Dr. Reddy's Laboratories Limited — PPTs, 24-10-2025: Investor Presentation

Dr. Reddy's delivered a strong Q2FY26. Revenue grew 9.8% YoY to ₹8,805 Cr, with Profit After Tax up 14% YoY to ₹1,437 Cr, translating to EPS of ₹17.25 (+15% YoY). EBITDA margin stood at 26.7%.

Growth was broad-based, with India and Emerging Markets seeing robust double-digit growth. Europe surged due to the acquired NRT business, though North America experienced some softness from price erosion.

Strategic priorities include strengthening core businesses and advancing key pipeline products like Semaglutide. Recent developments feature acquiring Stugeron® brands in APAC/EMEA, launching two novel gastro-intestinal drugs (PCAB®, Colozo®) in India, and positive progress on biosimilar candidates.

Management emphasized sustaining profitability while investing for the future, focusing on organic growth and strategic M&A.