Dr. Reddy's Laboratories

RDY

Market cap $11.7B

Dr. Reddy's Laboratories remains a compelling buy due to underappreciated growth in biosimilars and GLP-1 segments, despite near-term headwinds. RDY's Q2 FY26 results showed modest revenue growth, with North America lagging but Europe and emerging markets offsetting declines through acquisitions and new launches. Key growth drivers include upcoming biosimilar Abatacept and generic GLP-1 drugs, with launches expected to boost earnings beyond FY27 as Revlimid headwinds subside.

RDY posts a Q2 earnings and revenue beat as global generics drive growth, while new launches and biosimilar advances shape its pipeline.

Dr. Reddy's Laboratories Limited (NYSE:RDY ) Q2 2026 Earnings Call October 24, 2025 10:00 AM EDT Company Participants Richa Periwal - Head of Investor Relations and Analytics Mannam Venkatanarasimham - CFO & Member of the Management Council Erez Israeli - CEO & Member of the Management Council Conference Call Participants Neha Manpuria - BofA Securities, Research Division Damayanti Kerai - HSBC Global Investment Research Bino Pathiparampil - Elara Securities (India) Private Limited, Research Division Saion Mukherjee - Nomura Securities Co. Ltd., Research Division Madhav Marda - Fidelity Investments Kunal Dhamesha - Macquarie Research Tushar Manudhane - Motilal Oswal Securities Limited, Research Division Kunal Randeria - Axis Capital Limited, Research Division Vivek Agrawal - Citigroup Inc., Research Division Harith Mohammed - Spark Institutional Equities Private Limited, Research Division Sumit Gupta - Centrum Broking Limited, Research Division Presentation Operator Good day, and welcome our quarter 2 fiscal year 2026 [indiscernible] Limited.

While AI hype reigns on Wall Street, the healthcare sector is still far from the peaks it reached during the COVID-19 pandemic. And what's more important, many of the biotech stocks remain outside of Mr. Market's interest zone. Since the exclusivity of key blockbusters of 'giants', including Merck and Pfizer, expires in the next 4 years, there is an urgent need to continue rejuvenating their portfolios of drugs.

Extrovis AG Bahnhof Park 46340, Baar, Switzerland Media Relations Contact Madhu Marur madhu.marur@extrovis.com                                          Press Release Extrovis AG and Dr. Reddy's announce the launch of the authorized generic of CARAC (fluorouracil cream), 0.5% in the U.S. Baar, Switzerland; August 14, 2025 Extrovis AG, a global pharmaceutical company focused on research-driven innovation, and Dr. Reddy's Laboratories Ltd. (BSE: 500124, NSE: DRREDDY, NYSE: RDY, NSEIFSC: DRREDDY, along with its subsidiaries together referred to as "Dr. Reddy's"), today announced the launch of Fluorouracil Cream, 0.5%, an authorized generic and therapeutic equivalent of Carac® (fluorouracil cream) 0.5%, in the US market, approved by the U.S. Food and Drug Administration (USFDA).

RDY reports encouraging first-quarter fiscal 2026 results, wherein both earnings and revenues beat estimates, driven by higher global generic sales.

Dr. Reddy's Laboratories Limited (NYSE:RDY ) Q1 2026 Earnings Conference Call July 23, 2025 10:00 AM ET Company Participants Erez Israeli - CEO & Member of the Management Council Mannam Venkatanarasimham - CFO & Member of the Management Council Richa Periwal - Head of Investor Relations and Analytics Conference Call Participants Abdulkader Puranwala - ICICI Securities Limited, Research Division Aman Vij - Unidentified Company Amey Chalke - JM Financial Institutional Securities Limited, Research Division Bino Joseph Pathiparampil - Elara Securities (India) Private Limited, Research Division Damayanti Kerai - HSBC Global Investment Research Foram Prashant Parekh - BOB Capital Markets Limited, Research Division Harith Mohammed Ahamed - Spark Institutional Equities Private Limited, Research Division Kunal Dhamesha - Macquarie Research Madhav Marda - Unidentified Company Fidelity Investments - Unidentified Company Neha Manpuria - BofA Securities, Research Division Saion Mukherjee - Nomura Securities Co. Ltd., Research Division Shashank Krishnakumar - Emkay Global Financial Services Ltd.

HYDERABAD, India--(BUSINESS WIRE)---- $RDY #ConsolidatedFinancialResults--Dr. Reddy's Laboratories Ltd. today announced its consolidated financial results for the quarter ended June 30, 2025.

Dr Reddy's Laboratories plans to launch a cheaper copycat version of Novo Nordisk's blockbuster weight-loss drug Wegovy in 87 countries next year, the Indian drugmaker's CEO, Erez Israeli, said on Wednesday.

ACHC, CNL and RDY have been added to the Zacks Rank #5 (Strong Sell) List on July 18, 2025.