Divi's Laboratories Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Divi's Labs reported Q1 FY26 consolidated total income of ₹2,529 Cr and PAT of ₹545 Cr, reflecting 14% constant currency growth. Generics made up 47% of revenue, Custom Synthesis 53%, though management targets a 50:50 mix for the full year.

The new Unit 3 (Kakinada) is operational, boosting backward integration and freeing up GMP capacity at existing plants for new molecules. Divi's is advancing in Custom Synthesis, with new platforms like Solid Phase Peptide Synthesis garnering significant interest, especially for GLP-1 treatments. Several new Custom Synthesis projects are expected to commercialize in 12-24 months. The company plans ₹2,000 Cr in capex for FY26, backed by long-term supply commitments. Management is confident, navigating market dynamics with strategic focus and execution.