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Dr. Reddy’s Laboratories (DRREDDY) investor relations material
Dr. Reddy’s Laboratories Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary24 Oct, 2025
Executive summary
Q2FY26 revenue grew 9.8% year-over-year and 3% sequentially, reaching ₹88.1 billion, with broad-based growth across markets except North America, which faced price erosion and lower Lenalidomide sales.
Profit after tax attributable to equity holders was ₹14.4 billion, up 14% year-over-year and 1% sequentially.
Strategic acquisitions, including the NRT and Stugeron portfolios, and new product launches in India, APAC, and EMEA supported growth.
Continued focus on innovation, biosimilars, and consumer healthcare, with key regulatory progress in multiple regions.
ESG achievements included maintaining MSCI ESG rating 'A', improved Sustainalytics risk rating, and LEED Platinum certification for Srikakulam facility.
Financial highlights
Consolidated revenue for Q2FY26 was ₹88.1 billion (₹8,805 crore), up 9.8% year-over-year and 3% sequentially.
EBITDA was ₹23.5 billion (₹2,351 crore), with a margin of 26.7%, up 3% year-over-year and sequentially.
Gross margin was 54.7%, down 492 bps year-over-year, mainly due to lower Lenalidomide sales and price erosion in North America.
Diluted EPS for Q2FY26 was ₹17.25.
Net cash surplus as of September 30, 2025, was ₹27.5 billion (₹2,751 crore).
Outlook and guidance
Management is focused on strengthening core businesses, advancing pipeline assets, and driving operational efficiencies.
Confident in maintaining double-digit growth in ex-US markets over the next 1-2 years, supported by new launches and innovation.
Commitment to restoring EBITDA margins to 25%+ in the next two years, with growth levers including semaglutide, abatacept, and business development.
Emphasis on augmenting organic growth with M&A and in-licensing, and maintaining quality, compliance, and sustainability.
Update on FCPA investigation liabilities?
Address North America Generics price erosion.
R&D focus post-Abatacept funding completion?
US generics growth drivers post-lenalidomide
Biosimilar regulatory risk mitigation
What levers will restore 25% EBITDA margin?
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Next Dr. Reddy’s Laboratories earnings date
Q3 25/2622 Jan, 2026
Next Dr. Reddy’s Laboratories earnings date
Q3 25/2622 Jan, 2026
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Frequently asked questions
Dr. Reddy’s Laboratories, an integrated pharmaceutical company worldwide, discovers, develops, manufactures and markets innovative branded generic pharmaceuticals and formulations in specialty areas primarily neurology and psychiatry. The company also markets and distributes products, including pharmaceutical intermediates and active pharmaceutical ingredients (APIs); animal health-related products; nutraceuticals/food supplements; and chemicals. The company offers a range of products comprising of tablets, capsules, fine granules, liquids and injectable pharmaceuticals, transdermal patches, ointments, creams, sprays and others. It markets its products through wholesalers and distributors to pharmacies, pharmacists and hospitals; chain drug stores; mass market retailers; e-commerce websites; government institutions; missionary organizations; etc.
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