddy's allotted 5,91,270 equity shares to employees on exercise of stock options under its ADR ESOP Scheme 2007. Exercise prices ranged from Re.1 to Rs.1,060.20 per share.
Dr. Reddy's Laboratories Price Movement Clarification
Dr. Reddy's confirms FDA tentative approval for its lenacapavir HIV shot. The company states the news is not material and has no material impact.
Dr. Reddy's Laboratories Business Update
Dr Reddy's says USFDA closed its PAI and GMP inspection at Srikakulam FTO-SEZ Process Unit-02 with VAI classification. The outcome is closed with no monetary penalty.
Dr. Reddy's Laboratories Earnings Call Transcript: Key Takeaways
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