Dr Reddy Q1 FY27: Revenue falls 5.6%, PAT drops 69% on semaglutide provision

Revenue DeclineEbitda Margin CompressionExceptional ItemResults View source PDF Explain this filing

DRREDDY · price

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Price reactionminutes from the announcement price · days from the prior close

-0.9%Reaction day

₹1180.40

prior close

₹1101.00

announcement price

After-mkt

timing

Nifty 100market-0.5%-0.4% vs market

Pharmaceuticals peers, median of 164sector-0.7%-0.2% vs sector

On the reaction day the stock moved 0.4 pts less than Nifty 100 and 0.2 pts less than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+3.9

10m

+4.2

15m

+4.4

30m

+4.4

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-0.9-0.5-0.4-0.7-0.2

Next day

-2.3-0.9-1.4-0.8-1.5

-2.6+0.1-2.7-0.1-2.5

-3.9-0.1-3.8-0.7-3.1

-3.2+0.9-4.1+0.1-3.3

-3.1+1.2-4.3-0.6-2.5

-1.0+3.2-4.2-0.2-0.8

15d

+2.2+2.0+0.2+2.4-0.2

+0.8+1.2-0.4+1.0-0.2

+2.9-1.8+4.7+4.0-1.1

+4.2-6.4+10.6-5.5+9.7

UpDownMarket · Nifty 100Sector · Pharmaceuticals peers, median of 164Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Dr Reddy Q1FY27 revenue fell 5.6% YoY to Rs 80,705M, up 7.4% QoQ. PAT attributable to equity holders dropped 69% YoY to Rs 4,435M (EPS Rs 5.32 vs Rs 17.04). North America revenues plunged 35% on lower Lenalidomide sales. A Rs 2,397M provision for semaglutide API issue cut margins by about 3%. EBITDA margin compressed to 12.5% from 26.7%. Emerging Markets grew 31%, India 17%, Europe 13%. Net cash surplus Rs 30,568M.

Likely market impact

Weak Q1 hit by Lenalidomide decline and Rs 2,397M semaglutide provision; underlying base business grew double-digits.