Dr Reddy’s Labs - US/India Drive Earnings Growth
Motilal Oswal's research report onDr Reddy’s Labs Dr.Reddy’s Lab (DRRD) delivered 4QFY24 revenue in line with our estimate.
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Dr Reddy’s Laboratories Ltd - GRevlimid Revenue Topped Out
The US business reported sales of $391Mn (-3.0% QoQ), led by a lower base business of ~$245 Mn QoQ, gRevlimid ~$115 Mn QoQ, and acquisition...
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Dr Reddy’s Laboratories Ltd - Transition from Generic to Niche Company
North America to clock a 7% CAGR from FY24-26E driven by 25 new product launches in the generics segment (either FTFs or in the 1st wave),...
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Dr Reddy’s Laboratories Ltd - Stability in US and Indian Business
The US business reported sales of $410Mn (+5.5% QoQ), led by stable base business of ~$250 Mn QoQ, gRevlimid ~$120 Mn QoQ, and acquisition business...
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Top Conviction Ideas – “Pharmaceutical & Hospitals”
The pharmaceutical universe under our coverage reported Q2FY25 growth of 10.2% year-on-year (YoY) and 1.7% quarteron-quarter (QoQ), driven by...
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