财务数据和关键指标变化 - 公司2024财年全年收入达到33.5亿美元,同比增长14% [14][15] - 2024财年毛利率为58.6%,同比提升193个基点 [16][17] - 2024财年EBITDA为9.96亿美元,同比增长14%,EBITDA利润率为29.7% [22][23] - 2024财年净利润为6.68亿美元,同比增长24% [25] 各条业务线数据和关键指标变化 - 美国业务2024财年收入达15.06亿美元,同比增长24% [43][44] - 欧洲业务2024财年收入2.28亿美元,同比增长9% [46][47] - 新兴市场业务2024财年收入48.64亿卢比,同比增长7% [47][48] - 印度业务2024财年收入46.41亿卢比,同比下降5% [49][50] - 制药服务与活性药物成分(PSAI)业务2024财年毛利率为23.2% [17] 各个市场数据和关键指标变化 - 俄罗斯业务2024财年收入同比增长16% [48] - 印度业务2024财年收入同比增长5.5%,公司在印度IPM排名第11位 [49][50] 公司战略和发展方向及行业竞争 - 公司未来将继续专注于核心业务,同时投资和建设未来增长动力,包括消费者健康、数字治疗和获取创新药物等领域 [30][31][32] - 公司与雀巢合资成立合资公司,进军印度营养保健品市场 [34] - 公司与多家制药公司建立战略合作,引进新产品进入印度市场 [34][35][36] - 公司在数字治疗领域推出了针对偏头痛和肠易激综合征的产品 [37][38] 管理层对经营环境和未来前景的评论 - 公司管理层表示,公司将继续专注于核心业务的卓越执行,同时投资和建设未来增长动力 [11][12] - 管理层认为,公司在商业实力、治理、ESG和人才实践等方面处于领先地位,为未来发展奠定了基础 [42] 其他重要信息 - 公司2024财年研发投入占销售收入的8.2%,未来1-2年将维持在8.5%-9%的水平 [20][21][51] - 公司2024财年资本开支为1.92亿美元,主要用于产能扩张、合规性投入和数字化等 [26][27] - 公司2024财年末现金净余额为7.75亿美元 [27] 问答环节重要的提问和回答 问题1 **Neha Manpuria提问** 询问公司与雀巢合资的时间安排和对公司业绩的贡献 [59][60][61][62] **Erez Israeli回答** 合资公司在未来3年内将主要进行产品注册和品牌建设,预计在2027财年后才会对公司业绩产生贡献 [60][61][62] 问题2 **Kunal Dhamesha提问** 询问公司美国业务的价格下降情况 [67][68][69][70][71] **Erez Israeli回答** 公司在部分主要产品面临价格下降压力,但通过其他产品的增长进行了部分抵消 [68][69][70] 问题3 **Saion Mukherjee提问** 询问公司未来1-2年的研发投入情况及重点领域 [78][79] **Erez Israeli回答** 公司未来1-2年研发投入占销售收入比例将维持在8.5%-9%左右,其中20%用于生物类似药,60%用于小分子仿制药,其余用于API及其他业务 [79]

Dr Reddy's Laboratories Ltd. (NYSE:RDY) Q3 2024 Earnings Conference Call January 30, 2024 10:00 AM ET Company Participants Richa Periwal - IR Parag Agarwal - CFO Erez Israeli - CEO Conference Call Participants Mikaela Franceschina - Barclays Kunal Dhamesha - Macquarie Tushar Manudhane - Motilal Oswal Financial Services Neha Manpuria - Bank of America Damayanti Kerai - HSBC Securities and Capital Markets India Private Limited Surya Patra - Phillip Capital India Private Limited. Bino P - Ilara Capital Shyam S ...

Dr Reddy’s Laboratories Ltd (NYSE:RDY) Q2 2024 Earnings Conference Call October 27, 2023 10:00 AM ET Company Participants Richa Periwal - IR Parag Agarwal - CFO Erez Israeli - CEO Conference Call Participants Mikaela Franceschina - Barclays Bank Kunal Dhamesha - Macquarie Research Neha Manpuria – Bank of America Merrill Lynch Gagan Thareja - ASK Investment Managers Aman Vij - Astute Investment Management Damayanti Kerai - HSBC Surya Patra - PhillipCapital Saion Mukherjee - Nomura Securities Tushar Manudhane ...

