PREVIEW-'Challenging Q4' for Indian pharma firm Dr Reddy's, analysts say

ReutersMay 12, 2026 5:06 AM

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Shares of Dr Reddy's Laboratories REDY.NS decline 0.4% to 1,274 rupees; quarterly earnings due later in the day

Nifty Pharma .NIPHARM index down 0.4%

Analysts, on average, expect profit to fall nearly 42% to 9.25 billion rupees, as per data compiled by LSEG

HSBC anticipates the quarter to have been challenging, with U.S. sales and operating margins expected to reset following the expiry of generic Revlimid benefits

Brokerage notes investors will likely seek clarity on future growth drivers, particularly regarding semaglutide approval in Canada

Jefferies expects Q4 performance to be pressured by sequential decline in U.S. sales, marking the first full quarter after gRevlimid's loss of exclusivity in the U.S.

Forecasts steepest North America sales drop for Dr Reddy's at approximately 22% Q/Q in USD terms, likely driving EBITDA margin compression

Stock rated as "hold" on average by 38 analysts; median PT at 1,300 rupees as per data compiled by LSEG

YTD, stock up 0.6% vs Nifty Pharma up 5.9%

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