DRREDDY Dr. Reddy's Laboratories Q1 FY27 results (Apr–Jun 2026) and concall
Dr. Reddy's Laboratories announced a temporary delay in the commercial supply of Semaglutide injection due to an impurity issue identified during the scale-up of its API manufacturing process. The company anticipates resuming supply by late October/early November 2026, aiming for 6-7 million pens in Q3 and Q4 FY27. Management assured no patient safety concerns or product recalls for existing market supply, and the issue does not affect oral Semaglutide tablets. The company expects a short-term downside to sales but maintains its overall EBITDA margin target.
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What they filed
Q1 FY27: revenue down 34.2%, net profit down 86.3% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|
| Revenue | 5,015 | 5,563 | 7,810 | 4,619 | 4,283 −15% | 3,822 −31% | 5,137 −34% |
| EBITDA | 1,192 | 1,443 | 3,837 | 480 | 100 −92% | -500 −135% | 447 −88% |
| Net profit | 849 | 1,201 | 2,961 | 387 | 91 −89% | -219 −118% | 405 −86% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
