RDY
Dr. Reddy's Laboratories Limited13.91
-0.18-1.28%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q3 '26
Q&A details sema timelines, biosimilar delays
Q&A drilled into semaglutide timelines—India March 21 diabetes launch, Canada February-May pending approval at lower-end pricing—while affirming 17-18% organic India growth as sustainable mid-teens via innovative products (10-15% of sales). Biosimilars faced US delays: denosumab to Q2 FY27 or later, rituximab a year-plus out, yet abatacept on track for end-2026 IV approval. NRT beat with 8% constant-currency growth, EBITDA above 25%; ex-Lenalidomide generics margins at 50-55%. Labor code hit was retrospective, future drag under 50bps. Pipeline delays sting, but base business momentum reassures. Investors eye semaglutide traction and biosimilar fixes.
Key Stats
Market Cap
11.63BP/E (TTM)
17.83Basic EPS (TTM)
0.78Dividend Yield
0.57%IPO
Website
Employees
Sector
Industry
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