Divi's Laboratories Limited has informed the Exchange about Transcript
DIVISLAB · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Divi's Labs reported Q4 FY26 total income of ₹2,986 crores with PAT of ₹751 crores, and full year FY26 total income of ₹11,067 crores with PAT of ₹2,568 crores. The company achieved 6.82% constant currency growth with product mix at 45% generics and 55% custom synthesis. Management flagged near-term supply chain challenges from West Asia geopolitical tensions affecting freight rates and raw material availability, though no production stoppages occurred. They expect freight cost pressures to continue in the near term. On margins, management declined to give specific guidance but stated margins would remain stable, not providing figure. They guided for double-digit revenue growth. Capex for the year was ₹2,500 crores with CWIP at ₹2,113 crores. The company is advancing peptide capabilities with several fragments validated and multiple customers across therapeutic categories.
The company maintained revenue growth but faces margin pressure from raw material cost increases and geopolitical disruptions. Management's refusal to commit to specific margin guidance suggests near-term uncertainty, though strong cash position of ₹3,414 crores provides cushion. Double-digit revenue growth guidance indicates continued confidence in business expansion.