Dr. Reddy's Laboratories Limited
NYSE•RDY
CEO: Mr. Gunupati Venkateswara Prasad B.E.
セクター: Healthcare
業種: Drug Manufacturers - Specialty & Generic
上場日: 2001-04-11
Dr. Reddy's Laboratories Limited, together with its subsidiaries, operates as an integrated pharmaceutical company worldwide. It operates through Global Generics, Pharmaceutical Services and Active Ingredients (PSAI), and Others segments. The company's Global Generics segment manufactures and markets prescription and over-the-counter finished pharmaceutical products that are marketed under a brand name or as a generic finished dosages with therapeutic equivalence to branded formulations, as well as engages in the biologics business. The PSAI segment manufactures and markets active pharmaceutical ingredients and intermediates, which are principal ingredients for finished pharmaceutical products. This segment also provides contract research services; and manufactures and sells active pharmaceutical ingredients and steroids in accordance with the specific customer requirements. The Others segment engages in developing therapies in the fields of oncology and inflammation; research and development of differentiated formulations; and provides digital healthcare and information technology enabled business support services. The company offers its products for various therapeutic categories primarily include gastro-intestinal, cardiovascular, anti-diabetic, dermatology, oncology, respiratory, stomatology, urology, and nephrology. Dr. Reddy's Laboratories Limited was incorporated in 1984 and is headquartered in Hyderabad, India.
連絡先情報
時価総額
$11.81B
PER (TTM)
18.9
35.2
配当利回り
0.6%
52週高値
$16.17
52週安値
$12.26
52週レンジ
順位27Top 14.4%
5.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2026 データ
売上高
$980.03M+4.41%
直近4四半期の推移
EPS
$0.16-14.33%
直近4四半期の推移
フリーCF
$40.29M-263.17%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Total Revenue Growth Total revenues reached Rs. 325,535 M, marking a 16.6% increase over the prior year period, driven by volume.
Generics Segment Leads Global Generics revenue grew 18% to Rs. 289,552 M, supported by strong performance across North America and Europe.
Strategic Acquisitions Complete Completed Haleon NRT acquisition for up to Rs. 56,121 M and Nestlé India deal, strengthening OTC portfolio reach.
Operating Cash Flow Up Cash flow from operating activities increased to Rs. 46,428 M, supported by lower working capital requirements during the year.
リスク要因
Margin Compression Intensifies Net profit margin fell to 17.6% from 19.9% due to 22% rise in SG&A expenses and increased R&D spending.
Significant Asset Impairment Recorded impairment charge of Rs. 1,693 M on non-current assets, a substantial increase from Rs. 3 M recorded previously.
Regulatory and Litigation Exposure Facing ongoing US antitrust MDL 2724 and Canadian competition act class actions, requiring vigorous defense against uncertain liabilities.
Geopolitical Supply Chain Risk Ongoing conflicts in Russia/Ukraine and Middle East create uncertainty for supply chains, logistics costs, and operational stability.
見通し
Future Growth Strategy Pillars Future growth strategy centers on three pillars: market leadership, operational excellence, and patient-focused innovation across segments.
Capital Expansion Planned Committed Rs. 14,567 M for capital expenditures, primarily enhancing injectable facility capacity and infrastructure in India.
NRT Integration Timeline Integration of acquired Haleon NRT business operations is phased, expected to complete gradually through February 2026 across all markets.
ESG Commitment Underpins Strategy is underpinned by sustainability goals, focusing on environmental stewardship, product accessibility, and enhancing stakeholder trust.
同業比較
売上高 (TTM)
$14.30B
$11.24B
$5.94B
粗利益率 (最新四半期)
97.8%
95.6%
70.1%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| EXAS | $19.84B | -94.8 | -8.5% | 43.0% |
| RVMD | $19.64B | -16.7 | -63.1% | 6.7% |
| VTRS | $15.89B | -4.5 | -23.0% | 39.5% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.0%
横ばい
4四半期純利益CAGR
-9.6%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月7日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし