DRREDDY

What Dr. Reddy's Laboratories promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 2 delivered 4 missed 8 open
  • Semaglutide Launch (Canada) delivered said Q1 FY26 Promised: Beginning of January 2026 Q1 FY27: Promise was previously achieved. No new information.
  • SG&A Spend as % of Sales went quiet said Q1 FY26 Promised: 28 to 29%, not a 30% Q1 FY27: Promise period has passed. No new information.
  • Semaglutide Pen Capacity revised down said Q1 FY26 Promised: 12 million pens in FY27 Q1 FY27: Due to an API impurity issue halting supply, the FY27 target is now revised down to 6-7 million pens, to be supplied in H2 FY27. This is a significant downward revision from the original 12 million pen target for FY27.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 14 tracked commitments for Dr. Reddy's Laboratories — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens