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Dr. Reddy's Laboratories Ltd (RDY)
NYSE:RDY
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Dr Reddy's Laboratories (RDY) Price & Analysis

453 Followers

RDY Stock Chart & Stats

$13.99
$0.11(0.67%)
At close: 4:00 PM EST
$13.99
$0.11(0.67%)

Bulls Say, Bears Say

Bulls Say
Product Pipeline & LaunchesSemaglutide approvals (Canada, India) plus planned ~12M-pen rollout and an accepted abatacept BLA create durable, higher-margin specialty and biosimilar revenue streams. These differentiated launches diversify away from plain generics, support long-term revenue mix improvement and first-mover advantage in key markets.
Cash Generation & LiquidityA strong FCF rebound and a reported net cash surplus provide multi-month financial flexibility to fund capex, R&D and launches. While conversion has varied year-to-year, improved OCF and positive FCF reduce refinancing risk and support execution of specialty product rollouts over the next 2–6 months.
Governance & Regulatory Overhang ReducedClosure of major anti‑corruption inquiries and recent governance upgrades (auditor rotation, board additions, tighter disclosure protocols) materially lower legal and compliance overhang. This reduces execution risk on launches and partnerships and improves predictability of regulatory interactions over coming quarters.
Bears Say
Margin ErosionSustained margin compression reflects price erosion in unbranded generics and product mix shifts; lower margins mean less internal cash to fund R&D and capex and reduce ROE. If pricing pressure persists, structural profitability and capacity to invest in specialty launches could be impaired across the medium term.
Rising Leverage & Working CapitalA notable jump in total debt and elevated operating working capital tie up liquidity and increase financial leverage. That reduces cushion against cyclical generics shocks and limits optionality for opportunistic M&A or higher capex, making the company more sensitive to cash‑flow volatility over the coming months.
Concentration & Pricing Risk In North AmericaDependence on a few high-value products (lenalidomide) left revenue exposed to customer-driven shocks and SSA adjustments. Combined with structural price erosion in generics and PSAI volume declines, U.S. concentration and pricing dynamics create recurring volatility in margins and top-line sustainability.

Dr Reddy's Laboratories News

RDY FAQ

What was Dr. Reddy's Laboratories Ltd’s price range in the past 12 months?
Dr. Reddy's Laboratories Ltd lowest stock price was $12.19 and its highest was $15.96 in the past 12 months.
    What is Dr. Reddy's Laboratories Ltd’s market cap?
    Dr. Reddy's Laboratories Ltd’s market cap is $11.18B.
      When is Dr. Reddy's Laboratories Ltd’s upcoming earnings report date?
      Dr. Reddy's Laboratories Ltd’s upcoming earnings report date is Jul 29, 2026 which is in 46 days.
        How were Dr. Reddy's Laboratories Ltd’s earnings last quarter?
        Dr. Reddy's Laboratories Ltd released its earnings results on May 12, 2026. The company reported $0.028 earnings per share for the quarter, missing the consensus estimate of $0.119 by -$0.091.
          Is Dr. Reddy's Laboratories Ltd overvalued?
          According to Wall Street analysts Dr. Reddy's Laboratories Ltd’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Dr. Reddy's Laboratories Ltd pay dividends?
            Dr. Reddy's Laboratories Ltd pays a Annually dividend of $0.064 which represents an annual dividend yield of 0.64%. See more information on Dr. Reddy's Laboratories Ltd dividends here
              What is Dr. Reddy's Laboratories Ltd’s EPS estimate?
              Dr. Reddy's Laboratories Ltd’s EPS estimate is 0.1.
                How many shares outstanding does Dr. Reddy's Laboratories Ltd have?
                Dr. Reddy's Laboratories Ltd has 834,617,900 shares outstanding.
                  What happened to Dr. Reddy's Laboratories Ltd’s price movement after its last earnings report?
                  Dr. Reddy's Laboratories Ltd reported an EPS of $0.028 in its last earnings report, missing expectations of $0.119. Following the earnings report the stock price went down -5.175%.
                    Which hedge fund is a major shareholder of Dr. Reddy's Laboratories Ltd?
                    Currently, no hedge funds are holding shares in RDY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Dr. Reddy's Laboratories Ltd

                      Dr. Reddy's Laboratories Limited, alongside its associated companies, functions as a holistic pharmaceutical entity with a global footprint. Its business operations are divided into several key divisions. The Global Generics segment is responsible for the manufacturing and sale of both prescription and over-the-counter finished pharmaceutical products. These offerings are available either under a proprietary brand or as generic formulations that are therapeutically identical to their branded equivalents. This segment also includes the company's biologics ventures. The Pharmaceutical Services and Active Ingredients (PSAI) division focuses on producing and distributing active pharmaceutical ingredients (APIs) and chemical intermediates, which serve as crucial building blocks for final drug products. Additionally, PSAI provides contract research services and produces custom-specified APIs and steroids for clients. The Proprietary Products segment is dedicated to the research and advancement of unique pharmaceutical formulations. The Others segment is actively involved in developing treatments, primarily for oncology (cancer) and inflammatory conditions. Dr. Reddy's addresses a broad spectrum of therapeutic areas, including gastrointestinal issues, cardiovascular health, diabetes, dermatological concerns, cancer, respiratory diseases, oral health, urological disorders, and nephrological conditions. The company has also established a partnership with Curis, Inc., centered on the discovery, development, and commercialization of small molecule antagonists designed for immuno-oncology and precision oncology targets. Founded in 1984, Dr. Reddy's Laboratories Limited maintains its principal office in Hyderabad, India.

                      Dr Reddy's Laboratories (RDY) Earnings & Revenues

                      RDY Company Deck

                      RDY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      Balanced. The call highlighted several strategic achievements — record annual revenues, robust product launch and filing cadence, first-to-market semaglutide approval in Canada, abatacept BLA acceptance, completed NRT integration, and strong sustainability recognition. However, Q4 was materially affected by one-off charges (notably a large shelf-stock adjustment and impairments), significant margin pressure (Q4 gross margin down ~760 bps YoY), a sharp quarterly EBITDA decline (-37% YoY), and North America revenue weakness tied to loss of lenalidomide. Management emphasized that many negatives are one-offs or timing/regulatory related and reiterated confidence in base business growth, margin recovery (>50% gross margin target) and semaglutide/abatacept-driven upside, but near-term profitability and working capital remain areas of concern.View all RDY earnings summaries

                      RDY Stock 12 Month Forecast

                      Average Price Target

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                      Ownership Overview

                      1.08%3.51%93.96%
                      Insiders
                      3.51% Other Institutional Investors
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