Dr. Reddy's Laboratories Limited — PPTs, 23-07-2025: Investor Presentation

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**1. Financial Highlights:**

Revenues hit ₹8,545 Cr (+11% YoY). EBITDA was ₹2,278 Cr (26.7% margin), PAT ₹1,418 Cr (17% margin). A ~22% annualised RoCE and ₹2,922 Cr net cash surplus highlight strong financial health.

**2. Strategic Initiatives & Growth Drivers:**

Focus on strengthening core businesses, investing in innovative products (NCEs, CDMO, Consumer Health). Significant R&D/capex drives growth, including a key Alvotech collaboration for pembrolizumab co-development.

**3. Business Developments:**

NRT portfolio integration in Nordics completed. USFDA inspections resulted in Form 483 observations at three sites (Middleburgh received 'VAI'). Key launches: two innovative assets in India, 26 new products across Emerging Markets.

**4. Market Position & Competitive Advantage:**

Top CDP Climate rating ('A') achieved. Outpaced India market growth (10th rank, #1 Stomatologicals, #2 Vaccines). North America growth also significantly outpaced the US generic market.

**5. Investor Implications:**

Solid performance in India, Emerging Markets, and Europe signals positive growth. Robust net cash and strategic investments are key positives. Monitor US generics price erosion and USFDA observations.