Denemek ALTIN - Özgür
Cautious Outlook for Dr. Reddy's
Financial Express Pune
|June 17, 2025
New Launches, Emerging Mkts To Fuel Growth
-
We hosted Dr. Reddy's Laboratories' management for investors' meetings in Mumbai last week. Here are key takeaways from the investors' interactions.
High contribution from gRevlimid Investor sentiment remains cautious due to the anticipated decline in gRevlimid contributions from FY26F onwards. As per the latest 20-F filings, global oncology generic sales rose to $1.02 billion in FY25 from $230 million in FY22—before the US launch of gRevlimid—indicating the drug's substantial role in this growth. Given its high profitability, any decline in gRevlimid sales could weigh heavily on margins. Although management did not disclose its exact contribution, they reiterated confidence in achieving the targeted 25% EBITDA margin over time. However, short-term volatility is expected during the transition from gRevlimid to newer growth drivers such as semaglutide.
Management identified four drivers to sustain growth and profitability post-gRevlimid:
Bu hikaye Financial Express Pune dergisinin June 17, 2025 baskısından alınmıştır.
Binlerce özenle seçilmiş premium hikayeye ve 9.000'den fazla dergi ve gazeteye erişmek için Magzter GOLD'a abone olun.
Zaten abone misiniz? Oturum aç
Financial Express Pune'den DAHA FAZLA HİKAYE
Financial Express Pune
India reaffirms support for 2-state solution in Palestine
INDIA ON FRIDAY reaffirmed its support for a two-state solution to the Palestine issue and said it had joined more than 100 countries and international organisations in a statement condemning Israel’s attempts to expand unlawful settlements in the West Bank.
1 mins
February 21, 2026
Financial Express Pune
AI is like a tsunami hitting labour market: IMF chief
IMF MANAGING DIRECTOR Kristalina Georgieva said on Friday that AI could lift global growth by 0.8% and help India achieve the Viksit Bharat goal, but posed significant risks of displacement of jobs and financial instability.
1 min
February 21, 2026
Financial Express Pune
'There will be fewer roles at the entry level'
LTIMindtree Chief Delivery Officer, Gururaj Deshpande believes the traditional pyramid structure of IT firms is likely to change into a diamond-like shape.
2 mins
February 21, 2026
Financial Express Pune
Pay more to feel more: Businesses up ‘premium’ game
Premium-within-premium new subscription model for many services
2 mins
February 21, 2026
Financial Express Pune
Core sector growth eases to 4% in Jan, hits 2-month low
THE GROWTH IN infrastructure sector industries slowed down to a two-month low of 4% in January, down from an upwardly revised 4.7% in December.
1 min
February 21, 2026
Financial Express Pune
US Supreme Court strikes down Trump tariffs
THE RULING STRIKES at the heart of Trump’s agenda, blunting an all-purpose cudgel he has enthusiastically wielded against trading partners.
2 mins
February 21, 2026
Financial Express Pune
Trade deal to be operational by Apr: Goyal
AS PART OF the trade deal, the US announced a reduction of additional tariffs on Indian imports to 18% from 50%.
1 min
February 21, 2026
Financial Express Pune
Low inflation anchors rate pause; growth seen robust
WITH DOMESTIC GROWTH remaining resilient and inflation expected to stay benign, Reserve Bank of India (RBI) Governor Sanjay Malhotra said the current policy rate remains appropriate, as reflected in the February minutes of the Monetary Policy Committee’s (MPC) meeting in February.
2 mins
February 21, 2026
Financial Express Pune
India enters Pax Silica; US says coalition bolstered
AS INDIA ON Friday joined the Pax Silica, a US-led strategic alliance focused on securing AI and tech supply chains, US Ambassador Sergio Gor said Secretary of State Marco Rubio will be visiting India “very soon, in a matter of months”.
1 min
February 21, 2026
Financial Express Pune
Trade deal with US to be operational by Apr: Goyal
INDIA'S TRADE AGREEMENT with the US is likely to become operational by April, Commerce and Industry Minister Piyush Goyal said on Friday.
1 min
February 21, 2026
Listen
Translate
Change font size