DRREDDY / Q2-FY26 / risks

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Dr. Reddy's Laboratories · Material risks, their source context, and severity in the latest available quarter.

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WatchQ2-FY26 · 2025-10-28Back to quarter ↗

Risk intelligence

Material risks this quarter

US FDA delays on biosimilar approvals

Rituximab BLA received a CRL; abatacept and semaglutide approvals face regulatory uncertainty.

high

Revlimid revenue decline

Revlimid sales are declining faster than expected, with Q3 likely the last quarter of meaningful contribution.

high

Semaglutide Canada pricing and competition

Multiple filers and potential compounding pharmacy entry could lead to aggressive pricing and lower margins.

medium

Patent litigation outcome in India for semaglutide

Awaiting Delhi High Court decision; adverse ruling could delay India launch and impact export plans.

medium