Dr. Reddy's Laboratories Ltd. · NSE:DRREDDY
Dr. Reddy's Laboratories — Q1 FY2027 Earnings Presentation
16 slides from Dr. Reddy's Laboratories's earnings presentation, Jul 22, 2026
Slide 1: Regulation 30 Intimation Cover Letter
Dr. Reddy's Laboratories Ltd. 8-2-337, Road No. 3, Banjara Hills Hyderabad – 500 034, Telangana, India CIN: L85195TG1984PLC004507 Tel: + 91 40 4900 2900 Fax: + 91 40 4900 2999 Email: mail@drreddys.com Web: www.drreddys.com July 22, 2026 National Stock Exchange of India Ltd. (Scrip Code: DRREDDY) BSE
Slide 2: Q1FY27 Results Update
Dr. Reddy’s Q1FY27 RESULTS UPDATE 22 JULY 2026 1 | September 2025 | Investor Presentation | As per consolidated financial statements under IFRS
Slide 3: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements and information that involve risks, uncertainties and assumptions. Forward-looking statements are all statements that concern plans, objectives, goals, strategies, future events or performance and underlying assumptions and
Slide 4: Q1FY27 Financial Highlights
Q1FY27 Financial Highlights Healthy double-digit base business^ growth; EBITDA Margin @15.4% before semaglutide related impact Reported Revenues FINANCIALS EXCLUDING ₹ 8,071 Cr SEMAGLUTIDE API RELATED IMPACT 6% YoY 7% QoQ 8,087 49.4% 15.4% 9.8% Financials excluding semaglutide Impact EBITDA | EBITDA
Slide 5: Q1FY27 Business Highlights
Q1FY27 Business Highlights Continued progress across strategic priorities • First-to-market launch in the US of anti-cancer drug, bosutinib 400mg, with a 180-day exclusivity. • Dr. Reddy’s becomes 1st company to launch generic semaglutide injection for Type 2 Diabetes in Canada • Launched generic se
Slide 6: Other Highlights
Q1FY27 Other Highlights ESG • Celebrated 25 years of NYSE listing, as the 1st and only Indian pharmaceutical company listed on the exchange. • Placed in the top 1% globally by FTSE Russell. • Ranked 165th globally among TIME–Statista World’s Most Sustainable Companies, 5th among Indian companies. OT
Slide 7: Revenue Split
Q1FY27 Revenue Split Double-digit base business growth across all geographies, aided by forex, offset by lower lenalidomide sales REVENUE BY SEGMENT GLOBAL GENERICS SPLIT North America Europe GLOBAL GENERICS ₹ 2,205 Cr ₹ 1,444 Cr 89% 35%YoY 26%QoQ 13%YoY 0.6%QoQ Overall 18% ₹ 8,071 Cr 27% 6% 7% YoY
Slide 8: Key Financial Metrics
Key Financial Metrics Sustaining growth & profitability, while investing for the future REVENUES GROSS MARGINS SG&A R&D EBITDA MARGINS (₹ Cr) (% of Revenues) (% of Revenues) (% of Revenues) (% of Revenues) Q1FY27 8,071 *Q1FY27 46.5% Q1FY27 35.7% Q1FY27 7.1% *Q1FY27 12.5% *Q4FY26 7,516 ^Q4FY26 44.8%
Slide 9: North America Performance
Q1FY27 North America Performance Double digit growth in base business, impacted by lower lenalidomide sales MARKET PERFORMANCE KEY UPDATES 27% 10.3% VS 2.1% • Double digit base business growth in Q1FY27, aided DRL Growth vs US Generics Market (Excl. Lenalidomide) *As per IQVIA MAT Jun’ 26 by new pro
Slide 10: Emerging Markets Performance
Q1FY27 Emerging Markets Performance Growth driven by new product launches across countries, supported by favourable forex KEY UPDATES 23% COUNTRIES PRESENT IN • Secured approval in South Africa for toripalimab, 48 after a successful launch in India and Australia NEW PRODUCT LAUNCHES • Partnered with
Slide 11: India Performance
Q1FY27 India Performance Consistent double-digit growth and IPM outperformance MARKET PERFORMANCE* KEY UPDATES 21% 14.6% VS 13.5% *DRL MQT Growth vs IPM (Jun’26) • Launched generic semaglutide tablets in India. IPM RANK • Launched nutrition offerings, Celevida GLP+, through our collaboration #9 #10
Slide 12: Europe Performance
Q1FY27 Europe Performance Generics launches and forex tailwinds, offset by pricing pressure and NRT operating model changes 18% KEY UPDATES EU COUNTRIES PRESENT IN • NRT revenues declined due to change in operating model post integration, 21 where rebates & discounts to distributors offered, versus
Slide 13: PSAI Performance
Q1FY27 PSAI Performance Margin impacted by semaglutide API related impact KEY UPDATES 11% GROSS MARGIN • PSAI revenues grew YoY growth due to momentum in CDMO business and favourable forex, offset by lower API volume uptake. 4.5% VS 13.2% Q1FY27 vs Q1FY26 Revenues • Excluding the semaglutide API rel
Slide 14: In Summary
In Summary A diversified business model with broad based levers Strengthen Core Businesses, build future growth drivers (Peptides, Biosimilars, Consumer Health, Innovative Assets) Advance key products (Semaglutide including resumption of supplies, Abatacept) Drive efficiencies through better operati
Slide 15: About Key Metrics and Non-GAAP Financial Measures
About Key Metrics and Non-GAAP Financial Measures This press presentation contains non-GAAP financial measures within the meaning of Regulation G and Item 10(e) of Regulation S-K. Such non- GAAP financial measures are measures of our historical performance, financial position or cash flows that are
Slide 16: Good Health Can't Wait.
Good Health Can’t Wait. 15 | September 2025 | Investor Presentation | As per consolidated financial statements under IFRS
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