Dr. Reddy’s Laboratories (RDY) is a major player in the generic drugs markets. The company reports its financial performance under three operating segments — Global Generics, Pharmaceutical Services & Active Ingredients and Others.Let’s delve deeper to discuss four reasons why adding Dr. Reddy’s stock to your portfolio may prove beneficial in fiscal 2025.RDY Boasts a Strong Pipeline of Generic DrugsDr. Reddy’s enjoys a strong position in the generics market. As of Sept. 30, 2024, cumulatively, 80 generic fi ...

Dr. Reddy’s Laboratories (RDY) announced that it has launched a biosimilar of Coherus BioSciences’ (CHRS) Loqtorzi (toripalimab) in India under the brand name Zytorvi for the treatment of adults with recurrent or metastatic nasopharyngeal carcinoma (RM-NPC), a rare form of head and neck cancer.Loqtorzi, a novel anti-PD-1 monoclonal antibody, is a new biological entity that has been developed by Coherus in collaboration with China-based Junshi Biosciences. In October 2023, CHRS announced the FDA’s approval o ...

财务数据和关键指标变化 - 公司在2025财年第二季度的合并收入为80.16亿印度卢比（约合9.57亿美元），同比增长17%，环比增长4% [9] - 合并毛利率为59.6%，同比增加92个基点，环比减少81个基点 [10] - EBITDA为22.8亿印度卢比（约合2.72亿美元），同比增长5%，环比增长6% [14] - 税后利润为13.42亿印度卢比（约合1.6亿美元），税后利润率为16.7% [18] - 每股收益为15.04印度卢比 [20] 各条业务线数据和关键指标变化 - 北美仿制药业务收入为4.45亿美元，同比增长16%，环比下降4% [30] - 欧洲仿制药业务收入为6300万美元，同比增长7% [30] - 新兴市场仿制药业务收入为1455亿印度卢比，同比增长20% [31] - 印度业务收入为1397亿印度卢比，同比增长18% [32] - PSAI业务收入为1亿美元，同比增长18%，环比下降9% [34] 各个市场数据和关键指标变化 - 在俄罗斯市场，收入同比增长27%，环比增长23% [32] - 新兴市场整体表现强劲，市场份额扩张和新产品推出推动了收入增长 [31] - 公司在印度的市场份额排名保持在第10位 [33] 公司战略和发展方向和行业竞争 - 公司专注于核心业务，包括仿制药和API，同时投资于未来的增长驱动因素 [24] - 公司与Nestlé的营养保健产品合资企业已于8月运营，计划将Nestlé在其他国家成功的品牌引入印度 [26] - 公司在生物制药领域的研发支出占总支出的36% [48] 管理层对经营环境和未来前景的评论 - 管理层对未来的增长持乐观态度，预计在北美市场将继续增长 [38] - 管理层提到，尽管面临价格压力，但整体市场份额在增长 [40] - 对于新产品的推出，管理层表示将继续在未来几个季度看到积极的增长 [43] 其他重要信息 - 公司在研发方面的支出为727亿印度卢比（约合8700万美元），同比增长33% [12] - 公司在收购NRT品牌后，净现金盈余为226亿印度卢比（约合2.26亿美元） [25] - 公司在可持续发展方面获得了KPMG的ESG卓越奖 [29] 问答环节所有提问和回答 问题: 关于北美业务的定价和销售量 - 管理层表示，北美业务的定价相对稳定，销售量的下降主要是由于渠道库存调整 [38][39] 问题: 印度业务的增长情况 - 管理层确认，去除Sanofi疫苗业务后，印度业务的增长接近9% [41] 问题: 关于美国市场的高价值产品推出 - 管理层希望在第三季度看到高价值产品的推出，但无法保证具体时间 [46] 问题: R&D支出与产品申请的关系 - 管理层表示，R&D支出主要集中在高价值产品上，未来将看到更高质量的申请 [47] 问题: 关于Nestlé合资企业的销售情况 - 目前Nestlé合资企业的销售额较小，预计未来将逐步扩大 [76]

业绩总结 - 公司Q2FY25的收入为₹8,016亿，同比增长17%，环比增长4%[5] - EBITDA为₹2,280亿，EBITDA率为28%，同比增长5%，环比增长6%[5] - 税前利润(PBT)为₹1,917亿，PBT率约为24%，同比持平，环比增长2%[5] - 净利润(PAT)为₹1,255亿，PAT率约为16%，同比增长15%，环比增长10%[5] 市场表现 - 公司在北美的收入为₹3,728亿，同比增长17%，环比增长3%[15] - 印度市场的收入为₹1,397亿，同比增长18%，环比增长5%[17] - 新兴市场的收入为₹1,455亿，同比增长20%，环比增长23%[19] - 欧洲市场的收入为₹577亿，同比增长9%，环比增长10%[21] 财务指标 - 公司在Q2FY25的调整后有效税率为25.9%[6] - 公司在NRT收购后，净现金盈余为₹1,889亿[14] - 公司认为非GAAP财务指标为投资者提供了有用的补充信息，便于比较不同期间的财务结果[28] - 关于非GAAP财务指标的更多信息及GAAP与非GAAP指标的对比，请参见新闻稿中的“GAAP与非GAAP结果的对比”表[29] - 财务结果更新为2024年11月5日的Q2FY25结果[30]

