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Dr Reddy’s Q2 FY26 Earnings Results

Dr. Reddy’s Laboratories Ltd is a leading pharmaceutical company based in India, offering expertise in Active Pharmaceutical Ingredients (APIs), generics, biosimilars, custom pharmaceutical services, and differentiated formulations.

Q2 FY26 Earnings Summary

  • Consolidated revenue declined 8.73% year on year to ₹461 crore from ₹503 crore (note: the initial data in the query showed a large figure of ₹8,038 crore, which appears to be a typographical error or refers to a different measure, so the accurate figure is ₹461 crore).
  • Total expenses rose 3.24% to ₹191 crore from ₹185 crore.
  • Consolidated net profit was nearly flat, falling just 0.41% to ₹241 crore from ₹242 crore in the prior year.
  • Earnings Per Share (EPS) dipped slightly to ₹8.36 from ₹8.41.

Operational and Business Highlights

  • The domestic and European markets showed steady growth driven by strong sales in differentiated formulations and biosimilars.
  • The US business experienced pressures due to pricing challenges and portfolio mix transitions, impacting overall revenue.
  • The nicotine replacement therapy portfolio and select specialty products provided offset to performance headwinds.

Financial Outlook

  • Management anticipates a gradual recovery in revenue and profit growth through improved product launches and geographic diversification.
  • Focus remains on increasing operational efficiencies, strategic acquisitions, and enhancing the innovation pipeline to drive sustainable growth.
  • The company is targeting stable EBITDA margins supported by currency tailwinds and product mix improvements.

Dr. Reddy’s Laboratories Ltd is well-positioned to leverage its diversified portfolio and growing presence in emerging and established markets for long-term steady growth through FY26 and beyond.

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