Company profile / DRREDDY

Dr. Reddy's Laboratories

Other · 12 quarters tracked · source-linked performance and management context.

Research layer active
WatchCredibility 0/100Latest record q4-fy26

Latest revenue

₹7,546 Cr

verified financial record

Quarters tracked

12

source records in the directory

Delivery assessment

0

Across 11 tracked commitments: 0 delivered, 11 missed.

Call date

2026-04-??

latest available source date

Signal trajectory

12 actual quarters
EBITDA (₹ Cr)PositiveWatchNegative
12 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q1 FY24: 2,137 · Positive source sentiment · 2023-07-26Q1 FY24Q2 FY24: 2,181 · Positive source sentiment · 2023-10-25Q2 FY24Q3 FY24: 2,111 · Positive source sentiment · 2024-01-24Q3 FY24Q4 FY24: 1,872 · Positive source sentiment · 2024-05-08Q4 FY24Q1 FY25: 2,160 · Positive source sentiment · 2024-07-24Q1 FY25Q2 FY25: 2,280 · Positive source sentiment · 2024-10-23Q2 FY25Q3 FY25: 2,298 · Watch source sentiment · 2025-01-22Q3 FY25Q4 FY25: 2,475 · Positive source sentiment · 2025-04-30Q4 FY25Q1 FY26: 2,278 · Watch source sentiment · 2025-07-30Q1 FY26Q2 FY26: 2,351 · Watch source sentiment · 2025-10-28Q2 FY26Q3 FY26: 2,049 · Watch source sentiment · 2026-01-23Q3 FY26Q4 FY26: 1,554 · Watch source sentiment · 2026-04-??Q4 FY262,4751,554
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

0/100

Across 11 tracked commitments: 0 delivered, 11 missed.

Latest source read

What changed this quarter?

Open quarter read

Dr. Reddy's Q4 FY26 revenue (ex-SSA) was INR 7,969 crore, down 6% YoY, dragged by a INR 453 crore lenalidomide shelf-stock adjustment. EBITDA margin of 19.5% (adjusted) missed the 25% aspirational target, impacted by lower gross margins (48%) and higher SG&A. The base business (ex-lenalidomide) grew double-digits. Management expects FY27 gross margins above 50% and EBITDA margins near 25% as semaglutide launches ramp up. Key risks include delayed semaglutide approvals (Brazil) and competitive pricing erosion in U.S. generics.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Watch

Revenue

₹7,546 Cr

Source date

2026-04-??

Across the record

Quarter history.

12 source records

History modules

Follow the numbers and themes.