Divi's Laboratories Limited — Investor Meet, 06-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Divi's Labs reported Q1 FY27 consolidated revenue of ₹3,144 Cr (up from ₹2,529 Cr YoY) and PAT of ₹902 Cr (up from ₹545 Cr YoY), with 10% constant currency standalone revenue growth. Custom Synthesis drove 60% of revenue. Management is confident in achieving double-digit growth, propelled by three major capex programs nearing completion and a strong peptide pipeline, including capacity expansion with 3,000-liter SPPS. The company is actively managing elevated solvent costs and global supply chain challenges through strategic inventory stocking and backward integration efforts, with Unit 3 playing a crucial role. Divi's emphasizes its unique integrated peptide manufacturing capabilities for future growth.