Wednesday, 7 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
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.

Read the document ↗

Dr. Reddy's Laboratories Ltd: key numbers

Share price
₹1,203.80
Market cap
₹1,00,478 Cr
Revenue (annual)
₹33,700 Cr
Net profit (annual)
₹4,196 Cr
P/E (TTM)
31.2×Sector 47.3×
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 →
16:58 IST BSE
Board Meeting Date

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.

09:00 IST BSE
Partnership

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.

08:41 IST BSE
Price Movement Clarification

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.

22:07 IST BSE
Business Update

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.

17:39 IST BSE
Employee Stock Options

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.

15:43 IST BSE
Employee Stock Options

Dr. Reddy's Laboratories Employee Stock Options

Dr. Reddy's Laboratories allotted 4,110 equity shares to employees under its 2002 Employee Stock Option Scheme. The shares rank pari passu with existing equity.