Dr. Reddy's Laboratories

RDY

Market cap $10.8B

Generic drugmakers face pricing pressure, but companies like TEVA, SDZNY and RDY are betting on complex generics and biosimilars to protect growth.

HYDERABAD, India--(BUSINESS WIRE)---- $RDY #Abatacept--Dr. Reddy's announces USFDA acceptance to review its Biologics License Application (BLA) for proposed interchangeable biosimilar, Abatacept.

RDY posts flat Q3 earnings, while revenues miss estimates as global generics growth lagged, pressured by weaker North America sales.

Dr. Reddy's Laboratories Limited (RDY) Q3 2026 Earnings Call Transcript

HYDERABAD, India & PRINCETON, N.J.--(BUSINESS WIRE)---- $RDY #Antihistamineeyedrop--Dr. Reddy's launched Olopatadine Hydrochloride Ophthalmic Solution USP 0.7% (OTC), a generic equivalent of Extra-Strength Pataday® Once Daily Relief.

Generic drugmakers face U.S. pricing pressure, but TEVA, SDZNY and RDY gain momentum through complex generics and biosimilars.

BANGALORE, India--(BUSINESS WIRE)-- #AurigeneOncology--Aurigene Oncology Limited Announces Encouraging Initial Data From 1st Two Cohorts of Phase 1 Study of AUR112.

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.