DRREDDY Q1 FY27 Earnings Call Transcript & Analysis
Temporary delay in commercial supply of Semaglutide injection due to an impurity issue found during API scale-up.
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Every earnings call for DRREDDY — management tone, guidance, KPIs and promise tracking, quarter by quarter.
DRREDDY · 6 transcripts · Healthcare · latest Q1 FY27Dr. Reddy's Laboratories Limited has 6 earnings calls on record here, a Healthcare company, most recently Q1 FY27. Each quarter is scored on revenue, margins, guidance delivery and the questions management left unanswered — so the gap between what was promised and what was delivered is easy to read.
Temporary delay in commercial supply of Semaglutide injection due to an impurity issue found during API scale-up.
Read full transcript & analysisAdjusted EBITDA (FY26) ₹8,419 cr; Gross Margin (Q4) 48%. Full year adjusted EBITDA margin at ~25%, consistent with aspirations.
Read full transcript & analysisOperating Revenue ₹11,905 cr (+29% YoY); Operating EBITDA ₹1,509 cr (+40% YoY); EBITDA Margin 12.7 percent (+100% YoY). Achieved highest ever quarterly sales in both ICE and EV segments with strong outperformance vs industry.
Read full transcript & analysisConsolidated Revenue ₹8,805 cr (+10% YoY); EBITDA ₹2,351 cr (+3% YoY); EBITDA Margin 26.7% (−174% YoY). Revenue growth of 9.8% YoY to ₹8,805 crores with near double-digit growth.
Read full transcript & analysisEBITDA ₹2,278 cr (+5% YoY); EBITDA Margin 26.7% (−1% YoY); Profit After Tax ₹1,419 cr (+2% YoY). Consolidated revenues grew 11% YoY to ₹8,545 crores ($997 million).
Read full transcript & analysisQ4 Revenue ₹8,506 cr (+20% YoY); Full Year Revenue ₹32,554 cr (+17% YoY); Q4 EBITDA ₹2,475 cr (+32% YoY). Record high revenues exceeding $3.8 billion for full year FY25.
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