Dr Reddy's Q3 revenue up 4.4% YoY, profit falls 14% on margin compression
DRREDDY · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 4.8 pts more than Nifty 100 and 4.2 pts more than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
Dr. Reddy's Q3FY26 consolidated revenue rose 4.4% YoY to Rs 87,268 million but PAT fell 14% YoY to Rs 12,098 million. 9MFY26 revenue up 8.4% YoY at Rs 260,771 million; PAT flat at Rs 40,649 million. EBITDA margin compressed to 23.5% in Q3 from 27.5% YoY. North America declined 12% YoY on lower Lenalidomide sales. Europe grew 20%, India 19%, Emerging Markets 32% in Q3.
Mixed quarter: revenue growth intact but sharp margin compression and profit decline on Lenalidomide weakness and one-off Labour Code provision may pressure the stock near term.