| 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
- ₹1,201.00
- 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.
More from Dr. Reddy's Laboratories Ltd
All →Dr. Reddy's Laboratories Board Meeting Date
Dr. Reddy’s Laboratories will hold a board meeting on October 23, 2026, to approve the standalone and consolidated financial results for the quarter ending September 30, 2026.
Dr. Reddy's Laboratories Partnership
Dr. Reddy's signed an exclusive distribution agreement with Takeda for Qdenga dengue vaccine in India's private market. No upfront consideration stated; availability expected H1 2027.
Dr. Reddy's Laboratories Price Movement Clarification
Dr. Reddy's confirmed a news report regarding a voluntary licensing agreement with Gilead Sciences for an HIV prevention drug, noting it is not material.
Dr. Reddy's Laboratories Business Update
Dr. Reddy's Laboratories received two observations from the USFDA following a records assessment of its API manufacturing facility in Jiutepec, Mexico.
Dr. Reddy's Laboratories Employee Stock Options
Dr. Reddy's Laboratories allotted 375 equity shares to employees upon the exercise of stock options under its ESOP scheme.
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%.