Divi’s Laboratories (DIVISLAB) Q4 25/26 earnings summary

Executive summary

• Q4 and FY26 saw stable generics volumes, strong custom synthesis engagement, and continued investment in peptide capabilities.

• Operations adapted to global supply chain disruptions, maintaining production and supply reliability.

• No revenue loss reported due to logistics issues in Q4.

• Consolidated total income for FY 2025-26 reached ₹11,067 crore, up from ₹9,712 crore year-over-year.

• Consolidated profit after tax (PAT) for FY 2025-26 was ₹2,568 crore, compared to ₹2,191 crore in the previous year.

Financial highlights

• Q4 consolidated total income: INR 2,986 crores; profit before tax: INR 963 crores; profit after tax: INR 751 crores.

• FY26 consolidated total income: INR 11,067 crores (up from INR 9,712 crores YoY); profit before tax: INR 3,388 crores; profit after tax: INR 2,568 crores.

• Forex gain for FY26: INR 211 crores (vs INR 48 crores YoY).

• Material consumption: 38.8% of sales revenue (down from 39.8% YoY).

• Nutraceutical revenue: INR 946 crores (up from INR 781 crores YoY).

Outlook and guidance

• Double-digit revenue growth targeted for FY27.

• Margin outlook expected to remain stable despite cost pressures; no specific margin guidance provided.

• Freight and raw material cost pressures expected to persist in the near term.

• The company continues to monitor regulatory changes, particularly the implementation of new labour codes, and will adjust financial reporting as needed.