Press Release CONTACT DR. REDDY'S LABORATORIES LTD. INVESTOR RELATIONS MEDIA RELATIONS 8-2-337, Road No. 3, Banjara Hills, Hyderabad - 500034. Telangana, India. RICHA PERIWAL USHA IYER richaperiwal@drreddys.com ushaiyer@drreddys.com Dr. Reddy’s Q1 FY24 Financial Results Hyderabad, India, July 26, 2023: Dr. Reddy’s Laboratories Ltd. (BSE: 500124 | NSE: DRREDDY | NYSE: RDY | NSEIFSC: DRREDDY) today announced its consolidated financial results for the quarter ended June 30, 2023. The information mentioned in t ...

Dr Reddy's Laboratories Ltd (NYSE:RDY) Q1 2024 Earnings Conference Call July 26, 2023 10:00 AM ET Company Participants Richa Periwal - IR Erez Israeli - CEO Parag Agarwal - CFO Conference Call Participants Kunal Dhamesha - Macquarie Research Damayanti Kerai - HSBC Surya Patra – Phillip Capital India Private Limited Neha Manpuria - Bank of America Merrill Lynch Cyndrella Carvalho - JM Financial Tushar Manudhane - Motilal Oswal Financial Services Shyam Srinivasan - Goldman Sachs Sayon Mukherjee - Nomura Binop ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (cid:0) REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR (cid:0) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended March 31, 2023 OR (cid:0) TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR (cid:0) SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ...

Exhibit 99.1 Dr. Reddy’s Laboratories Ltd. 8-2-337, Road No. 3, Banjara Hills, Hyderabad - 500 034, Telangana, India. CIN : L85195TG1984PLC004507 Tel : +91 40 4900 2900 Fax : +91 40 4900 2999 Email : mail@drreddys.com www.drreddys.com June 12, 2023 National Stock Exchange of India Ltd. (Scrip Code: DRREDDY-EQ) BSE Limited (Scrip Code: 500124) Dear Sirs, Sub: Intimation under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Sche ...

Dr Reddy's Laboratories Ltd (NYSE:RDY) Q4 2023 Earnings Conference Call May 10, 2023 10:00 AM ET Company Participants Richa Periwal - IR Gunupati Prasad - Co-Chairman Parag Agarwal - CFO Erez Israeli - CEO Conference Call Participants Balaji Prasad - Barclays Bank Surya Patra - PhillipCapital Damayanti Kerai - HSBC Cyndrella Carvalho - JM Financial Ankush Mahajan - Axis Securities Nitin Agarwal - DAM Capital Advisors Madhav Marda - FI Industries Tushar Manudhane - Motilal Oswal Financial Services Kunal Dham ...

Dr. Reddy's Laboratories Limited (NYSE:RDY) Q3 2023 Earnings Conference Call January 25, 2023 8:30 AM ET Company Participants Richa Periwal - IR Parag Agarwal - CFO Erez Israeli - CEO Amit Agarwal - Head, IR & Director, Finance Conference Call Participants Kunal Dhamesha - Macquarie Group Damayanti Kerai - HSBC Surya Patra - Philip Capital Prakash Agarwal - Axis Capital Sameer Baisiwala - Morgan Stanley Prashant Nair - Ambit Capital Saion Mukherjee - Nomura Rahul Singh - IIFL Securities Shyam Srinivasan - G ...

Dr.Reddy's Financial Results Q3 FY23 Jan 25th, 2023 1 | January 25 | Q3 FY23 Press Meet th, 2023 | As per consolidated financial statements under IFRS Safe Harbor Statement This presentation contains forward-looking statements and information that involve risks, uncertainties and assumptions. Forward-looking statements are all statements that concern plans, objectives, goals, strategies, future events or performance and underlying assumptions and other statements that are other than statements of historical ...