Dr. Reddy teams up with Alvotech to co-develop and commercialize a biosimilar of MRK's Keytruda, aiming to expand its biosimilars footprint.
I reiterate my strong buy rating on Dr. Reddy's Laboratories due to its attractive valuation and underappreciated growth potential beyond Revlimid. Recent results exceeded expectations, with 20% YoY revenue growth driven by acquisitions and strong performance in generics, especially in Europe and India. While Revlimid's patent expiry poses a headwind, RDY's robust pipeline in biosimilars and GLP-1s should offset revenue declines and support long-term growth.
Dr. Reddy's stock is up on encouraging fiscal fourth-quarter 2025 results, wherein both earnings and revenues beat estimates, driven by higher global generic sales.
Dr. Reddy's Laboratories Limited (NYSE:RDY ) Q4 2025 Earnings Conference Call May 9, 2025 10:00 AM ET Company Participants Richa Periwal - Head, IR and Analytics Erez Israeli - CEO M V Narasimham - CFO Conference Call Participants Neha Manpuria - Bank of America Kunal Dhamesha - Macquarie Group Madhav Marda - Fidelity Amey Chalke - JM Financial Bino Pathiparampil - Elara Capital Krishnendu Saha - Quantum Mutual Fund Tushar Manudhane - Motilal Oswal Abdulkader Puranwala - ICICI Securities Surya Patra - PhillipCapital Shashank Krishnakumar - Emkay Global Shrikant Akolkar - Nuvama Wealth Saion Mukherjee - Nomura Operator Ladies and gentlemen, good evening, and welcome to Quarter Four and Full Year FY 2025 Earnings Conference Call of Dr. Reddy's Laboratories Limited. [Operator Instructions] I now hand the conference over to Ms.
Dr. Reddy's inks collaboration deal with Bio-Thera to develop and commercialize proposed biosimilar candidates of J&J's Stelara and Simponi in Southeast Asia.
Dr. Reddy and Alvotech announce the FDA acceptance of the BLA for their proposed biosimilar candidate of Amgen's Prolia and Xgeva for review.
Dr. Reddy's stock falls on Q3 fiscal 2025 results, wherein earnings match estimates but revenues beat the same.
Dr. Reddy's Laboratories Limited (NYSE:RDY ) Q3 2025 Earnings Conference Call January 23, 2025 9:00 AM ET Company Participants Richa Periwal – Head-Investor Relations and Analytics Erez Israeli – Chief Executive Officer M V Narasimham – Chief Financial Officer Conference Call Participants Kunal Dhamesha – Macquarie Neha Manpuria – Bank of America Amey Chalke – JM Financial Bino Pathiparampil – Elara Capital Surya Narayan Patra – PhillipCapital Damayanti Kerai – HSBC Tushar Manudhane – Motilal Oswal Financial Services Saion Mukherjee – Nomura Foram Parekh – Bank of Baroda Capital Market Anubhav Agrawal – UBS Vishal Manchanda – Systematix Shashank Krishnakumar – Emkay Global Operator Ladies and gentlemen, good day and welcome to the Quarter Three FY 2025 Earnings Conference Call of Dr. Reddy's Laboratories Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.
RDY enjoys a strong foothold in the global generics market due to its deep generic drugs pipeline. Its efforts to strengthen its biosimilars portfolio are commendable.
Dr. Reddy's launches Loqtorzi biosimilar in India under the brand name Zytorvi for treating adults with recurrent or metastatic nasopharyngeal carcinoma.
Dr. Reddy's Laboratories Limited (NYSE:RDY ) Q2 2025 Earnings Conference Call November 5, 2024 9:00 AM ET Company Participants Richa Periwal - Head of Investor Relations MV Narasimham - Chief Financial Officer Erez Israeli - Chief Executive Officer Conference Call Participants Kunal Dhamesha - Macquarie Neha Manpuria - Bank of America Amey Chalke - JM Financial Mikaela Franceschina - Barclays Harith Ahmad - Avendus Spark Damayanti Kerai - HSBC Bino Pathiparampil - Elara Capital Surya Patra - PhillipCapital Tarang Agarwal - Old Bridge Kunal Randeria - Axis Capital Anubhav Agarwal - UBS Vishal Manchanda - Systematix Operator Ladies and gentlemen, good day, and welcome to the Quarter Two FY 2025 Earnings Conference Call of Dr. Reddy's Laboratories Limited. As a reminder, all participants' lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.
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