文章核心观点 - Zacks Premium是一个可以帮助投资者更自信地投资的研究服务 [1] - Zacks Style Scores是一个根据价值、成长和动量三大因素对股票进行评分的独特指标体系 [2][3][4] - Zacks Style Scores与Zacks Rank结合使用可以帮助投资者选择更有潜力的股票 [5][6][7] 根据目录分类总结 Zacks Style Scores - 价值评分(Value Score)关注公司的估值指标,如市盈率、市销率等 [2] - 成长评分(Growth Score)关注公司的财务实力和未来前景 [3] - 动量评分(Momentum Score)关注股价和盈利预测的变化趋势 [3] - VGM评分是三大评分的综合指标 [4] Zacks Style Scores与Zacks Rank的结合使用 - Zacks Rank是一个预测公司盈利变化的股票评级模型 [5] - 投资者应选择Zacks Rank为1或2级且Style Scores为A或B的股票 [6] - 即使Zacks Rank较低,只要Style Scores高也可能有较大上涨潜力 [6] - 总的来说,持有更多Zacks Rank为1或2且Style Scores高的股票会更有利 [7] 个股分析 - 印度制药公司Dr. Reddy's(RDY)是一家集成的全球制药企业 [8] - RDY的Zacks Rank为3级,VGM评分为B,估值指标也较为吸引人 [8] - 分析师近期上调了RDY的2025财年盈利预测,且该公司历史上的盈利预测准确性较高 [8] - 综合Zacks Rank和Style Scores,RDY是值得关注的投资标的 [9]

Dr. Reddy's Laboratories (RDY) signed a non-binding Memorandum of Understanding (MoU) with Kainomyx, Inc. to develop and commercialize affordable anti-malarial drug in the United States, EU and low and middle-income countries. Kainomyx is a U.S.-based company that utilizes its proprietary platform to develop candidates with a novel mechanism of action. Per Dr. Reddy's, the MoU is subject to the signing of a definitive agreement. There is a significant unmet medical need in the treatment of malaria and other ...

1 IF D H HT T 100 - 100 1 i T 1 Pgiam/iStock via Getty Images Investment update Following my last publication on Dr. Reddy's Laboratories Limited (NYSE:RDY), the stock has advanced another 29% to the upside. Shares are now +20% this year to date, and there are now multiple additional tailwinds adding to the business momentum. These include 1) the company's Q1 FY'25 numbers and 2) the legislative tailwinds made possible by the Affordable Prescriptions for Patients Act passed in the US Senate in July '24. I c ...

Dr. Reddy's Laboratories Limited (RDY) reported first-quarter fiscal 2025 earnings of $1 per American Depositary Share (ADS), which missed the Zacks Consensus Estimate of $1.10 per ADS. The company reported earnings of $1.01 per ADS in the year-ago quarter. Quarter in Detail Shares of Dr. Reddy's have gained 16.7% year to date compared with the industry's 14.5% growth. Dr. Reddy's reports revenues under three segments: Global Generics, Pharmaceutical Services & Active Ingredients (PSAI) and Others. As of Ju ...

Dr. Reddy's Laboratories Limited (NYSE:RDY) Q1 2025 Earnings Conference Call July 27, 2024 7:00 AM ET Conference Call Participants I now hand the conference over to Mr. Richa Periwal. Thank you and over to you. Richa Periwal - Head of Investor Relations Parag Agarwal - Chief Financial Officer Erez Israeli - Chief Executive Officer MV Narasimham - Deputy Chief Financial Officer Operator Richa Periwal Thank you. A very good morning and good evening to all of you and thank you for joining us today for the Dr. ...

The strategic move is set to further strengthen Dr. Reddy's OTC business. Please note that Haleon's Nicotinell is the world's second-largest brand in the NRT category, excluding the United States. It holds either the first or second position in 14 out of the top 17 global markets, with its lozenge/mini lozenge format being the top choice globally. Additionally, Nicotinell is among the top 15 OTC brands in Europe (excluding Russia and Italy) and ranks 32nd among all OTC brands globally (excluding the United ...