DRREDDYNSEDr. Reddy's Laboratories Limited· Pharmaceuticals & BiotechnologyHighPositive
Announced Tue, 12 May, 2026 · 16:52 IST

Dr. Reddy's Laboratories Limited has informed the Exchange that Record date for the purpose of Final Dividend is 10-Jul-2026.

Pat NegativeRevenue DeclineResults View source PDFExplain this filing

DRREDDY · price

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

Price reactionminutes from the announcement price · days from the prior close
+0.2%Reaction day
₹1267.50
prior close
₹1245.60
announcement price
After-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.3%-0.1% vs market
Pharmaceuticals peers, median of 162sector+0.0%+0.2% vs sector

On the reaction day the stock moved 0.1 pts less than Nifty 100 and 0.2 pts more 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
5m
+1.0
10m
+1.5
15m
+1.7
30m
+2.1
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
+0.2+0.3-0.1+0.0+0.2
Next day
+2.7+1.4+1.2+0.4+2.2
2d
+6.0+1.1+4.9+0.0+6.0
3d
+5.0+1.0+4.0-0.6+5.6
4d
+5.2+0.9+4.3-0.1+5.3
5d
+4.2+1.2+3.0+0.9+3.4
1w
+3.4+1.5+1.8+0.7+2.7
15d
+0.1+0.5-0.4+1.1-1.0
1m
+0.9+2.5-1.6+2.6-1.7
2m
-2.4+3.9-6.3+6.8-9.3
3m
-4.8+5.2-10.0+9.2-14.0
UpDownMarket · Nifty 100Sector · Pharmaceuticals peers, median of 162Pending

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

AI summary

Dr. Reddy's reported FY26 consolidated revenues of ₹335.9 billion, up 3.2% YoY to ₹325.5 billion. However, profit after tax fell 25% to ₹42.9 billion from ₹57.2 billion, with Q4FY26 severely impacted by a one-time Shelf Stock Adjustment of ₹4.5 billion for Lenalidomide, impairments from discontinued CAR-T programs (₹1.35 billion), and impairment of Eftilagimod Alfa (₹0.91 billion), all in the Global Generics segment. Q4 PAT was only ₹2.2 billion vs ₹15.9 billion in Q4FY25. EBITDA margin compressed to 22.8% from 28.3% in FY25. The Board recommended a final dividend of ₹8 per share (record date July 10, 2026), approved a new statutory auditor (Deloitte Haskins & Sells, LLP), appointed two new Independent Directors, and elevated Sandeep Khandelwal to Senior Management. The SEC and DOJ closed their FCPA investigation with no enforcement action.

Likely market impact

The sharp PAT decline and margin compression reflect multiple one-off hits; however, excluding these, underlying business showed resilience in emerging markets and India. The clean audit opinion and resolution of regulatory investigations are positives. Dividend signals continued shareholder returns despite a challenging year.