| 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
- ₹1,198.10
- Market cap
- ₹1,00,003 Cr
- Revenue (annual)
- ₹33,700 Cr
- Net profit (annual)
- ₹4,196 Cr
- P/E (TTM)
- 31.0×Sector 47.4×
- 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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