DRREDDYNSEDr. Reddy's Laboratories Limited· PharmaceuticalsHighPositive
Announced Tue, 12 May · 16:46 IST

Dr. Reddy's Laboratories Limited has informed the Exchange that Board of Directors at its meeting held on May 12, 2026, recommended Final Dividend of Rs. 8 per equity share.

Pat NegativeEbitda Margin CompressionExceptional ItemAuditor Mid Year ChangeResults View source PDF

DRREDDY · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+2.7%1-day move
₹1267.50
prior close
₹1245.60
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.0+1.5+1.7+2.1+2.7+6.0+5.0+5.2+4.2+3.4+0.1+0.9-2.4
Up moveDown movePending
AI summary

Dr. Reddy's reported FY26 revenues of Rs. 335.9 billion, up 3.2% YoY, but profit after tax fell 24% to Rs. 42.9 billion. Q4 was severely impacted by a Rs. 4.53 billion Shelf Stock Adjustment for Lenalidomide, Rs. 1.29 billion impairment from discontinuing CAR-T programs, Rs. 914 million impairment from discontinued Eftilagimod Alfa trial, Rs. 1.14 billion VAT provision, and Rs. 1.17 billion new Labour Codes provision. Gross margin compressed to 52.8% (vs 58.5% last year) and EBITDA margin fell to 22.8% (vs 28.3%). The board recommended a final dividend of Rs. 8 per share. The company also changed its statutory auditor from S.R. Batliboi to Deloitte Haskins & Sells, and appointed two new independent directors.

Likely market impact

The stock may face pressure due to significant profit decline, margin compression, and multiple one-off charges in Q4. However, the dividend signals management confidence, and excluding one-offs, underlying business showed resilience with 3.2% revenue growth. The North America segment was the main drag, while Emerging Markets and India grew strongly.