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Dr Reddy's Q2 Profit Up 14% on Branded Strength as North America Falls 13%

Management cited pipeline progress as the next growth lever.

Overview

  • Consolidated profit after tax rose to Rs 1,437 crore and revenue reached Rs 8,805 crore for the quarter ended September 30.
  • Momentum in branded markets and steady Nicotine Replacement Therapy contributions helped offset lower US lenalidomide sales.
  • North America generics revenue declined 13% to Rs 3,241 crore due to price erosion and reduced lenalidomide volumes.
  • Europe revenue increased to Rs 1,376 crore, India grew 13% to Rs 1,578 crore, emerging markets rose 14% to Rs 1,655 crore, and PSAI advanced 12% to Rs 945 crore.
  • The stock closed 0.32% higher at Rs 1,284 on the BSE, and Sanjay Sharma was named CHRO effective December 1 following Archana Bhaskar's November 30 exit.